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=1725210900&signature=707fe3041cac248875931a24dc440c55b4858b59dfa2195c25030177195f90b9&req=dyYnH8t%2BnIRfFb4f3HP0gIysrsDe0YCKbY5r7CZtqC54EMEXj3p43fYZXAP6%0AVM4%3D%0A)
Enable the setting:
![](https://downloads.intercomcdn.com/i/o/334025913/c76e617f3dbd70480f01ad81/Screen+Shot+2021-05-07+at+13.06.48.png?expires=1725210900&signature=58b953f11bc45cee4d43380c0dedb91feb04f8ae6ce3759fbc310c0504ce23bb&req=dyMjFst7lIBcFb4f3HP0gAlY9PPbR68mqoilJdhlt8uuRVfSybowAUeBH7iJ%0AFJg%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=1725210900&signature=33ca42fddcfdcf467413daa84c5a5c86a168f665638a3aac540fe6dda93211a0&req=dyMlEsh9noZdFb4f3HP0gMrn09QgmmyI7v%2FcIvHNCKFY%2BNw7Y4NIh9KSuPep%0Aevg%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=1725210900&signature=7a685001cbe0700ef2d19f37a322d04bc9595d66f354cf2ab063d0ee59caf814&req=dyYnH8t8noZZFb4f3HP0gHN2OINU1T%2FgZlg0mOdJfDnXed65u0YQ8ATTc3Jp%0AOcM%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=1725210900&signature=d9e63a6cdcb13904740526c633099402abc48e00e93fe194a5240d1ce86ba0a6&req=dyMjFst%2Fm4deFb4f3HP0gHoc3A0YQ%2FuH8%2BAFy7cdjDZbg08%2FS7MbtBOernb1%0A5KI%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.