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Add a Customer

This guide explains how to add a customer to your account, what the invite email does, and how to resend the invite or edit a customer's details afterwards.

Written by Costa Bontioti

šŸ“ Overview

You can add a customer to your account yourself in a few steps. When you do, they receive an email invite to finish setting up their account, so they can log in, book, and manage their membership.

This guide walks you through adding a customer, resending the invite if needed, and editing their details afterwards.

šŸ§‘ā€šŸ’» How to Add a Customer

You add a customer from your Customer List. Once added, they receive an invite email to complete their account.

  1. Go to Customers āžœ Customer List, then click Add a Customer.
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  2. Enter the customer's first name, last name, and email address.
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    šŸ’” Only the customerā€™s first name and last name are required. Their email address is optional, so you can add a customer without one. Bear in mind that the invite email is sent to that address, so a customer added without an email wonā€™t receive an invite to claim their account until one is added. If youā€™re creating a new customer as part of a gift card purchase, an email address is required.

  3. If you would like, add an optional note. This is sent to the customer along with their invite email.
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  4. Click Create.

You are then taken to the customer's profile page, and they receive their invite email.

šŸ’” The customer needs to accept their invite to finish setting up and claim their account.

āœ‰ļø How to Resend the Invite Email

If a customer hasn't received or acted on their invite, you can send it again from their profile.

  1. Open the customer's profile, go to their Account Management Settings.
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  2. In their Account Management Settings, you will see the option to Resend Invite Email, and View Invitation Link.
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    If you clicked on Resend Invite Email, you will see a pop-up confirming that an email will be sent to the email address displayed. Click on Resend Invite Email and the invite will be sent.
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    If you clicked on View Invitation Link, you will see a link which you can copy and forward to the customer directly (e.g. email, WhatsApp, e.t.c).
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šŸ› ļø How to Edit a Customer's Details

You can update a customer's details, such as their name or contact information, at any time. Open the customer's profile and click Edit, make your changes, then save.

ā“ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.

Click the arrow to view frequently asked questions

What happens after I add a customer?

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The customer is added to your account and receives an invite email asking them to finish setting up their account. Once they accept it, they can log in, book, and manage their membership themselves.

Will my customer see the note I add?

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Yes. The optional note is sent to the customer along with their invite email, so only add something you are happy for them to read.

My customer didn't get their invite. What can I do?

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You can resend it from their profile. Open the customer's profile, go to their account management settings, and click Resend Invite Email. It is also worth asking them to check their spam or junk folder.

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