Managing Customers in GoSchedule

Table of contents

  1. Adding New Customer
  2. Editing existing Customer
  3. Deleting Customer
  4. Export Customers

Adding New Customer

To create a new Customer,

  1. Go to the Customers module in the left navigation bar.
  2. Click the + New button present in the top-right corner of the window.
  3. Enter the basic information such as First Name, Last Name, Customer Email, SMS Customer Phone and Address Information.

Editing existing Customer

Occasionally, you would want to edit a customer to add some missing information or to edit an incorrect information. You can do that easily in GoSchedule.

To edit a customer:

  1. Go to the Customers module.
  2. Select the customer that you want to edit.
  3. Click the corresponding customer from the list and that leads to details page.
  4. Click Save after making the necessary changes.

Deleting Customer

Occasionally, You would want to delete a customer from GoSchedule. You can do that easily by following the below steps.

  1. Go to the Customers module.
  2. Find the customer that you want to edit.
  3. In the right end of the list, you can use the delete option to completely remove the customer and associated bookings from GoSchedule.

Export Customers

Occasionally, You would want to backup or export the customer list from GoSchedule. You can do that easily by following the below steps.

  1. Go to the Customers module.
  2. Click the Export button present in the top-right corner of the window.
  3. Now the corresponding user list and details with CSV file are downloaded.