The purpose of this article is to help you learn:

  • How to use each part of the "Customers" section
  • How to create, manage, and update customer accounts
  • What customers can use their account for
  • Processing customer charges, card holds, and refunds
  • Editing the content and appearance of the customer dashboard pages

 

Customer Overview

Click the links below to view instructions on how to set up the various features discussed in this overview.

 

Getting Started

Setting Up Your Store Options "Customer" Tab: Learn which features you can enable under the store options "Customer" tab.

Using the Import Tool: Learn how to import customers for faster migration.

Add, Deactivate or Delete a Customer: Learn how to create new customer accounts, process account deactivations, and delete accounts if necessary.  

Connect a Stripe Account with a Custome Profile: Learn how to connect an individual customer account with a customer Stripe ID.

Setting Up Customer Receipts: Learn how to enable service receipts and customize how they will look.  

Multiple Addresses and Cards: Learn how to save multiple addresses and credit cards in a customer's profile.

Enable/Disable Customers from Editing Quotes: Learn how to allow or block customers from editing the quotes you have sent them.  

 

Customer Charges

Customer Charges: Learn how to set up which forms of payment you accept, how to charge bookings, and where to locate the Booking Charges section.

Void a Charge: Learn how to void a customer's charge.

Refund a Charge: Learn how to process a full or partial refund.  

Charge an Additional Fee: Learn how to charge extra fees for a booking after the initial charge has already been processed.  

Add a Late Tip: Learn how to add a tip after the initial booking charge has already been processed.  

Manually Place a Credit Card Hold: Learn how to manually hold (or preauthorize) a customer's booking charge.

Release a Credit Card Hold: Learn how to release a credit card hold/preauthorization.  

Retry a Declined Charge: Learn how to process declined booking charges.

 

Account Features and Resources

Log In As a Customer or Provider: Learn how to log in as a customer without logging out of your admin account.

Enable the Customer and Provider "My Drive" feature: Learn more about the "My Drive" feature and how to enable it for customers. 

How Customers Can Add Tips and Parking Fees for Providers: Learn about the different ways a customer can leave a tip for their booking.

How Customers Can View, Print, and Download Service Receipts: Learn where customers can access booking invoices in their dashboard. 

Referral Credits: Learn how to set up a referral system for your customers and how they earn credits.  

Block a Customer From Booking or Logging In: Learn how to restrict access to a customer's dashboard, including how to block them from booking or even logging in.

Customer Deactivation Requests: Learn how to process a customer's account deactivation request.

How to Export Customer Data: Learn how to export your customer information into a .CSV file.  

 

Customer Dashboard Pages

Edit the Customer Dashboard Page: This page allows customers to view their upcoming and past appointments, edit their personal information, update their passwords, view and edit their billing information, and view declined payments for past bookings.   

Edit the Customer Edit Personal Details Page: This page allows customers to add a profile photo, edit their name, edit/add email addresses, edit/add phone numbers, and add/edit other contacts for their profile. 

Edit the Customer Your Info & Billing Page: This page allows customers to edit their addresses, add/edit their cards on file, and view/download invoices and receipts for their bookings and gift card purchases.  

Edit the Customer My Drive Page: If enabled, the customer My Drive page allows customers to view files uploaded to their drive and upload files to share with the merchant and staff. 

Edit the Customer Gift Cards Page: This page displays all gift cards that have been sent and received by the customer.  Click here to learn how to edit the customer Gift Cards page.  

Edit the Customer Notification Page: This page allows customers to enable or disable email and SMS notifications for their profile. 

Edit the Customer Reauth Card Page: This page is displayed when the 3DS option is enabled on your account in store option settings and a card payment link is sent to the customer to reauthorize an existing card or add a new card as detailed in this article. 

Edit the Customer Add Payment Page: This page is displayed whenever a customer adds a new card to the Your Info & Billing section as shown in this article. 

Edit the Customer Invoice Page: This page displays the customer's invoice and an optional contract pop-up to collect and verify the customer's signature upon reviewing and paying the invoice.  This page is displayed when a customer is sent an invoice link as detailed in this article.  

Edit the Customer Invoice Payment Page: This page is displayed when the customer clicks the Pay Invoice button at the bottom of their invoice. 

Edit the Customer Invoice Thank You Page: This page is displayed once the customer has successfully paid their invoice on your website.