The Customers section is your customer directory. Lockii automatically creates customer profiles when someone books online, and you can add customers manually for phone or walk-in bookings. Each profile stores contact details, identity verification status, booking history, activity, payment totals, and team comments.
In the app: Customers
Open Customers from the sidebar.
Use the status cards to filter:
All — every customer
Current — customers with an active hire right now
Recent — hired within the last 30 days
New — created in the last 7 days
Unverified — identity not yet verified (if you use identity checks)
Scroll to load more results.
Click Add Customer in the header.
You'll be taken to the customer detail page to enter name, email, phone, and address.
Save changes — the customer is now available when creating bookings.
Click any customer row to open their profile.
Edit contact info, address, and notes.
View their full booking history and activity timeline.
Each customer profile includes a Payments sidebar that rolls up money across every booking:
Paid — total collected on all bookings
Unpaid — total still outstanding
Total — combined booking value
When unpaid balances add up to more than $1, Lockii can prompt the customer to Settle Up before pickup or when they try to manage a booking. During an active hire, customers keep lock code access but still see the outstanding balance.
If the customer has a reusable saved card, you can enable Revenue Recovery from this sidebar to collect the full outstanding balance automatically. See Revenue Recovery for Failed Card Charges.
Open a customer profile.
Scroll to the activity timeline.
Type in the comment box and press Enter to post.
Type @ to mention a teammate who should follow up.
Comments are internal. Customers never see them. See Comments on Bookings & Customers for details.
Each customer profile includes an Activity section with their booking history, identity events, payments, communications, and team comments in one timeline.
Leave internal notes for your team in the comment box.
Type @ to mention a teammate. They receive an inbox notification.
Right-click a comment you posted to delete it.
When several automated messages were sent in a row, Lockii groups them into a single Show X Communications entry. Click to expand the full list, or click again to condense.
See Team Comments & Mentions for the full guide, including the mobile app.
If you use Stripe Identity:
Open the customer profile.
If unverified, you'll see a Not Verified badge.
Options:
Mark as Verified — manually approve (e.g. verified in person)
Generate Link — send a verification link (expires in 48 hours)
Open the customer profile.
Use the block action to prevent them from booking again.
Blocked customers cannot complete checkout on your site.
Open a customer from Search or a booking, then tap Activity to review their history and leave team comments. Communication groups work the same way as on the web.
See Lockii Mobile App.
Create customer profiles before phone bookings so you can reuse their details.
The Unverified filter is useful for chasing ID checks before high-value hires go out.
Customer activity logs show every booking, payment, communication, and team comment — helpful for dispute resolution.
Check the Payments sidebar when a customer says they paid but still cannot pick up. An unpaid balance on another booking can block access until they settle up.
@mention a manager on a customer profile when you need a second opinion before approving a high-risk hire.
Use team comments to leave context for the next staff member who opens the profile.
