Choose who needs approval to book
Set an approval policy and manage trusted or blocked customers.
Where to find it
Settings → Booking settings → Customers
Set your approval policy
Open Approval.
Choose New customers, Everyone or No one and read the explanation shown for your choice.
Tap the Save checkmark.
Change a customer’s online booking access
Open a request or appointment linked to a customer account and use the Online booking menu. The Customers screen also lists your trusted and blocked customers.
- Trusted: can book straight away.
- Normal: follows your Approval setting.
- Blocked: cannot book online. Existing appointments stay in place.
Why a customer may not be listed
The Customers settings screen lists trusted and blocked customers, rather than a directory of everyone. The Online booking menu is available for linked customer accounts; a name you typed into an appointment does not necessarily have one.