Manage customers

Updated October 31, 2026 · Applies to BookIt ONE 1.34

Customers need an account to book online. You choose how they get one, and manage their profiles. Your organization may use its own word: for example, in a medical office, customers might be called Patients.

Prerequisites

  • The Admin role.

Choose how customers get an account

  1. In the menu, under Administration, select Sign-in & SSO.

  2. Under Customer accounts, set the following:

    Field Description
    Customers can create their own account Turn off to create accounts only from the front desk.
    Require email confirmation before first sign-in Customers confirm their address with a link.
    Sign-up email domains Only these domains can sign up, for example a university's. Empty means anyone.

  3. Select Save.

To let customers sign in with their organization's account, add an identity provider with the default role Customer. See Set up sign-in and single sign-on.

Review customers

  1. Under Administration, select Customers.

    The customers page of a medical office, called Patients there, with each patient's status, owner and bookings

Button What it does
View Their details and booking history.
Book Books for them. See Book an appointment for a caller.
Verify Marks their email as confirmed.
Disable / Enable A disabled customer can't sign in or book. Their profile and bookings are kept.
Remove Deletes the account and personal details. Upcoming bookings are canceled, and the customer is emailed. Past bookings stay in your statistics without personal data.

Next steps