How to Ban a Client
A client didn't show up for their last appointments, didn't pay or behaved inappropriately? Whatever the reason, here's how to block a client from signing up for a class or booking an appointment with you:
For all professionals in the account:
1. Click on the
Settings menu
2. Select the
Business tab
3. Click on
Tags
4.
Add
Tag
5. Choose a
Label for your tag.
*Note that at no time will the customer see a mention that they had been identified as a customer banned by the system, it is therefore only visible internally
6. Select the
Banned Client type
7. Edit the
Icon, if desired
8. Change the language, if necessary, then enter the message you want to display on the screen when this client tries to book an appointment online. If you leave the box empty, then the default message "Sorry, this is not available at this time" will be displayed.
9. Save
10. Open the client profile
11.
Edit Tags
12. Add the tag you just created and click on the
✔ to save
Once they have entered their information, the system will recognize that the person has been flagged as a banned client and will then display your message:
And directly, if they log in as an existing client:
For only one professional:
1. Click on the
Settings menu
2. Select the
Business tab
3. Click on
Tags
4. Add Tag
5. Choose a
Label for your tag.
*Note that at no time will the customer see a mention that they had been identified as a customer banned by the system, it is therefore only visible internally
6. Select the
Normal type (not Banned Client)
7. Edit the
Icon, if desired
8. Save
9. Open the client profile
10.
Edit Tags
11. Add the tag you just created and click on the
✔ to save
12. Open
Settings
13. Select the
Employees and Services tab
14. Select
Services
15. Click on a service.
*If you want to block the client for all your services, you will have to perform the same steps, one at the time
16. Scroll down the page to add a particular action (When the client
"has tag" > "[Label chosen in step 5]" > "Make unavailable"), which will make this service unavailable to book by clients with this tag
17. Save
