On Starter and up. Paste a list of your existing customers (up to 500) and your receptionist recognises them by phone number: it greets them by first name, checks it is right, and knows their last service.
How to upload
- Open Setup, then Customer list in your dashboard.
- Paste your list as CSV with the first row naming the columns, for example: name, phone, last service, notes.
- A name and a full phone number are needed for each row. Rows missing one are skipped, and the page tells you how many.
- Save. You can delete one customer or the whole list yourself at any time.
- Paste only: there is no file upload.
- We store only the name, phone, last service and a short note, for your business only. The list is used for a year after you upload it.
- The receptionist is told never to read the note aloud.
- Callers who hide their number are not recognised.
What we do
- Recognise callers by caller ID from the list you paste.
What we do not do
- Sync automatically with a CRM or field-service tool, or look up addresses or payments.
More: all setup guides · contact support.