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Customers›Customer Management & Records

Lock customers

Feature: Online Booking › Lock Customers › Settings

Prevent unwanted customers from booking appointments online.

You can access this area via Settings > Block customers If this function is not enabled, it can be activated via "Settings > Add function".

Using email address or phone number, appointment bookings by certain customers can be prevented. This is also possible if you want to allow online booking without prior registration. Customers who are already registered can be blocked via the customer file if you don't offer booking without registration anyway.

Use cases:

  • Unreliable customers who don't cancel in time or don't pay their invoices
  • Customers who harass or stalk staff members
  • Bookings that damage the business, e.g. by competitors or former employees

Block a customer

In the "Block customers" function, you can block as many customers as you like. If this function is not enabled, it can be activated via "Settings > Add function".

  1. Go to Settings > Block customers and click "+ Block customer".
  2. Specify the characteristic to be blocked. This can be the email address, the phone number, or both.
  3. If necessary, enter a reason for the block so that colleagues can understand the reason later.

Tip:

All data contained in a block must match the person booking. To be on the safe side that the email address can never book again, we therefore recommend entering only the email address and creating a second rule with the name.

Types of blocking

There are different types of blocking:

  1. Customers can apparently book appointments without them being displayed in the calendar
  2. Customers receive a message that booking is not possible (with freely selectable reason)
For more options on how to handle unreliable customers, find out here.
Categories: Customer Management & Records

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