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](https://help.remediahub.com/hc/help-center/articles/configure-download-permissions). |
| **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.

## Related Guides

- [Use Scheduling Review Requests](https://help.remediahub.com/hc/help-center/articles/scheduling-review-requests)
- [Configure Deposits](https://help.remediahub.com/hc/help-center/articles/configure-deposits)
- [Control Customer Downloads](https://help.remediahub.com/hc/help-center/articles/configure-download-permissions)