Adding Customers

Attendara builds your customer database automatically from your calendar events. You can also add customers manually or import them in bulk from a CSV file.

Automatic customer creation

When Attendara processes a calendar event, it extracts customer details from the event description. If the customer does not already exist in your database, a new record is created automatically. The next time the same customer appears in an event, Attendara matches them by email address or phone number and links the appointment to the existing record.

This means your customer database grows naturally as you create appointments — you don't need to do any manual data entry.

Adding a customer manually

To add a customer without a calendar event:

1. Go to Customers in the main navigation.
2. Click Add customer.
3. Enter the customer's details:
   • Name (required)
   • Email address
   • Phone number
4. Click Save. The customer appears in your customer list immediately.

Customer profile

Each customer profile contains:

• Contact information — Name, email, and phone number. All fields are editable. The communication status is displayed as a coloured chip: a green ALLOWED chip indicates notifications are enabled; a red BLOCKED chip means communications have been disabled for this customer.
• Preferences — Preferred communication medium and language. See Managing Preferences.
• Notes — A free-text field for internal notes about the customer (e.g. "Prefers afternoon slots"). Notes are never shown to the customer.
• Appointment history — A chronological list of all past and upcoming appointments linked to this customer. Each appointment row is expandable. Expanding a row reveals:
  • Start and end times (or "All Day" for all-day calendar events).
  • Location, if present in the calendar event.
  • A Communication history sub-list — every notification sent in the context of that appointment, each also expandable to show the delivery medium, recipient address or number, subject (for emails), success or failure status, error details (if failed), and the full message body.

Searching for customers

Use the search bar at the top of the Customers page to find a customer by name, email address, or phone number. Search uses a fuzzy matching algorithm — partial names and typos are handled. Results appear as you type.

Editing a customer

1. Open the customer's profile by clicking their name in the customer list.
2. Click Edit.
3. Update the relevant fields and click Save.

Changes take effect immediately. Future notifications will use the updated contact details. Notifications already sent are not affected.

Deleting a customer

To permanently remove a customer record, open their profile and click the small dropdown arrow next to the Edit button. Select Delete customer from the menu and confirm. Deletion removes the customer record and all associated appointment and communication history from Attendara. Calendar events linked to the customer are not affected.