Customer Account Settings

Udio's customer accounts module (or customer portal) allows your customers to login and ' control' their account. They can perform a number of tasks (should you grant permission), including:

  •        View Bookings
  •        Cancel a lesson
  •        Book a make up
  •        Book School Holiday Programme
  •        Move booking (time and day or time, day and level with a course completion)
  •        Set up Direct Debit
  •        Track their child’s progress
  •        Update their contact details and view/update their health issues
  •        View Notices
  •        View your businesses Facebook feed

With customer accounts, you can also allow your customers to book online via a URL which can be added to your website. The URL (directly linked under customer accounts) is created by Udio but can be changed. 

This is a true online booking and not a form that is submitted. Upon confirmation, the customer receives all the welcome emails associated with a new booking. To do this, you will need to update your Courses in the Online Bookings information section.

Customer Account Settings

You will have already set up your Payment Methods for your Direct Debit provider.

Scroll down to Customer Accounts, you will see your Main Address and any Billing Group URL’s.. This can be updated in Access on the next screen.

Ww have tried to ensure that you don't need to spend a lot of money updating your website. Simply give the URL from Settings to your Website

There are a number of fields that need to be completed by you for your business:

Access

  •        The account label should display your business name (please do not change this unless it is wrong)
  •        Select if you want a customer to be able to remove their payment method or not
  •        Select if you want a customer to be able to add/remove their health issues

Bookings

  •        Restrictions of course/package changes - update if you want customers to be able to make changes to their bookings
  •        Bookings changes allowed (days in advance) - select the number of days your customers can book in advance, such as make ups
  •        New Bookings allowed (days in advance) - select the number of days in advance a new or returning customer can book in
  •        Multiple Purchases (per course) - update if you want the customer to be able to have multiple courses for the same person

Unable to Attend

You might want to add some restrictions for your customers to cancel a lesson and click 'Unable to attend'

Featured Voucher Packages

  •        You display voucher packages, such as Lap Swimming or Aqua. 
  •        Select the appropriate voucher type.

Featured Voucher Types

  •        You can display voucher types, such as School holiday programs on the customer accounts dashboard page
  •        Select the appropriate voucher type (this can be for all customers (new and existing) or just regular customers)

Design & Content

  •        Select your page style (the colour that will show on the sign up/login page and the top banner where the tabs are located)
  •        You can also upload your logo (please not the size required) which will appear on the top-right hand side of customer accounts
  •        Add sign up text to communicate with your customers on the sign up page
  •        Add login page text to communicate with your customers on the login page (this text will appear in the grey box underneath the login fields)
  •        Contact your web developer if you want to add head script - this allows for you to add your own code into the tag on every page of the customer accounts

Terms of Service & Privacy Policy

  •        Add your terms of service, both for your business and payment provider if using, as well as your privacy policy 
  •        There is also a field to add a payment method disclaimer if you wish to

This information is displayed on your Customer Portal sign up / sign in page and when your customer is entering their direct debit details.

Analytics & Page Tracking

  •        With Google Tag Manager ID, you can track visits to your customer portal through Google Analytics (please refer to Google Analytics documentation on how to achieve this); this tag will be present on all customer portal pages
  •        The online booking analytics snippet is the script included in the booking summary page that is shown after online enrolment is complete (please refer to Google help materials on how to setup analytics script)          
    • This will allow you or your online marketing people to track customers going from your website to customer accounts and to the final step of online enrolment. Google Tag Manager ID will be used on all pages, and allows companies that enter it to track the whole funnel and see where customers fall off. 
    • Online Booking Snippet is used on the very last step of the booking process, so it can track that people actually booked in.

Facebook Feed URL:

You can enter your businesses Facebook URL in here which will then feed into your customer portal homepage