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Help & Support

Your customers

How Gerany works, plus answers to common questions.

Everyone who has bought from, booked with, subscribed to, or messaged your business becomes a customer in your workspace, with a timeline of what they have done with you. It is yours alone: a team member of one business sees nothing from another.

01

Notes, tags and follow-ups

Open Customers from your business page. Add a note after a call, attach tags ("regular", "VIP"), and set follow-ups with a due date so the front desk knows who to ring back. The timeline shows orders, bookings, memberships and messages in one place.

02

The shared inbox

Messages a customer sends your business land in the Inbox, where any team member can answer — no private phone number is ever exchanged. You can assign a thread to one person, resolve it, and reopen it later.

You may only email or text a customer who has explicitly agreed to share that channel with your business; until then the conversation stays inside Gerany. Marketing messages also need that consent.

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