You can manually add customers to Appointy so their details are available when creating and managing appointments.
Because Appointy is used across many industries, the term customer may represent different types of people depending on your business, such as a client, patient, student, member, guest, or participant.
What does a customer mean in Appointy?
In Appointy, a customer is the person who books or receives a service from your business.
For example:
- A salon or spa may refer to customers as clients or guests.
- A healthcare business may refer to them as patients.
- A fitness business may refer to them as members or clients.
- An education or training business may refer to them as students, learners, or participants.
- A consulting or professional services business may refer to them as clients.
- An automotive business may refer to them as customers or vehicle owners.
- An events or activities business may refer to them as guests, attendees, or participants.
In simple terms, the person whose booking or appointment you manage in Appointy is stored as a customer.
How to add a new customer in Appointy
Quick navigation
Customers → + New Customer → Enter customer details → Add
Steps to add a customer
- Log in to your Appointy admin account.
- Click Customers in the toolbar on the left.
- In the customer list panel, click + New Customer below the search bar.
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- Enter the customer's details in the New Customer window.
- Click Add to save the customer.
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When should I manually add a customer?
You may want to add a customer manually when:
- A customer books over the phone
- A customer visits your business in person
- You are creating an appointment on their behalf
- You need to add an existing client, patient, student, or member to Appointy
- You want their details available before creating a booking
Can I import existing customers into Appointy?
Yes.
If you already have an existing customer database, you do not need to add each customer manually. You can import your customer list into Appointy using a CSV or .xlsx file.
This is useful when:
- Moving from another scheduling system
- Migrating customer records from a spreadsheet
- Setting up Appointy for an existing business
- Importing a large customer database
Quick navigation
Customers → Import Customers → Upload CSV or .xlsx file
Before importing, make sure the fields in your file match the customer fields required by Appointy.
What happens after I add a customer?
Once the customer has been added, their record becomes available in your customer list.
You can then use that customer profile when creating or managing appointments and other customer-related information in Appointy.
Can customers be added automatically when they book?
Yes.
When a new customer completes a booking through your client booking interface, their information can be captured and added to your customer records as part of the booking process.
Manual customer creation is mainly useful when you need to create the customer record yourself.
Frequently Asked Questions
How do I add a customer manually in Appointy?
Go to Customers → + New Customer, enter the customer's information, and click Add.
What is considered a customer in Appointy?
A customer is the person who books or receives a service. Depending on your business, this may be a client, patient, student, member, guest, attendee, or participant.
Can I add a customer without creating an appointment?
Yes. You can create the customer record first and use it later when scheduling an appointment.
Do customers get added when they book online?
Yes. Customer information can be captured during the online booking process and added to your customer records.
Can I import existing customers instead of adding them one by one?
Yes. You can import an existing customer list using a supported CSV or .xlsx file.
When should I use customer import instead of manual entry?
Customer import is more efficient when you already have multiple customer records in another scheduling system or spreadsheet. Manual entry is better when you only need to add one or a few customers.
Should I manually add every customer?
Not necessarily. Customers booking through your booking portal can be added through the booking process, while manual creation is useful for phone, walk-in, or offline customers.