Customer settings

The Customers settings page lets you choose which customer details staff and widgets must collect, and when a customer counts as at risk.

Getting there

• Where: Settings → Customers.
• Permission: the brands resource.

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

At-Risk Customers

At-risk window is how many days a customer who has visited before can go without a visit before they count as at risk (lapsing). It defaults to 30 days and accepts 1 to 365. A customer with an upcoming booking never counts. Once a customer has been away for twice the window, they drop off the list as long gone rather than lapsing, so a 30-day window lists customers whose last visit was 30 to 60 days ago.

The window drives the At risk (lapsing) filter on the Customers page and the At Risk (lapsing members) report. To email these customers automatically, set the win-back automation's "Inactive for" to the same number of days.

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 Log in as Customer staff action also lives under Website integration, see Customer profiles.