Jump to content

Scheduling reminders and client names

Recommended Posts

Hello there.  I'm new to Squarespace and I am struggling with a couple things in the scheduling area.

We are a company that services other companies - not individuals.  When setting up my customers to send out my reminders etc.  It's insisting that I enter a first and last name.  For us this does not exist.    Is there any way of changing the heading criteria so that I can set it up for a companies name?

Also how do i ensure the software is communicating with my accounting program so that I don't have to enter new customers in both? If I update in my bookeeping software will it update my contacts in scheduler?

Thank you in advance for your help.

Link to comment
  • Replies 0
  • Views 434
  • Created
  • Last Reply

Top Posters In This Topic

Popular Days

Top Posters In This Topic

Popular Days

Create an account or sign in to comment

You need to be a member in order to leave a comment


×
×
  • Create New...

Squarespace Webinars

Free online sessions where you’ll learn the basics and refine your Squarespace skills.

Hire a Designer

Stand out online with the help of an experienced designer or developer.