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There may be instances, such as frequent no-shows or problematic clients that are not the right fit for your business. In these situations, you can enable client blocking - taking away the uncertainty, reducing administrative overhead, and preventing appointment slots from being booked. In this guide you will learn how to manage blocking clients.
How to block a client
Step-by-step instructions
1
Head to customers in the main menu and search for the client's name, then select your client.
2
Click the ellipsis (three vertical dots) menu item and select block from the menu.
3
The Client Blocking pop up window will appear. Next you can toggle the block client option on.
Timely note: if there are other client records with either a matching mobile number or email address, these will be displayed and can be viewed by selecting the down arrow to provide further details.
4
Next select the down arrow to expand the accordion. Now you can review the list and decide whether it is appropriate to block all of these records. If you do not wish to block those clients, then you should cancel the blocking pop up window and amend the email address and/or mobile number in the client records that have been identified against your client you are blocking.
5 Next, you will be presented with a standard message that will be displayed to this client only, if they try to make a booking online and are blocked. You may optionally specify a custom message that this client only will see, should you wish to tailor the message specifically for them.
6
Select the custom message button and type a message. It is
recommended that you try not allude to the fact that the client is blocked
in your messaging, so as not to generate any potential ill feeling. A more cryptic
message that there are technical difficulties may be preferable in this situation.
7
You may also decide to cancel all future appointments by selecting the checkbox to automatically cancel all future appointments. If you have SMS or email booking changes enabled within your customer messages, notifications will be generated to the client informing them of the cancellations.
8
When you are ready, click save to apply your changes.
How to unblock a client
Step-by-step instructions
1
Head to customers in the main menu and search for the client's name, then select your client.
2
Click the ellipsis (three vertical dots) menu item and select unblock from the menu. Now the client blocking pop up window will appear.
3
Toggle the block client option off. This process will work in reverse of the blocking operation, so any client record that was blocked (matching email address or mobile number) will likewise be unblocked. All cancelled bookings from the blocking process will not be re-created however.
4
When you are ready, click save to apply your changes.