Customers

• Customer overview

  Learn all of the things you and your customers can do with their account.

• Using the import tool

  Learn how to import customer and provider information for faster migration and onboarding.

• Add, deactivate or delete a customer

  Learn how to create, deactivate, and delete customer accounts.

• Setting up customer invoices

  Learn how to enable invoices to be generated and sent out to your customers after a service is completed.

• Multiple addresses and cards

  Learn more about saving multiple addresses and cards in customers' profiles.

• Customer charges

  Learn everything there is to know about charges, refunds, and the different types of fees that can be charged.

• Void a charge

  Learn how to void a customer's charge in the pending charges section.

• Refund a charge

  Learn how to fully or partially refund a customer's charge in the "All Charges" section.

• Charge an additional fee

  Learn how to charge an extra fee after you have processed your customer's initial charge.

• Add a late tip

  Learn how to add a tip for a provider after charging the customer's booking.

• Manually place a credit card hold/preauthorization

  Learn how to manually reserve a customer's funds using a credit card hold/preauthorization.

• Release a credit card hold/preauthorization

  Learn how to release a customer's funds from a credit card hold/preauthorization.

• Retry a declined charge

  Learn how to switch payment methods in a booking to try and capture a declined charge.

• How customers can add tips and parking fees for providers

  Learn the various ways a customer can add a tip to their service.

• How customers can view, print, and download invoices

  Learn where your customers can locate the "Invoices" section in their dashboard.

• Referral credits

  Learn about customer referral credits and how to set them up.

• Block a customer from booking or logging in

  Learn how to block a customer from booking or logging in altogether.

• Customer deactivation requests

  Learn more about how customer deactivation requests work, including where to enable notifications and process the request.

• How to export customer data

  Learn how to export customer information into a .CSV file.

• Customer dashboard explained

  Learn how customers navigate their dashboard, including how to rate services, reschedule, cancel, and more.