What you need to know:
Use this feature to keep your customer list up-to-date, and to ensure you comply with EU GDPR rules on data processing.
Customers are flagged in your Customer List three days prior to being deleted - so you have a chance to make a booking for them, if you don't want them to get deleted.
Customer data gets deleted, but customer bookings remain in the calendar - anonymously.
Article Structure:
1. How to Add a Customer Deletion rule
Navigate to Settings, Customers, and click on the edit icon:
![](https://downloads.intercomcdn.com/i/o/360920150/b3c4f1fd8aef65170cd5dbf4/Screen+Shot+2021-07-09+at+11.14.45.png?expires=1725567300&signature=bc8f40a26d90e807f3ff30610b54401d623348968f2beb428d245b17bbdeb251&req=dyYnH8t%2BnIRfFb4f3HP0gIysrsfZ1oqKbY5r7CZtqC42FQZwaUuP2dhrMrEF%0APMI%3D%0A)
Enable the setting:
![](https://downloads.intercomcdn.com/i/o/334025913/c76e617f3dbd70480f01ad81/Screen+Shot+2021-05-07+at+13.06.48.png?expires=1725567300&signature=d0f910d6ec78f2bea61d839ca7f15989e11b02be5d6175290a61615dad7b1e0a&req=dyMjFst7lIBcFb4f3HP0gAlY9PTcQKUmqoilJdhlt8sMmBwSm5jP3V0bq6qf%0ASLg%3D%0A)
To add your first deletion rule, first select the category you want to base the rule on.
![](https://downloads.intercomcdn.com/i/o/332413372/fbd8dab6a994724b76fc8618/Screen+Shot+2021-05-04+at+12.19.31.png?expires=1725567300&signature=506d8324f59bca9d3e56ec994f9de4e75261c5193f03f548312a80bcbb6beaa4&req=dyMlEsh9noZdFb4f3HP0gMrn09MnnWaI7v%2FcIvHNCKHAVVl87FO6vqZeafKm%0AFPo%3D%0A)
Here is an explanation of the five categories:
1. Customers with an External Customer ID | You can use this rule if you assign External IDs to your Customer Fields. All customers with an External ID will be impacted. |
2. Customers who Scheduled Online as Guests or via Facebook | Applicable to customers who scheduled their first booking via your Booking Widget, using the “Guest Booking” option, or authenticated using their Facebook account. ![]() (This option is available if you have Guest and/or Facebook activated under Settings → Widget → Customer Authentication.) |
3. Customers with a Tag | One tag can be applied per rule, and you can create unlimited rules. |
4. Customers Manually Added or Imported | Customers manually added to your account, including via the Import App or CSV file upload. |
5. Customers with a TIMIFY Booker Account | Customers who opened a Booker Account via your Booking Widget, and made their first booking using their Account. |
After you select a category, define a length of inactivity:
![](https://downloads.intercomcdn.com/i/o/360922376/d2b56cb983ad1d8e479d62f4/Screen+Shot+2021-07-09+at+11.24.52.png?expires=1725567300&signature=79e3fd438f040fc45d890d560076de71c791935021f1a90bfea4249308e5a84f&req=dyYnH8t8noZZFb4f3HP0gHN2OIRT0jXgZlg0mOdJfDnjFR7cf0U8rbRIlNJD%0ATlY%3D%0A)
We selected one year. That means, if a customer doesn’t attend a booking for a year, OR goes for longer than one year without having a booking scheduled for him/her, they get deleted.
Once you have selected a category and time frame, press save. That's it!
2. How to View Customers Marked for Deletion
Navigate to Customers, Customer List. Select "to be deleted" from the View filter.
![](https://downloads.intercomcdn.com/i/o/334021661/86cdd0eab1671fc9fc1c3d78/Screen+Shot+2021-05-07+at+12.56.33.png?expires=1725567300&signature=bb7605b86c847c3eb57f0e66e7c386789d3657ae3ea8eb811cedc0f986c3e043&req=dyMjFst%2Fm4deFb4f3HP0gHoc3AofRPGH8%2BAFy7cdjDYKqTrAmmVA2b2onwsa%0Akro%3D%0A)
Impacted customers appear here.
ℹ️ The data is refreshed daily at 0700 UTC. Customer names appear 3 days before they are due to be deleted: this gives you time to make bookings for any customers you want to keep in your account.