There are some cases in which you may find yourself needing to prevent a specific client from self-registering for bookings with you. Whatever the reason behind that decision, it is useful to be able to turn online bookings off for that client, while keeping them open to the rest of your clientele. In this guide we will take a look at how you can easily control which clients have access to use the booking portal and which do not.
This process only prevents the customer from using the self-booking process to register for bookings with you. Blocked clients can still be booked manually by users if desired.
To start, navigate to the Customer Profile page of the client you wish to block from self-booking. From there, locate the "Settings" section, located below the Pets and Addresses.
To prevent a client from self-booking, simply select the checkbox next to "Block From Online Booking". If a client is already blocked from self-booking, click the checkbox again to de-select it. Note that changes to this setting save automatically.
That's it! Now, if that client's email is entered during self-booking, or if they try to book while logged into the Client Portal, they will be unable to proceed. Instead, when a date and time is selected, the client will be redirected back to the service-selection step, with a yellow error message at the top of the page indicating that their request could not be processed.
If that client wishes to book, they will need to reach out to you and your team to have their booking scheduled manually.