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 receipt emails

  Learn how to enable receipt emails 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 service receipts

  Learn where your customers can locate service receipts in 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.

• Invoice module overview

  Learn about the BookingKoala Invoice Module and how to use its features.

• Creating customer invoices

  Learn how to create an invoice for a new or existing customer, customize invoices, enable partial/advance payment, and more.

• Locating invoices in the dashboard

  Learn how to navigate the invoice dashboard, including where to view active and draft invoices, filter invoices by type and status, add tags, and export invoices.

• How to edit, duplicate, or delete an invoice

  Learn how to edit, duplicate, or delete an active or draft invoice.

• How to download or print an invoice

  Learn how to download or print an active or draft invoice.

• How to send an invoice

  Learn how to resend an invoice and manually send an invoice link.

• How to charge or change the status of a custom invoice

  Learn how to charge or change the payment status of an active custom invoice.

• How to view invoice logs

  Learn where to view invoice logs including payment logs for draft invoices.

• Charge a booking or separate fee using the add charge option

  Learn how to mass charge bookings or how to charge a separate fee outside of the booking charge.

• Invoice payment Q&As

  Learn how changes made to bookings, charges, and credit card holds impact their invoices.

• Recurring invoice Q&As

  Learn more about how recurring invoices work concerning customers, bookings, and reminders.

• Separate charge feature

  Learn which features are included in the separate charge feature, where to set them up, and how to use them for admin, providers, customers, and staff.

• Customer booking charges

  Learn more about the "Add Charges" option and how to process booking charges.

• Partial/advance payments on invoices

  Learn how to set up partial payments on invoices. Partial and advance payments on invoices allow customers to pay an invoice in multiple installments rather than the full amount at once. 

• How to send an invoice card link

  Learn more about invoice links including how to send an invoice card link to a customer.

• Resend an invoice

  Learn the difference between automatic versus manual invoice sending and how to resend an invoice to a client.

• Revert a cash/check charge

  Learn how to revert a cash/check charge in the "All Charges" section.

• Add card link feature

  Learn how to utilize the add card link feature by sending clients an SMS and/or email to securely add their card.