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How do customer logins work with imported customer accounts?
How do customer logins work with imported customer accounts?
Chris avatar
Written by Chris
Updated over a week ago

When you're switching to Punchpass from another system, you might be interested in having our team import your existing customers to Punchpass.
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Here's how to make sure your Punchpass setup is ready to handle customer accounts.

Prepare your business for customer accounts

You'll want to make sure to create a unique Punchpass link to your schedule for easy sign-in and sharing. Your personalized Punchpass link can be created and found under Manage Settings > Public Web Pages. More information on personalizing your Punchpass account here.

Look at your schedule as a customer

When you're done setting things up, we recommend that you go to your public schedule and set up your own 'test' customer account in order to see how the process works. We then recommend you let your customers know about it!

Here's our guide to customizing Punchpass which walks you through adding a logo, making your schedule link friendly for sharing, and you might also find this launch guide helpful too.


How your Customers will Create a Login for their Account

Customers will sign in and create accounts right from your Punchpass schedule!

From the top of your public schedule, they can click on the Create Account button.


You can also show new customers a QR code with a link to sign up! From the admin-side of Punchpass, click on Home and you'll see the Studio QR Code button.

Clicking the button shows the QR code, and you can also download the image to share it with someone.


When uploaded customers attempt to create an account on their own, Punchpass will attempt to match them with an existing customer from your list based on their email address.

They'll fill out their details, receive an email to confirm, and will be prompted to set up a password.

Handling Duplicate Accounts

You will want to make sure you do not have the same customer listed in Punchpass more than once under multiple email addresses.  

If you do have a customer with more than one email on file with you, you can merge the accounts together under the customer's preferred email.


Customers are required to confirm their accounts via email, and when they click on the confirmation email they will be sent to your public page to sign in.

Finally, we strongly recommend YOU try out the process and create an account.

Your customers are going to have questions, and it will be easier to explain things to them if you have gone through the process yourself.

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