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Customers

How to manually add a Customer to the System

Go to Users -> Customers Click 'Add New' Enter the Customer's data Click Save Changes.  

How can Customers contact Customer Support?

Customers can contact customer support by: Signing in to their account  Clicking Support in the menu Choosing either Email Support or Live Chat  

Managing Credit Cards

Add a Credit Card Go to Users -> Customers Click the Name of the Customer you want to edit Click Payment Setup​ Scroll down to the Add Card section Enter your credit card info Click Add Card ​ Remove a Credit Card Go to Users -> Customers Click the Name of the Customer you want to edit Click Payment Setup​ Find the credit card you want to remove Click the Delete icon When asked "Are you sure?", click Ok​   Set a Default Credit Card Go […]

Editing Customer Account Info

Go to Users -> Customers Click the Name of the Customer you want to edit Edit your values. Click Save. You may also add/remove Credit Cards from a Customer’s account.

Confirming a Customer Account

Customers must confirm their accounts first in order to sign in to the site. Here’s how it works: We send them a confirmation email to confirm their identity. They click the confirmation link They’re taken to a page where they create a password for their account. Now the Customer will be able to sign in to their account.

Search for Customers

Go to Users -> Customers Enter the Customer’s Name or Email into the search box  Hit Enter on your keyboard

How do Customers Create an Account?

Customers accounts can be created in 2 ways: 1) After Making a Booking After a new Customer makes a booking on your site, they'll be asked if they want to Confirm their Account. Once they confirm their account, they'll be able to sign in to your site and see all of their Bookings etc.   2) The Signup page: Customers can create an account by visiting the signup page.    http://my-company.launch27.com/signup   You can find links to the Signup page […]

Export/Import – Overview

Export Bookings Go to Bookings > Download CSV Using the date fields, choose the time frame of bookings that you would like to download Check off the fields of data that you want to export Click Download Export Customers Go to Customers > Export customers Choose if you want all customers to be downloaded, or customers created during a specific time frame Enter a tag if you want to download customers based on their Tags Select the fields of data that […]