Appearance
Customer settings
The Customers settings page lets you choose which customer details staff and widgets must collect.
Getting there
- Where: Settings → Customers.
- Permission: the
brandsresource.
Customer Data
The Customer Data card lists each customer field with a Required or Optional badge:
- First name: required
- Last name: required
- Email: required (unique per studio)
- Phone: optional
- Date of birth: optional
Select Save Customer Settings to apply your changes.
Tips
- The Allowed domains under Website integration are the hosts to which a customer sign-in link may return. There is one list, not a separate portal list.
- Archived customers cannot sign in, whatever the domain list says.
- The customer-account URL used by the super-admin Log in as Customer action also lives under Website integration, see Customer profiles.