Manage Customers

Manage Your Customers with Ease

With Picktime cloud-based scheduling software, you can store all your customer data. This way, you can strategically map your customer retention ideas. Import, export, and merge your contacts easily for better customer management.

Add New Customers

Creating a new customer profile is easy with Picktime. Head over to the customer tab, add the name, and then fill in their details and any individual notes. It’s simple and instant, and makes you ready to welcome someone new.

Import Your Customer Contacts

Want to add your personal customer lists to Picktime? It's easy to import your existing customer data into our online appointment scheduling software. You can easily import your old client data from a CSV file to your Picktime business account in a single step. Once it's uploaded, you’ll see your contacts in your “Customers” tab.

Merge Contacts

Seeing duplicate listings or multiple client profiles for the same person? With Picktime, you can easily merge duplicate contacts into a single profile in just a few clicks. This feature helps you keep all customer appointment data within the right profile.

Block Customers

This feature allows you to block or avoid spammy or unwanted booking requests. To block a contact, simply tap the three vertical dots in the top right corner of the customer tab. Then, enter the customer's email address in the "Block Customers" field and click add. This feature ensures your appointment schedule remains focused and uninterrupted.

Prioritize Your Customer Preference

Deliver personalized services based on the individual preferences of each customer. By adding your valuable customer data through booking notes, you can gather all important client-specific information for upcoming bookings.

Make managing your customers easier than ever with Picktime. Get started for FREE!