Managing customers

Add and edit the organizations your agency serves.

Roles: SchedulersManagersAdminsAccount owners
Surfaces: Web app
2 min read Updated May 8, 2026

AT A GLANCE

  • The Customers page is a table of every customer your agency serves.
  • Add a customer with the + button at the top right of the table. Name, email, and team are required; everything else is optional.
  • Edit a customer by clicking their row in the table.
  • Team scope. Any team can take a request for any customer, but your team’s access determines which customers you can manage.

The Customers page

The Customers page lives in your agency’s main navigation and shows a table of every customer you serve. From here you can add new customers, find existing ones, and open a customer to edit their details.

Who you can see: customers are organized by team. Any team can take a request for any customer (see Teams), but managing customer records is scoped to the teams you belong to.

Screenshot: Customers table showing a list of customer organizations with the + button highlighted in the top right

Adding a customer

Click the + button at the top right of the Customers table. A modal opens with the fields below.

Required

  • Name — the customer’s organization name.
  • Email — a primary contact email.
  • Team — which of your teams this customer is associated with.

Optional

  • Website
  • Phone
  • Fax
  • Location — address, city, state, ZIP.
  • Billing address — set as Same as location or Different. Choose Different to enter a separate billing address.

Click Save, and the customer appears in the table. You can immediately start creating appointments for them.

Screenshot: Add customer modal with Name, Email, and Team fields filled in and optional fields visible below

Editing a customer

Click any row in the Customers table to open the customer record. You can edit the same fields you filled in when adding them — name, email, team, contact details, and addresses.

Changes save when you submit the form.

Screenshot: Customer record open for editing, showing contact details and address fields

Coming soon

A few additions to the customer experience are planned:

  • Customer profile pages. A dedicated profile page for each customer, with rates, cancellation policy, onboarding requirements, appointment history, and contacts all in one place. Today, cancellation policy is agency-wide rather than per-customer.
  • Per-customer request fields. Customize the fields that appear on the appointment request form on a per-customer basis — for example, a “courtroom” field for a courthouse customer, or a “department” field for a hospital customer. See Custom request fields for more.
  • Customer invitations. Invite a customer to create their own Fluent account and use the request portal, with their account connected to your agency.