Customers in SwipeSimple Appointments

SwipeSimple Appointments automatically creates a customer profile for individuals who book appointments. This feature is valuable as it allows users to easily look up customer details to contact them, quickly book future appointments with auto-populated information, as well as edit customer profiles, view appointment history, and add private notes. These functionalities streamline your customer management and enhance the overall booking process. 

Helpful Information

Customer data in the SwipeSimple App and SwipeSimple Appointments do not automatically sync. To keep information consistent, you must manually add customers in both tools if you enter them in one.

To access this feature, navigate to Customers in the left-hand navigation bar. By default, your customers are listed alphabetically by last name, and the first customer profile will be open. You can navigate to other customers by clicking their name in the right-hand nav bar on the Customers page. 

Customer Detail

1. This tab allows you to edit and save the following information about your customer.

1. 1. Name - First and last name
   2. Email - Customer email
   3. Phone Number - Customer phone number

Appointments

This tab shows a record of this customer’s appointments with your business. This includes past and future appointments.

Edit existing appointments: You can click on any future appointment from this tab to edit it. This can be useful for quickly rescheduling the appointment, and your customer will automatically receive an updated confirmation email. 

Create a new appointment: Click the + button to schedule a new appointment for your customer and auto-populate their contact information.

 

Send Review Button: This button allows you to manually request a review from your customers after their appointment. 

Note: This button only appears if automatic review request emails are turned off. You can toggle this setting via Settings > Booking Policies > Send Request for a Review. 

Notes

This tab is a private notes section where you can keep information about customer preferences or needs. It is not visible to the customer.

Social Networks

This tab lets you see your customer’s related social media accounts if they are available. You’ll see an icon for each social network profile, which is clickable and will take you directly to the customer’s profile. The “Full Contact List” option in Integrations must be toggled to “On” for this feature to work.

Customers (Right-Side Menu)

To the right of the four customer tabs, you’ll see a menu listing your customers in alphabetical order (by last name).

You can easily find a customer by using the search bar.

To manage your customer list, you can also import or export it as an Excel file. When you export, the .csv file will include:

• Customer Number
• Name
• Email
• Phone Number
• Note: Appointment history and notes are not included in the export.

If you need to delete a customer, simply click the trash can icon next to their name.

Need Help

1. Click the Need Help❓button at the bottom right of your screen and complete our contact form.
2. Email us: support@swipesimple.com
3. Call us: (800) 783-5596. Our hours are Monday–Friday from 8am–8pm EST.