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Advice and answers from the Endear Team

Search results for:how do i see customers ive manually added to endear

How do I see customers I'm Assigned to Endear?
Filter customer lists by the user who created the customer profile… To view the customers added to your "My Clients" list from the home page, click "My Customers" quick… To view if/when another user has added a customer to your list on Endear, apply the 'Created by' filter
How do I see and manage reports in Endear?
You can access and create reports about users' performance through Endear's Insight module… Applies to: All (Users, Managers, & Admins) You can find all reports available to you through the… We are happy to assist you for more 1:1 direction. Reach out to our live chat
Why do I see reports created by Endear?
Endear creates helpful reports on your behalf… We'll continue to add more reports to your Insights page over time… We are happy to assist you for more 1:1 direction. Reach out to our live chat!
How do I message one or more customers on Endear?
Learn how to email and text customers one at a time or in bulk… There are many ways to message customers in Endear, so choose which you're trying to do below so we can… I'm trying to send a new message to one or more customers 2
How do I assign & un-assign users to customers?
Assign others to customers in Endear… to see all the customers assigned to a specific person on your team… Do customers know they are assigned to me?
How do I refer someone to Endear?
Send qualified referees to Endear to earn rewards for you and them… Get $400 toward your team's Endear subscription for every brand you refer to us. Plus help get them started with 30% off their first 3 months… We are happy to assist you for more 1:1 direction. Reach out to our live chat!
How do I create a new customer from my Home page?
Add new customers to Endear from your Home page … Click on Create For more information: How do I see customers I've manually added to Endear?… easy to add a new customer to Endear
How do I connect an external calendar to Endear?
Learn how to connect an external calendar to Endear for Appointments… Click on Allow to give Endear permission to connect with your calendar. 7… We are happy to assist you for more 1:1 direction. Reach out to our live chat!
How to install the Endear app
If new to Endear, be sure to accept pending invitation with code to process your log-in… If new to Endear, be sure to accept pending invitation with code to process your log-in. 3… iOs Install for Android Download app on Ipad If new to Endear, be sure to accept
How long does it take for a new customer in Shopify to appear in Endear?
Customers added in Shopify will appear in Endear almost instantly… Customers added in Shopify will appear in Endear almost instantly (if there aren't any issues or delays… If you notice a Shopify customer missing in Endear, please contact us at support@endearhq.com so we can