Customer Management

Navigate to Dog Walking > Customers to manage your customer records.

Adding a Customer

Click Add New Customer and enter the following information:

• Name — The customer’s full name
• Email — Email address (used for notifications and account lookup)
• Phone — Phone number
• Address — Physical address
• Notes — Internal notes visible only to admins

Customer Status

Customers can be marked as Active or Inactive. Inactive customers are hidden from the booking form and appointment creation screen but their records and history are preserved.

Search

Use the search bar to find customers by name or email address.

WordPress User Account Linking

Each customer can optionally be linked to a WordPress user account. When adding or editing a customer, the plugin can automatically create a WordPress user with the dwb_customer role. This role is created on plugin activation and provides limited access — specifically for the My Account portal (Pro feature).

When a customer’s email address is updated, the change is automatically synced to the linked WordPress user account.

Stripe Customer ID (Pro)

For Pro users with Stripe integration enabled, each customer record stores a Stripe customer ID. This links the customer to their Stripe account for payment processing, subscriptions, and invoicing.