We know you want to provide the best support to your customers. That’s why, as a provider, you can view and help manage their account details directly from the Customers tab in your dashboard.

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Who appears in your customers list?

Any customer who has ever placed an order with your business will automatically show up in your Customers list. You can access a customer’s profile by clicking their name from the Customers tab or anywhere else you see it — like in an order or roster.

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ℹ️ Need to register a new customer manually? Follow these steps. 

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What you can do from a customer’s profile

Manage a customer’s payment method

You can help your customers manage their saved payment method. Some notes:

• You can add, update, or delete their saved card.
• Keep in mind, only one card can be saved per customer.
• Customers will get an automatic email notification whenever their payment method is added, updated, or deleted.

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⚠️ Important: When you add a card to a customer’s profile on their behalf, it’s your responsibility to make sure the customer understands and agree that:
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• Guildara will automatically charge the card for any pending payment installments.
• Any provider they register with will have the ability to issue charges to their saved card when needed.

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Manage a customer’s account information (Name, email, phone and password)

At Guildara, we prioritize the security of every customer’s account — and while that can sometimes add a bit of friction, it’s designed to keep their information safe.

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Here’s what you can help with:

• Name: Fix typos, spelling mistakes, or last name changes.
• Email:
  
  • You can edit a customer’s email address only if it hasn’t been verified yet.
  • If the email is still unverified, you’ll see the option to send a verification email to confirm the new address.
  • Once verified, the customer is the only one who can change their email — this protects their account access and prevents mistakes or fraud.
• Password: You can’t change a customer’s password for them. But if they’ve forgotten it, you can easily send a password reset link their way so they can set up a new password securely.

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What you can't change:

• Phone Number: For privacy and security, only the customer can update their phone number from their own account. This ensures that phone numbers — often used for log in — remain fully under their control. We know this might feel limiting at times, but these measures are important to keep customer data secure — for you, for them, and for every provider on Guildara.

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Manage a customer’s participants

In the customer’s profile, you’ll see all the participants linked to their account — usually the kids or other family members they added to register for an activity.

You can:

• Add, edit, or delete participants.
  
  

However, because we need to make sure important data is not deleted from Guildara records, you won’t be able to delete a participant if they:

• Have confirmed or canceled orders.
• Have applied for scholarships.
• Have ever joined a waitlist.
  
  

Also, when you edit a participant’s name, the update will apply everywhere in Guildara — across all providers and activities where that participant is registered. We recommend using this to fix typos only. If your customer meant to register a different person, it’s better to:

• Add a new participant, or
• Transfer the participant to a new schedule.

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A note about global changes:
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Changes made to a customer’s profile are global across Guildara. This means:
• The customer will see the updated information in their account.
• Other providers the customer engages with will also see the updated details.

Always confirm with your customer before making sensitive changes like names or email addresses.

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Helpful articles to share with customers

If your customers want to manage their information themselves, feel free to share these helpful articles:

• Reset my password 
• Update my account information