Creating Customer profiles via Admin or Staff Accounts

To do this, navigate to the Customer Accounts tab (Manage > Users) and click the + New button on the top right side of the page.

Fill out the required credentials and then click Create to save the profile.

1. Access the entry from the Customers list by clicking on the Customer's name.
2. Choose to + Add Password.
3. Confirm the Customer email address and update as needed from the Update Email or Password modal.
4. Click Submit.

A password reset email is sent to the email address attached to the Customer. Once they click the provided email link, the Customer enters a password, and their Customer profile is verified and ready to use.

Any new profiles must undergo a brief verification process whereby a Customer must click on a link in an email before they can view the contents of their account.

Once the Customer clicks the email link, their account is claimed, and they can log in.

When a Customer wants to log in, they can either click the Log in link, as described earlier, or you can also point your Customers directly to the Customer profile login modal using a custom URL on your website.

Whenever Customers log in through an embedded booking portal in your website, they are redirected to the booking page to complete the process unless the website is served over HTTPS with an SSL certificate. This is a security requirement.

All bookings previously made under the same email address used to create the Customer Profile are automatically attached to the Customer's profile once the account is created.