Add and manage customers

Customers lists the people you ask for reviews by text and email. Add your regulars one at a time, or bring in a list.

Add a customer

1. Go to Customers and click Add a customer.
2. Fill in their First name, Last name, Phone and Email, and their Last visit if you know it. A phone number or an email is enough.
3. Under How they've agreed to hear from you, tick Texts only if they've told you it's fine to text them. Emails is optional, since each request email carries an unsubscribe link. See Texting needs consent.
4. Click Add customer.

To add many at once, click Import a list. See Import customers. Customers are also added when you send requests to a list or when a request comes in through Zapier.

Find someone

Use the search box to search by name, phone or email. For phone numbers, type the digits only.

The list shows each customer's last visit, where they came from (Added by hand, Imported list, Request list or Zapier), and Okay to contact: how they've agreed to hear from you, or Replied STOP or Unsubscribed from emails if they've opted out.

A customer's page

Click a name to open their page. There you can:

• Change their details and consent, then click Save changes.
• Ask for a review by email or text. See Ask a customer for a review.
• See texts they sent back. See Texting needs consent.

Delete customers

Tick the customers to remove, then click Delete selected. Deleting can't be undone. If a customer asks you to delete what you hold about them, this is how. See Privacy basics.