When new customers make a booking with your business, a customer profile - identified by the email address - is created automatically in the Customers section of your dashboard. Their details, such as their name, email, and any other standard and custom fields are saved to a new customer record.
If customers return to make subsequent bookings - depending on your Registration settings, and if customers sign in as returning customers - the system will create a new customer profile, or link the new bookings to the existing customer profile.
- Never: never have to set up a password or verify their email address with your business
- On return: set up a password or verify their email address only if they return and make a subsequent booking
- Required: set up a password the first time they make a booking online - during the checkout process.
This article explains the differences between the Registration options, and also details how each option affects other features offered by Bookeo.
In this article:
- How each customer account option affects other features offered by Bookeo
- Customer registration settings
- Never: never require customers to set a password
- On return: do not ask new customers to set up a password. ask returning customers to set up a password or verify their email address only if they make a subsequent booking
- Required: ask customers to set up a password the first time they make a booking online - during the checkout process.
- Managing booking agent
How each customer account option affects other features offered by Bookeo
When choosing the registration settings for customer accounts with your business, it's important to evaluate how each option affects other features offered by Bookeo.
Feature | Never | On return | Required |
Registration type |
Customers never have to set up a password or verify their email address with your business |
Customers must set up a password or verify their email address only if they make a subsequent booking |
Customers must set up a password the first time they make a booking online - during the checkout process |
Flagging customer profiles |
✘ |
✔ |
✔ |
Setting that bookings made by specific customers require approval |
✘ |
✔ |
✔ |
See the full history of a customer |
✘* |
✔ |
✔ |
Generate a report of repeat customers |
✘* |
✔ |
✔ |
Use stored card details when customers make online bookings |
✘* |
✔ |
✔ |
Automatically apply valid prepaid credits when customers make online bookings |
✘* |
✔ |
✔ |
Automatically apply existing money credits when customers make online bookings |
✘† |
✔ |
✔ |
Automatically apply residual amounts on a generic gift voucher when customers make online bookings |
✘† |
✔ |
✔ |
* Unless account users first merge duplicate customer profiles
† Unless customers sign in as returning customers.
Customer registration settings
The differences between the Registration options are explained below.
Never: never require customers to set a password
With this setting, customers are never required to set a password. If a customer returns to make a booking, the system will create a new customer profile. In other words, every time a customer returns, he is considered a "new" customer, and you will have duplicate customer profiles in the Customers section of your dashboard.
To enable this feature:
1. Go to Settings>Booking preferences
2. In the Registration section, select never: customers never register [1]
3. Tick the Enable sign in with Google and/or Enable sign in with Facebook [2] checkboxes, if you want to let your customers sign in with Google and/or Facebook for a faster sign-up and sign-in process. When these features are enabled, and customers return to make a booking with your business and sign in with their Google and/or Facebook credentials [3], the system will assign the new bookings to the existing customer profile. You can learn more here
4. Save
On return: do not ask new customers to set up a password. ask returning customers to set up a password or verify their email address only if they make a subsequent booking
This is the most common choice for businesses that have many casual customers that only book once.
When this feature is enabled, first-time customers make a booking and checkout without setting a password.
If later they try to make a subsequent booking and input the email address associated with their customer profile, they will be prompted to:
- validate their email address [7], or
- set a password [8], or
- (if enabled) sign in as returning customers with their Google and/or Facebook [3] credentials
After validating their email address, setting a password, or logging in with their Google and/or Facebook credentials, they can complete the checkout process by signing in as returning customers. All the details provided when their first booking was made will show as pre-filled, and the new booking will be associated with their customer profile.
To enable this feature:
1. Go to Settings>Booking preferences
2. In the Registration section, select on return [9] do not ask new customers to set a password the first time they make a booking. If a customer returns to make another booking, he will be prompted to verify his email address or to set a password
3. Tick the Enable sign in with Google and/or Enable sign in with Facebook [2] checkboxes, if you want to let your customers sign in with Google and/or Facebook for a faster sign-up and sign-in process. When these features are enabled, and customers return to make a booking with your business and sign in with their Google and/or Facebook credentials [3], the system will assign the new bookings to the existing customer profile. You can learn more here
4. Save
How customers can verify their email address
You can learn more about the three options for customer verification in the table below:
Option 1 - Customers sign in with their Google and/or Facebook credentials |
Option 2 - Customers select to validate their email address |
Option 3 - Customers select to create a password |
---|---|---|
If the sign in with Google and/or sign in with Facebook features are enabled in the Bookeo account, customers can log in as returning customers using the "Continue with Google" or "Continue with Facebook" buttons [3], when: prompted to verify their identity.
|
If customers select to validate their email address, an email with a link to verify the customer's identity is sent to the customer's email address. Customers can click on the Verify identity button in the email to confirm their identity.
They will be then redirected to the booking page to complete their booking. |
If customers select to create a password, they can follow the prompt to set a password. An email containing a link to the password reset page will be sent to their customer account email address. The password reset page will prompt them to enter and confirm a new password for their account. Once they’ve completed this step, they will be redirected to the booking page to complete their booking. |
Required: ask customers to set up a password the first time they make a booking online - during the checkout process
This is the most common choice for businesses that have mostly regular customers.
To enable this feature:
1. Go to Settings>Booking preferences
2. In the Registration section, select required ask new customers to set a password when they book [4]
3. Tick the Enable sign in with Google and/or Enable sign in with Facebook [2] checkboxes, if you want to let your customers sign in with Google and/or Facebook for a faster sign-up and sign-in process. When these features are enabled, and customers return to make a booking with your business and sign in with their Google and/or Facebook credentials [3], the system will assign the new bookings to the existing customer profile. You can learn more here
4. Save
When this feature is enabled, new customers will be required to set a password [5] when they make their first online booking. Customers can also sign up with their Google and/or Facebook credentials [3] without setting a password.
Returning customers can sign in with their email address and password by clicking on the Sign in [6] button, or with their Google and/or Facebook credentials [3].
Managing booking agents
Even when a booking is made by a booking agent, the agent should always input the customer's email address - not the agent's email address. This for example will ensure that you have accurate records of your customers, and that reminder and thank you emails are sent to the correct email address - so that you can also collect reviews. Learn more about booking agents here.
If, however, for some reason, the agent prefers to use his own account to make bookings, he should use his details as the customer (person making the booking), and input the details of the participant(s) (people attending the activity). Learn more about participants here.