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Advice and answers from the Endear Team

Search results for:what profile details can i edit about a customer

What profile details can I edit about a customer?
View a customer's profile and update details in Endear… How to edit a customer profile section… A window will open for you to specify details about the customer
How do I add and edit Customer profile custom fields?
How to create custom fields and edit their format and visibility. Custom fields are available to Admins on the Professional plan… One advantage of creating a custom field over a tag is you'll be able to control the format and who can… Along with picking a type of field, you can choose to allow users to edit this field, or require that
How can I view customer information while messaging?
Learn how our customer details page gives you important information when and where you need it… When messaging a customer, use the right-hand pane and select Details. ​… Within Customer Details, use the Profile tab to easily see any assigned staff members, preferred communication
What details are displayed in a Story?
See what details customers can view in your team's Stories… Applies to: Admins You may want to change what details are displayed in your Stories… Users can also make custom settings for a Story they create, but setting defaults will save you and your
How do I manage a customer's subscription?
Learn how to manage your customer's subscription to email and SMS marketing… When can I resubscribe a customer?… External vs Endear: For a given contact it can have a subscription status managed by an external app
How do I see customers I'm Assigned to Endear?
Filter customer lists by the user who created the customer profile… Note that when a user creates a customer, when they are assigned to that user is is automatically added… To view if/when another user has added a customer to your list on Endear, apply the 'Created by' filter
How can I reschedule an appointment?
Learn how customers can reschedule an appointment or how you can reschedule it on their behalf… How can I reschedule a customer appointment?… How can a customer reschedule their appointment?
How do I edit a service?
Learn how to edit the different services your team provides during appointments… Services help you organize your appointments based on what the customer is looking for… You can think of services as different types of appointments such as tailoring, personal styling, etc
How do I edit a calendar?
Access: Change who can view or edit the calendar. * To add yourself as an editable user: Click "Edit"… Edit the Calendar details Click Save 1… View and edit the calendar details: Label: Change the name of the calendar
Who gets notified about customer messages?
Endear has a sophisticated messaging routing system to ensure that no messages fall through the cracks… in that conversation with the customer, we will send them a notification. 2… If a new customer (someone no one on your team has contacted in the past) writes into one of your contact