Account invites and guest bookings

Your Customers page has three tabs: Customer list, Account invites and Guest bookings.

Account invites

This is the working list for customers who came across from your old system. They already have their booking history, but they need to set a password before they can sign in.

Each person shows one of these:

• Not sent — no invite has gone out yet.
• Queued — the email is waiting to be delivered.
• Invite sent — the email went out.
• Couldn't deliver — the address rejected it, so try a text message instead.
• Claimed — they've signed in. Claimed customers drop off the list so they're never emailed twice.

Use Send test to email yourself a copy first, then Send invites to everyone. The Extra note box adds a short message at the top of that round of invites.

If someone rings up saying they never got the email, open their row and resend it by email or text.

What happens if a customer forgets

If a customer tries to sign in with their old password, we recognise them, explain that the system has moved, and email them a fresh link automatically.

Guest bookings

People who booked without creating an account appear here. Their bookings work fine — an account just means their next booking takes seconds and they can reschedule themselves. Invite them one at a time, or invite everyone listed. Anyone who already has an account isn't shown.

Good to know

• Nobody is emailed twice: sending only ever picks up people who still need it.
• Reset counter puts everyone who hasn't signed in back to "not sent", so you can send a fresh round.
• Invite emails come from your business name, and links land on your own website.