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Online booking for different customer groups

If you wish, you can create different online booking processes for various customer groups.

Use case example:
If you want to offer your regular customers different prices and services than your new customers, you can create different booking processes for both customer groups. When a new customer logs in, she will only see the prices and services intended for new customers.

Prerequisite for creating different booking processes

You can create a separate booking process for each customer status. Here you will learn how to create a customer status and how to assign this status to a customer.

Creating a specific booking process

Via Settings > Online Booking you can access the online booking settings

Short video on creating a customer status-specific booking process:

Before you create a booking process as described in our guide, you can select a customer status.

Block online booking for specific customer groups

In each customer file you have the option to block individual customers from booking. However, if you wish, you can also exclude all customers of a specific customer status from booking.

Use case example:
You decide to permanently exclude all unreliable customers from online booking to avoid appointment cancellations. Assign all these customers a special customer status and edit the status. This way you don't have to block all customers in this group individually.

Short video on blocking online booking for a customer status:

Note: Please note that your customers have the right under the General Data Protection Regulation to request all data that is stored about them. This also includes their own customer status.

Further articles on the topic of online booking:

  • Make services available for online booking
  • Edit online booking settings
Categories: Setup & Settings
Tags: kunden sperren, Kundenstatus, Onlinebuchung, Onlinebuchung sperren
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