When someone books online, after they pay they will be given the opportunity to create an account. If the client does not create an account, you can send them an invitation to do so after they have booked by going to their account and clicking the Quick Send button.
You can find your user accounts by clicking Manage --> User Accounts:
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 (Only shows if you have a Tax Zone created):
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!
Customer Events
Current events, if any.
Past events
Saved Payment Methods
If a client has saved a credit card(s) it/they will be listed here (only the card type & last 4 digits will be shown)