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Customers

View and manage your customers from https://www.planfy.com/portal/customers.

Updated 2 min read

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Planfy allows you to store all of your customer information including name, email, phone, address, gender, occupation and date of birth.

Recalls

After completing a customer appointment you should schedule a recall to enourage them to book in the future. You can add recall dates from the "Recalls" tab, the easy-to-use interface makes it simple to schedule the recall for weeks/months/years in the future. You can come back to this page to view the status and conversion status of each recall.

Visit https://www.planfy.com/portal/settings/recalls to configure your recall messages.

If a customer does not respond to email + sms you can also send them a letter. To do this go to the "Letters & Printing" tab on https://www.planfy.com/portal/settings/recalls. From here you can configure the delay, letter template and generate any due letters.

Custom Forms

To store further information visit the forms section. We can tailor forms and reports to meet your business requirements. If you are interested please contact [email protected].

Change Log

Planfy keeps track of any changes you make to the customer information, this can be useful to see who provided or changed certain information.

Deletion

You can delete a customer record from Planfy providing there are no future appointments linked to this customer.

When a customer is deleted all of its previous appointments and other linked data are anonymised.

For backup purposes it can take up to 3 months for customer data to be completely removed from Planfy servers and backups.

Export

Customers can be exported using the sidebar dropdown menu.

Import

Customer import can be used to add and update customers.

Add New Customers

To add new customers via the import you will need to create a CSV file of your customers with the following headers. Format is included in brackets but do not include these in the column names.

  1. name
  2. address
  3. town
  4. city
  5. country
  6. postcode
  7. email
  8. mobile_number
  9. dob (YYYY-MM-DD)
  10. gender (male / female)
  11. occupation

Click here to download an example CSV

Update Existing Customers

To update customers you can modify an export of your customers and re-upload it. Do not modify the planfy_id column as this is used to update the correct customer.