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Advice and answers from the Endear Team

Search results for:how do i delete customers or avoid contacting them
How do I delete customers or avoid contacting them?
Customers cannot be deleted in Endear; however they can be archived by admins… 2. If your account uses an integration, any customers in your POS or e-commerce platform will continue to have their information be updated, even if they are archived… Please contact us via chat or e-mail with a list of customers that need to be removed for GDPR removal
What do customers see when I message them?
What do customers see when I message them?… Endear allows you to easily write and send messages to your customers over email and text… Just like a regular email or text, you can add images, links, and more to your message
How do I edit or delete a comment?
Edit or delete a comment on a task… How to edit or delete a task comment… Choose to either edit your comment or delete it. Step 3
How do I edit or delete a task?
Learn how to edit, delete, and restore tasks and notes… How to delete a Task… Admins can also edit or delete any task
How do I Cancel or Delete an Appointment?
Learn how to cancel or delete an appointment in Endear… Click on Customers 2. Click on Appointments ​3… Click on the Appointment You Want to Cancel/Delete ​4. Click on Cancel 5
When should I send a text message vs an email message?
When contacting customers you can choose to send an SMS or email… Applies to: All (Users, Managers, & Admins) When contacting customers you can choose to send either… a text message or an email
How do I unsubscribe customers?
Unsubscribe a customer manually… How to Manually Unsubscribe a Customer… Applies to: All (Users, Managers, & Admins) Customers can unsubscribe themselves from communication
How do I export customers?
Learn how to export customer information from Endear to a CSV… Select the checkbox to highlight all the customers… Then select the text Select all 100+ customers
How do I merge customers?
Merging customer profiles in Endear… 4. Search for the customers whose profile you want to merge into this one - these will be the profiles that are "merged", meaning their record will be deleted after the merge is complete… 5. Check I understand that this action cannot be undone
How do I adjust access or delete a report?
Control which members of your team can view certain reports or remove reports entirely… How to delete a report… How to change a report's user access