Welcome to AppointmentReminders.com! Appointment Reminders for Businesses

Adding Customers Through The Web Portal

Learn how to add customers using the website #

Customers can be added several ways. In this topic we will show you how to add customers through the website interface. 

The “Customers” page of the website will display a list of your current customers. #

To get to the “Customers” page, ensure that you are logged into your account. Then from the “Navigation Menu” go to “My Customers” –> “Customers/Patients”.

How To Get To The Customers Page

To add an new customer, click the “Add New Customer” button. #

You will see the following fields:

  • Last Name (Required): Customers Last Name
  • First Name (Required): Customers First Name
  • Pri Phone (Required): Customers Primary Phone Number
  • Sec Phone (Optional): Customers Secondary Phone Number
  • Email Address (Optional): Customers Email Address *Note: If you do not enter an email address, you will not be able to send email reminders.
  • Customer ID (Optional): If you have a Customer ID that your company uses to identify customers then you may send it to us.
  • Spanish: The default language preference for the customer (English or Spanish)
Customers Page

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