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Customer Profiles

  • Updated

Overview

Introducing Customer Profiles, a new feature designed to make managing bookings simpler and more convenient for your customers. With Customer Profiles, users can easily create accounts, manage their bookings, and update personal information all from one centralized portal.

What’s Covered in This Article

What Are Customer Profiles?

Customer Profiles provide guests with the ability to:

  • Create accounts during checkout or online

  • Manage upcoming and past bookings

  • Edit bookings (within set rules)

  • Purchase add-ons such as pass extensions or additional credits

  • View available credits for future bookings

  • Update personal details for faster future bookings

Customer Profiles enhance the overall experience by allowing customers to self-manage their reservations and personal information, resulting in fewer support requests for your team.

 

Key Features You Can Look Forward To:

  • Effortless Account Creation – Customers can create an account during checkout or directly from the Customer Portal with minimal steps.
  • Organized Booking Management – Bookings are clearly separated into "Upcoming" and "Past" tabs, making it simple to find and manage reservations.
  • Quick Edits and Cancellations – Customers can modify or cancel their upcoming bookings easily, reducing the need for direct operator intervention.
  • Faster Future Bookings – Saved profile information means fewer forms to fill out when repeat customers make new bookings.
  • Personal Information Updates – Customers can update their contact details and preferences anytime, ensuring their information stays current.

Creating a Customer Profile

Customers can create a profile in two ways:

During Checkout


At the end of the booking process, customers can select the Create Account checkbox. They will be prompted to enter and confirm a password.

Passwords must meet security criteria:

  •  

    • At least 10 characters

    • At least one uppercase letter

    • At least one lowercase letter

    • At least one number

    • At least one special character

Via the Customer Portal

00:00: This tutorial guides you through creating an account via the customer portal.

00:04: Start by clicking the "Ellipsis Menu" on the right.

00:08: Click the Login button to access the account sign-in page.

00:12: At the bottom of the login section, Click the "Create Account" button to start setting up your new customer account.

00:18: Enter the guest's First Name, Last Name, Email, and Phone number

00:24: Then, create a password that matches the minimum criteria.

00:29: Once you've entered all the information required, click the "Get started" button to finalize your account creation. The user will get a verification email. They will need to click the link in the email to complete the account creation.

00:42: You have successfully created an account via the customer portal. If you have any questions, please email us at support@zaui.com



On the Online Booking Engine (OBE), customers can click the three dots (top right), select Login, and then choose Create Account.


   

  • Customers must enter all required information, including a phone number, email address, and password.

  • If an error occurs during account creation (e.g., missing required fields like phone number), the account may not save properly.

Logging In and Accessing Customer Accounts

Customers can access their profiles via the three dots menu on the OBE
     

To log in, customers need:

  • Their email address and password

  • Or, if no account was created, they can still manage bookings using their booking reference ID and email Address.
          
     

If a password is forgotten, customers can request a password reset directly from the login screen.

Email Validation:
Upon account creation, customers will be sent a validation email. They must click the link to activate their profile. If needed, they can resend the validation email from the login screen.

 

Managing Bookings

Once logged in, customers can:

  • View and manage Upcoming Bookings

    • Edit or cancel (based on your system permissions)

  • View Past Bookings

    • Useful for quickly rebooking a favorite experience

  • Start a New Booking

    • Contact information auto-fills based on their saved profile

  Important: Customers can edit current bookings if allowed by your configuration. Booking adjustments may trigger fees depending on your rules.

Managing Passes and Wallet Credits

Customers will also have access to:

My Passes

Displays a summary of passes including:

  •  

    • Total and remaining uses or durations

    • Redemption codes

    • Pass expiry dates

My Wallet

  • Lists available credits and credit transactions

  • Credits can be applied toward future bookings

  Important: Some wallet and pass functionality may still be under development and future updates will expand available actions.


Making New Bookings Faster

Logged-in customers can click the New Booking button to start a fresh reservation. The best part? Their saved contact details automatically prefill, streamlining the booking process and saving time.

Updating Personal Information

Within their profile, customers can:

  • Update their first name, last name, phone number, and address

  • Update or set a secure access code for account security

Important: Customers cannot change their email address after account creation. A new account would need to be created with a new email.

Customers can securely log out at any time from the portal.

How Customer Profiles Work in the Back Office

For operators, managing Customer Profiles is simple:

  • Profiles are visible under Customers > Customer List

  • Profiles are created automatically during booking or manually through the Back Office

  • Reservationists can:

    • Search for a customer profile during booking

    • Auto-fill booking information using the profile

    • Apply existing passes or credits to a booking

  • Profiles include the full booking history and credit/pass balances

 

 

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