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Customer Management
Customer Management
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.
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.
Written by
Boyan Tanchev
Updated over a week ago
Data Fields
Gather the customer information you need, in the format you want, online and off-line.
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.
Written by
Boyan Tanchev
Updated today
How to create a new customer
Manage all customers perfectly with your TIMIFY account
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.
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
Written by
Fabio Nascia
Updated over a week ago
Appointment history of a customer
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?
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.
Written by
Boyan Tanchev
Updated over a week ago
