Booker Does Not Allow Admin to Set Up Complete Customer Profiles

This kind of bizarre change always baffles me. In the past, when a customer was unable to set up a Booker profile on their own device for whatever reason (their computer is in the shop, current emergency, etc.), our staff had the ability to set one up for them. Booker has removed our ability to do this.

To be clear, Booker still allows staff to add a new customer, technically speaking, but has removed the ability for staff to complete the customer profile with login email and password. (We can certainly CREATE a new customer profile.)

CleanShot 2019-11-30 at 14.51.59

So, we go through the motions to add a new customer, but…

CleanShot 2019-11-30 at 14.45.59

Once we get to the bottom of the screen, we see that Booker will not allow staff to complete the new customer signup by adding a login email and password. This change happened sometime in the 3rd quarter of 2019 without any notice.

 

CleanShot 2019-11-30 at 14.45.20

 

For us, this results in a scenario where our staff sets up a customer profile for a last-minute customer, THEN the customer must go home and set up their own profile with login email and password information. Yes, this results in 2 customer profiles which is a mess, unless we remember to watch for that customer-created profile and then merge the two profiles together.

I called Booker customer service today about this issue and was essentially told that this is just the way it is now. Sorry.

A service like Booker is supposed to make tasks more efficient for its customers, like us, but they continually dumb-down features and make the service harder to use.

Now, if only I could find the time to shop around for a better appointment making service. But alas, I have duplicate customer profiles to find and merge!

 

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