Any visit can be a confidential visit, for any customer, home or business. On a confidential visit, texts and emails say “your appointment”, never the service, and invoice lines say Appointment. Its photos never go on your website, whatever the customer agreed to.
Before you start
Nothing to set up. It works on every plan, whatever else is switched on.
One visit
- On Schedule, open the visit.
- Turn on Confidential visit. It saves straight away. In the phone app, open the visit and turn on Confidential visit.
Every new visit for a customer
- Open the customer and choose Edit customer. For someone new, it's on the New customer form too.
- Turn on Confidential visits for this customer, then choose Save customer.
What happens next
Making a visit confidential takes its photos off your website's gallery and sections at once. The customer still sees their own photos and visit report in their portal.
If something goes wrong
- On a visit, if the change can't be saved, the switch goes back to how it was and the reason shows under it. Try again.
- On a customer, if Save customer fails, the form stays open and says why. Try again.
Who can do this
The owner, and managers.
Still stuck? Send us a message.
