Managing Customers

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, and activity.

In the app: Customers

Quick guide

Browse and filter customers

1. Open Customers from the sidebar.
2. 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)
3. Scroll to load more results.

Add a new customer

1. Click Add Customer in the header.
2. You'll be taken to the customer detail page to enter name, email, phone, and address.
3. Save changes — the customer is now available when creating bookings.

View and edit a customer

1. Click any customer row to open their profile.
2. Edit contact info, address, and notes.
3. View their full booking history and activity timeline.

Verify a customer's identity

If you use Stripe Identity:

1. Open the customer profile.
2. If unverified, you'll see a Not Verified badge.
3. Options:
   • Mark as Verified — manually approve (e.g. verified in person)
   • Generate Link — send a verification link (expires in 48 hours)

Block a customer

1. Open the customer profile.
2. Use the block action to prevent them from booking again.
3. Blocked customers cannot complete checkout on your site.

Tips

• 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, and communication — helpful for dispute resolution.