When they join
The card says On the app - they book you here. Same person as a customer who booked lets you pick that customer, who is asked to confirm before the two cards become one.
Step by step
How to keep all your clients in one place
Add the clients you already have to the Customers page, note the visits they book by phone in your calendar, and invite each one to book you online when you choose.
Surrounders never contacts your clients by itself: you choose who gets a link and how, with Share or a copied link.
All your clients in one list
Where do you keep clients who are not on the app?
In Customers: everyone you work with, on the app or not. Add client asks for a Name and, if you like, a Phone, an Email and a Note only you see. Each row says Booked through the app or Not on the app.
Record the visits booked by phone
How do you add a visit someone booked by phone?
The + on your calendar opens Add custom appointment: an Appointment with the client, and Repeat for a regular. Its time is taken in your calendar, so nobody books over it, and it shows under Custom in Bookings.
Send each client their link
How does a client join you on Surrounders?
On the client's card, Send their link gives you that client's own link to Share or Copy; the card then says when you invited them.
Surrounders never emails or texts your clients by itself: you choose who gets a link, and how.
Your clients stay yours
Your list is yours alone: nobody else sees it, and Surrounders never sells or shares it. Notes on a client stay visible to you only.
Or share your page with everyone
Your link and your QR code reach every client at once.
Read next
- Your own booking page and linkYour page at surrounders.com/pro/your.name with your services, availability, photos, reviews and languages. Share the link or print the QR code.
- One calendar for every bookingEvery booking, group date and your own appointments in an Agenda, Week or Month view. Working hours, time off, and your phone's calendar in the app.