Customers can change their contact and payment details from the portal and choose whether those changes will apply to:

• Next Booking
• Apply to all
• Update to your profile only

Here's how it looks from the customer's perspective:

• When a customer updates their contact information and/or payment information for their services, they will be prompted by this pop up

• 'Applying to all' will apply the changes to all current and future bookings
• 'Update your profile only' will only save the changes within your portal profile but will NOT apply them to any services

Considerations:

• Changing the payment on file and clicking 'Apply to all' will replace the current payment card attached to all future and current services with the new card entered
• Deleting a card and clicking the 'Apply to all' will delete the card from the customers profile in Maidily and will be available to be selected for other jobs

Relevant articles:

• Customer portal guide
• Invite to customer portal button missing
• Turning customer portal access off/on
• Reschedule/cancel limitations for the customer portal
• Send portal invites automatically
• Customers changing their booking date/time from the portal

Confused about how our portal works? Email us for help at help@modernmaids.com