Learn all of the things you and your customers can do with their account.
Learn how to import customer and provider information for faster migration and onboarding.
Learn how to create, deactivate, and delete customer accounts.
Learn how to enable invoices to be generated and sent out to your customers after a service is completed.
Learn more about saving multiple addresses and cards in customers' profiles.
Learn everything there is to know about charges, refunds, and the different types of fees that can be charged.
Learn how to void a customer's charge in the pending charges section.
Learn how to fully or partially refund a customer's charge in the "All Charges" section.
Learn how to charge an extra fee after you have processed your customer's initial charge.
Learn how to add a tip for a provider after charging the customer's booking.
Learn how to manually reserve a customer's funds using a credit card hold/preauthorization.
Learn how to release a customer's funds from a credit card hold/preauthorization.
Learn how to switch payment methods in a booking to try and capture a declined charge.
Learn the various ways a customer can add a tip to their service.
Learn where your customers can locate the "Invoices" section in their dashboard.
Learn about customer referral credits and how to set them up.
Learn how to block a customer from booking or logging in altogether.
Learn more about how customer deactivation requests work, including where to enable notifications and process the request.
Learn how to export customer information into a .CSV file.
Learn how customers navigate their dashboard, including how to rate services, reschedule, cancel, and more.