Customers
Who they are, and everything they have booked.
A record is created the first time somebody books. Open it and the history is already there — no separate address book to keep in step.
The whole relationship on one screen
What they have booked and what is coming, the quotes you sent and what became of them, and the messages that went out — including any that did not arrive.
- Past and upcoming. Separated, because they answer different questions.
- Notes that stay. What you learned last time, there when they ring again.
- Contact details they can correct. Customers update their own through their booking link.
Bring your list, and take it with you
Import from a spreadsheet and see exactly what will be created before anything is — including which rows will be skipped and why. Export the whole list whenever you like; it is your data.
See it against your own week.
Tell us what your business does and we will show you CalendarLift set up the way you would actually run it.