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Customer settings

The Customers settings page lets you choose which customer details staff and widgets must collect.

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

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.