# Customer details a customer controls

> What happens to a customer's card when they confirm their email — the Verified mark, details they keep up to date themselves, what you see when they choose not to share something, your own name for them, and what happens when they delete their account.

_Last verified: 2026-09-27. Source: https://bookodile.com/docs/customer-details_

Every customer card starts as your business's own record: the name, email and
phone that your team typed, or that the customer typed when they booked. You can
edit all of it.

That changes when the customer **confirms their email address** — by tapping the
button in their first booking confirmation, or by signing in to **My Bookings**
with a code. From then on the card is linked to the customer, and their details
are theirs to keep up to date.

## What a linked card looks like

- A **Verified email** mark on the card, in the calendar's customer panel and in
  the customer list. It tells you reminders will reach a real inbox.
- Their email and phone are shown **read-only**. When they change their number,
  the card shows the new one — you no longer have to.
- **Your name for them** stays yours. Whatever name your team used for the
  customer is kept, and you can change it in **Edit customer**. Only your team
  sees it; the customer never does. Leave it empty to show the name they share
  with you.

## What you see, and why

What a linked card shows depends on two things: what your booking page
**requires**, and what the customer **shares** with you.

- **Anything your business requires is always shared.** The required details
  are the **Customer contact fields** — in Booking settings with one branch, in
  Settings → Organization with several. Name, email and phone are all required
  unless you have switched one off.
- Beyond that, the customer decides. A card your team typed starts by sharing
  the **email**; a card the customer made by booking starts by sharing
  **nothing more** than what you require. The customer can change either in
  **My Bookings → Settings**, one switch per detail, for your business as a whole.
- The **phone** follows the same rule where your business sends SMS through
  Bookodile (the [SMS messages](/docs/sms-messages) add-on is on at one of its
  branches): a hidden phone is still reachable by SMS. Elsewhere the phone is
  always shared, because nothing else could reach it.

If a detail is not shared, the card says so — **Email hidden**, **Phone
hidden** — instead of looking empty. Confirmations and reminders still reach the
customer; you just cannot copy the address or number, or call. With the
[Messages](/docs/messages), **Message** still reaches them — by email or SMS.

A worked example. A physiotherapy clinic sends intake forms by email, so it keeps
the email required. A barbershop that only ever sends SMS or calls switches the email
off. A customer who booked online at both and then confirms their address is
still fully visible to the clinic; the barbershop sees their name and phone, and
**Email hidden** — its reminders still reach them.

### If you have several branches

The requirements are one answer for your whole business, set by the business
owner in **Settings → Organization**; each branch shows them read-only. A
customer shares with your business as a whole, not with one branch.

## What the customer sees in My Bookings

Under **Settings**, a signed-in customer finds:

- **Their details** — name and phone, saved once; every business they share them
  with sees the change. Their email is how they sign in; changing it sends a code
  to the new address, and the new one reaches every business they share it with.
- **One card per business** they have booked with, with the branches they visited
  listed under it, and a switch for name, email and phone. Details a business
  requires are marked with an asterisk and their switch is on and locked — so is
  the phone at a business that does not send SMS. Hovering or tapping a locked
  switch says why, in one sentence.
- **A name to show instead** — when they hide their name, they choose what a
  business sees: their initials, or a name of their choosing. Your own name for
  them, if you set one, still wins on your screens.
- **Hide everything, everywhere** — hides whatever each business does not
  require, and the phone only where that business sends SMS.

## Booking while signed in

A customer signed in to My Bookings who opens your booking page sees who they
are instead of an empty form: their email, their name and number (a pencil
changes either, for every business they share them with), and — for your
business — the same switches as in their Settings. What you require is shown
locked on. **Sign out** gives them the ordinary form, to book for someone else;
that person books as themselves. A booking made signed in is linked to the
customer straight away.

If they agreed to your consent text before and you have not changed it since,
the checkbox is replaced by the date they agreed. Change the text or your privacy
link, and everyone is asked again.

A customer who is not signed in sees **Booked with us before? Sign in** above
the form. It signs them in without leaving the page — an 8-digit code by email,
or **Continue with Google** for a Gmail address — and the step turns into the
signed-in view with the service, team member and time they picked still picked.

The embedded widget on your own website never shows this: it always shows the
ordinary form.

## When a customer deletes their account

The card stays, with its bookings, history and your notes. Their contact details
go with the account. If your team had its own name for them, that name stays;
otherwise the card reads **Deleted account**.

## Limits

- **You cannot edit a linked customer's email or phone.** They keep it up to date
  themselves.
- **A hidden email is not searchable.** Search finds a customer by the name and
  details you can see.
- **Linking happens only when the customer proves the address** — never because
  someone typed an email you already have. A card whose customer never confirms
  stays your own record, exactly as before.
- **The confirm button works once and expires.** A customer whose button has
  expired can sign in to My Bookings with the same address instead.
