Customers changing their address and/or payments on file from the portal

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

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