Open Customers, then select Edit on a customer.
Details
Customer Details covers First Name, Last Name, Email Address, Phone Number, Team Name, Brokerage, Agent MLS / License, Website, and Timezone. Select Save Customer Details.
- Social Media Profiles: profile links used in portal templates, marketing automations, and property websites. Select Save Social Profiles.
- Internal Customer Notes: team-only context, such as communication preferences, gate codes, and billing or scheduling handling. Customers cannot view this section in any portal or email. Tip: include dates and initials. Select Save Internal Notes.
- Password Reset: Send Secure Reset Email sends a one-time password reset email for customer portal access.
Billing
Customer Billing shows Total Orders, Paid Orders, and Total Billed.
Balance Controls:
- Credit balance ($): applied as a customer credit on upcoming orders. Credit lowers future checkout totals.
- Account balance ($): automatically totals the remaining amount due on open orders.
Select Update Billing Balances. The Customer Credit Added notification can tell the customer when credit is added.
Settings
| Section | Options |
|---|---|
| Booking Access | Block this customer from ordering (no new orders), Allow bookings (turn off to stop booking requests), and Booking Notes. |
| Scheduling Review | Customer Scheduling Mode: Use product rules, Always allow (self-schedule even when products normally need review), or Always review (checkout becomes date requests). With Always review, you can add rules that still let selected products or packages self-schedule. |
| Deposit Requests | Deposit Rule: Use workspace default, Require deposit, or No deposit. Applies to future appointment orders. |
| AI Enhancements | Hide AI Enhance ordering for this customer. |
| Download Policy | Lock Downloads Before Payment: Use my team's default download settings (default), Always allow downloads before payment, or Always require full payment before downloads. "This sets the default behavior on new orders for this customer. It can still be changed per order." If the customer's team has an explicit always-allow or always-require rule, the team rule wins. A manual listing lock still applies on its own. See Control Customer Downloads. |
| Restricted Photographers | Prevent booking with specific photographers. Selected photographers are excluded from this customer's booking options. |
Each section has its own save button, such as Save Booking Access or Save Deposit Settings.
Precedence
Individual customer settings take priority over customer team and brokerage defaults.
Helping a Customer Sign In
When password-reset controls are available on a customer profile, Send Password Reset Email emails a reset link to that customer. Confirm the customer's saved email first. The customer follows the link and chooses their own password in the portal; you do not choose or receive their password. Use this only when helping that customer regain access.