Guides - Front-end: Customer group / corporate customer login

Under 'Customer group / corporate customer login' you can change settings that affect your corporate customer agreements (See the guide Corporate Customer Agreements for more information).  The settings are changed by ticking (the feature is activated) or unticking (the feature is disabled) the box opposite the setting you want to change. Afterwards, press ‘Update' located at the bottom of the page.

You have the following options:

• Customer group/corporate customer login: The settings you can change here mainly affect the person to whom you assign a login to a customer group. In a corporate customer agreement, this person could be e.g. a secretary who is responsible for administrating the agreement. This login is created under the settings of each customer group (See Settings for more information). By ticking 'Allowed to create customers'', you grant this login access to create new customers in the system. By ticking the next box 'Email is required'', you can decide whether or not the person holding this login should state an email as well, when creating these new customers. By ticking ‘Allowed to see overview/statistics', this login can view a list of all bookings in the customer group. By ticking ‘Login link to customers', you grant this login access to log in on the profile of all customers in this customer group and book appointments on behalf of the customers. If ‘Auto login when user is created' is ticked, the login will automatically be transferred to the customer's profile when the customer is created. By ticking 'Activate delete customer' and then choose a customer group in the drop down menu below, you will be able to just move a customer to another customer group when you delete this specific customer. You can then create a customer group called 'Deleted customers' and move the customers to this group, which means that you save all the customer data. If you create this group 'Deleted customers' you must make it inactive so the customers will no longer receive e.g. newsletters and reminders. Read how to inactivate a group here. By ticking the box 'Allowed to fill out forms during booking', you allow the login access to fill out forms when the login books on behalf of a customer, whereas you by ticking 'Allowed to edit forms under existing bookings' grant the login access to editing the customers' forms. Please note that the two last-mentioned features are only relevant if you have purchased  the Questionnaire Add-On (See the separate guide Questionnaire Add-On for more information).

Remember to press ‘Update' in order to save any changes!