Customer Management

Fabio Nascia avatar Boyan Tanchev avatar
10 articles in this collection
Written by Fabio Nascia and Boyan Tanchev

Automated Customer Deletion Rules: How to use the Setting

Set up rules to delete inactive customers from your account, and keep your customer list up-to-date effortlessly up-to-date.
Boyan Tanchev avatar
Written by Boyan Tanchev
Updated over a week ago

The unique identifier field: make sure bookings get allocated to the correct customer every time

Avoid multiple customer files getting generated for the same customer, or a booking getting allocated to the wrong customer.
Boyan Tanchev avatar
Written by Boyan Tanchev
Updated over a week ago

Customer Data Fields

Gather the customer information you need, in the format you want.
Boyan Tanchev avatar
Written by Boyan Tanchev
Updated over a week ago

Upload Documents to Customer Files and/or Bookings.

Learn how to upload customer documents to your account, and how to receive documents when customers schedule via the booking widget.
Boyan Tanchev avatar
Written by Boyan Tanchev
Updated over a week ago

How to create a new customer

Manage all customers perfectly with your TIMIFY account
Fabio Nascia avatar
Written by Fabio Nascia
Updated over a week ago

How to deactivate a data field: for when you no longer want to gather new data, but want to save the data you have.

We show you how to stop data fields appearing in your calendar and booking widget.
Boyan Tanchev avatar
Written by Boyan Tanchev
Updated over a week ago

How data fields work

Customize your customer database and ask customers for more information during an online booking
Fabio Nascia avatar
Written by Fabio Nascia
Updated over a week ago

Appointment history of a customer

Fabio Nascia avatar
Written by Fabio Nascia
Updated over a week ago

Customer Tags and Booking Tags

What are customer or booking tags and how can I use them?
Boyan Tanchev avatar
Written by Boyan Tanchev
Updated over a week ago

How to Remove Customers Without Deleting their Bookings.

Delete customers from your account, but not their bookings.
Boyan Tanchev avatar
Written by Boyan Tanchev
Updated over a week ago