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Customer Profile

Customer Profile

Overview The Customer’s page will be a list of your companies active/archived customers. Every customer will have the ability to login and manage their bookings from their own account. You are able to perform many actions for a specific customer within their customer profile as well. To open a customer’s profile: select the people icon   your left menu select your customer’s name to open their profile   Navigating the Customer Profile The customer profile is a great way to manage […]

Stripe Strong Customer Authentication (SCA)

Overview Earlier this summer, Stripe announced that Strong Customer Authentication (SCA), a new rule coming into effect on September 14, 2019, as part of PSD2 regulation in Europe, would require changes to how European customers authenticate online payments. This meant that card payments for these European customers would require a different user experience, namely 3D Secure, in order to meet SCA requirements. Transactions that didn’t follow the new authentication guidelines may be declined by your customers’ banks. Learn more about SCA […]

Add Your Booking Form to Wix Site

 Here is a video walk through on how to install your form on your Wix Site:     Adding the form via your Wix Account: To display the booking form on your Wix site, you will need to use HTML, this will allow you to embed an iframe (external code or components). To add HTML code: Click Add  on the left side of the Editor. Click More. Click HTML iframe, or drag it to the relevant location on your page. Enter the HTTPS code. […]

Include/Exclude Fees from Team’s Earnings

Overview Some businesses may add extra fees to the normal prices of their services. An example is a $5 trip fee charged to the customer to compensate travel/toll expenses. If you pay your teams as a percentage of the base amount of the booking, then this fee will be shared with your teams as well. If you want to avoid sharing this fee with your teams, you can add a Fee Adjustment to your Wage Method settings so that it is excluded (or […]

Discount Codes with Service Date Restrictions

Overview You can now set two types of service date restrictions on your discount codes: Service Date must be within a specific date range (i.e. April 1st – April 7th) Service Date must be for specific days of the week (i.e. Tuesdays and Wednesdays only) Discount Code for Specific Date range This is useful if you want to run a special promotion on a certain date(s). You simply need to set a starting and ending date: Go to Settings > Promotions […]

Include Bookings Against your Availability

Overview Staff are allowed to create bookings that have times that are outside of your normal spot availability. For example: Your normal schedule: 8:00AM, 11:00AM, 2:00PM A booking was created by staff outside of your normal availability: 9:00AM You can count these bookings against your normal availability so that the 9:00AM booking above will fall under 8:00AM normal spot. IMPORTANT: If you use arrival windows on your schedule, your booking needs to have an arrival window that matches what’s on your schedule: Your normal […]

Add a Company Name to a Customer

Overview If your customer is a company, you can add their Company Name to their profile: Go to Customers and find the customer you want to add a Company Name to Click the settings icon under the Customer Info section Click Edit Contact Info Enter a value into the Company Name field Click Save   You will now be able to: See the customer’s Company Name throughout the system Lookup the customer by Company Name when creating bookings or searching for bookings

Block Customers from Booking Appointments

Block Customers – Overview If you ever get a customer that you would prefer to not service again in the future, you can block their account so they are not able to book new appointments any more. How it Works Once you block a customer’s account, they will not be able to create a new booking using the email address that’s linked to their account anymore. If they try to, they will not be able to choose a date and time no matter which date they […]

Manage a Customer’s Email Preferences

Overview You can disable specific email notifications for your customer by changing their email preferences. Customers may also do this themselves via their self-service account, or the Manage Email Preferences link in the footer of the email notifications. How to Manage a Customer’s Email Preferences Go to Customers Click on the customer whose email preferences you’d like to change Click on the Settings icon > Email Preferences  Check/un-check any email you want to subscribe/unsubscribe the customer from receiving Click Save Changes […]

Sync Bookings to a Location

Overview You can sync your upcoming bookings to their correct location by doing the following: Go to Settings > Multi-Locations Find the Location that you want to sync bookings to and click the Sync icon A modal popup will open explaining how the process works. Click Next You will now see a list of upcoming bookings that may be synced. These bookings may either be added to or removed from the current location Choose the bookings that you want synced and click Sync […]