Contacts · How-to
Block a client from booking online
Stop a client booking on your booking page, keep the reason on their card, and lift the block later.
Open the client’s card
Find the client in Contacts and open their card.
Block them
Press “Block” at the top (under the ⋯ button on a phone). In “Reason”, write why, such as repeated no-shows; it is optional, but it saves the next person asking. Press “Block contact”.
Know what changes
The card shows a “Blocked” badge and the reason. The client can no longer book online, whether signed in or as a guest. Appointments they already have stay as they are, and your team can still book them in the diary.
Lift the block
Press “Unblock” in the same place. The block and its reason are removed at once.
Common questions
- What does a blocked client see?
Their booking is refused with a short message that their account or number cannot book online. Your reason is never shown to them.
- Can a blocked client book with another number?
Yes. A guest booking is matched to a card by phone number, so a number that is not on the blocked card creates a new client. Block that card too, and merge the two if they are the same person.
- How do I block a client on the phone?
On the client’s record, choose Block under ⋯ and give a reason if you like. A blocked client cannot book online or as a guest, and their existing appointments stay. The list shows a Blocked badge, and the record has no Text tile. Unblock is in the same menu.
Read next
Work with a client’s card
Read a client’s history, log notes and calls, and keep their details, files and tasks up to date from one screen.
Export or erase a client’s personal data
Answer a client who asks what you hold about them or asks you to forget them, and know how erasing differs from deleting.
Design and publish your booking page
Give each place a booking page in your colours, with a hero, photos, team profiles, your links, a promo and the sections you choose, preview it, and publish when it is ready.
Cut no-shows with deposits and cards on file
Ask for a deposit on new bookings, ask clients who book online for a card on file, charge a fee when someone does not come, and know when a deposit is kept or refunded.
More in Contacts
- Contacts: your clients and the companies they work for
- Find a client in the list
- Add a client by hand
- Keep a client’s children, pets and vehicles
- Tag clients and filter by tag
- Merge duplicate clients
- Import or export your client list
- Keep a record for each company you work with
- Work with a company, merge or delete one
- Contacts: questions people ask
Open in Setvos
Signed in? This article is also in the Help menu of the app.
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