0️⃣ What Are Customers?

Customers are the people that book Meetings with your Account. Your Customers will be generated automatically as they book Meetings and fill out their information. You can also add them manually, and modify their information in your Customers tab.

For each Customer you can specify:

• Booking page info. Such as their Name, Surname, and contact info like Email and Phone number.
• Additional info. Like the Company they represent, and their location: Address, City and Zip Code.

You can also view a Customer’s past and future Meetings, the responses they have given to your Profiling Forms (Learn more about those in Profiling settings), and the Endings they have reached for those forms.

1️⃣ Creating a New Customer

Creating Customers manually will allow you to track all your real Customers' information on Lineup. You will also learn how to add or modify information about your existing customers in this guide.

Step 1: Adding a Customer

1. On your Customers page click Add one. You can also click on the plus symbol (+) or the Add a Customer link located on the left side menu. Now you have a new Customer to set up!

Step 2: Contact information

1. On the Details tab, you can set up this Customer’s information.
2. Click on the Booking page info. Panel to expand it and fill in their info.
3. At Name, enter their first name(s).
4. At Surname, enter their last name(s).
5. At Email, enter the email address you want the Customer to receive Meeting information and notifications at.
6. At Phone, add the Customer’s phone number, including country code.