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Customer User Account

Each user account captures helpful information about them including their bookings, payment methods, referral link and login records.

Updated over 3 weeks ago

What's included in a user account?

Basic Information:

  • First Name

  • Last Name

  • Business Name

  • Email

  • Phone

  • Address, city, state, zip

More Details:

  • Bio - enter any info you like here about the client.

  • Private notes - notes that only you can see; not the client.

Sales Tax:

  • Is this user tax exempt? Yes or No

    • Reason for the exemption

  • Supporting documentation (file upload)

Primary Image:

  • Usually an image of the person, but any image file will work

Roles:

  • Yes, allow this user to log in (checked by default)

  • Admin (gives the user admin access

  • Staff (gives the user staff access - more permissions available in this role

    • Bookings: Extended Permissions

      Allows this team member to see pricing, messages, make edits to bookings and more

    • Bookings: See All Bookings

      Allows this team member to see all confirmed bookings, including those they are not assigned to

    • Sales: Manage Leads & Proposals

      Allows this team member to manage leads and create proposals including pricing and messaging

  • Customer

Note: Only assign either customer or staff permission to a user - not both!

Checkout:

  • Show this staff member when customer is booking online

    • Only show for the following packages: (will only show when the packages below are selected for booking by the customer.

      Applies To:

      • Does not apply to any of your packages (click Edit to choose packages)

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