Adding Customers

Add a customer

1. Open Customers.
2. Fill in the add customer form.
3. Save.

Field	Required	Notes
First name	Yes	Used in the reminder greeting
Last name	No
Service	Yes	One of your active services
Last service date	Yes	The date of their most recent visit. Their due date is counted from this.
Phone	Phone or email	US numbers only
Email	Phone or email
Street, City, State	No
Email consent	No	Tick only if the customer agreed to receive reminder emails
SMS consent	No	Needs a phone number. Tick only if the customer agreed to receive texts.

Recurr won't add a customer whose phone or email already belongs to another customer.

Reminders only go out on a channel the customer consented to. See Consent and Unsubscribes.

Edit a customer

Open the customer and change any field. Changing the last service date tells Recurr a visit happened. Their status goes back to Active and the reminder cycle starts again from the new date.

tip

After a booked visit is done, update the customer's last service date. That way the next cycle counts from the real visit.

Delete a customer

Deleting a customer also removes their message history and bookings. This can't be undone.

Customer statuses

Status	Meaning
Active	On a healthy cycle. No reminder sent yet this cycle.
Contacted	Sent at least one reminder this cycle and hasn't booked yet
Booked	Has a booking. Reminders stop.
Inactive	The last cycle ended without a booking. They get reminders again next cycle.
Do not contact	Unsubscribed or asked to stop. No emails go out.

You can search customers and filter the list by status and by service.

Plan limits

Starter includes up to 150 customers and Growth up to 500. Pro has no limit. See Plans and Limits.