A customer in MioCommerce represents a person or business that books, pays for, or receives your services.
Customers are a core part of the platform and are used across bookings, calendar, dispatching, payments, communication, and reporting.
How customers fit into your workflow
Customers sit at the center of your daily operations.
Customers → who the work is for
Bookings → what work is it (service type)
Calendar → when work happens (date & time)
Payments & invoices → how work is paid for
This structure keeps customer information consistent as bookings are created, updated, and completed.
How MioCommerce helps you serve your customers better
MioCommerce includes features that make it easier for customers to book, pay for, and manage services—while helping you deliver a smooth, professional experience.
Before a booking is made
Allow customers to book services online using Live Pricing & Real-time Booking Pages
Let customers purchase buy multiple services (bundle) and pay in advance and pay in advance through booking pages
Send Professional Quotes to customers who want to review pricing before booking
Offer multiple payment options so customers can pay in the way that works best for them
After a service is booked
Keep customers informed with automated notifications
Allow customers to cancel or reschedule bookings themselves (based on your settings)
Request a rating once a job is completed
Together, these features help create a reliable and positive customer experience—encouraging customers to return and book your services again ❤️
How customers are added
Customers can be added in two ways:
Manually, by creating a customer directly in MioCommerce
In bulk, by importing existing customer data
Once added, customers are listed to create bookings and quotes.
→ Learn more: How to add a new customer
→ Learn more: How to import customers (📽️ Watch a Video below)
Customer Profile: Where customer information lives
Customer information is managed from the Customer Profile, where you can:
View and update contact and account details
Manage service locations and billing addresses
Control how the customer is charged (payment methods, invoicing, tips)
View payment history, invoices, quotes, and outstanding balances
See upcoming bookings and past service activity
Manage communication preferences, notifications, and portal access
You can access Customer Profiles from the Customers list or directly from related bookings/quotes.
What happens once a customer is created
When a customer is created in MioCommerce, the system:
Makes the customer available for bookings, quotes, service-request and invoices
Associates all future activity with that customer record
Uses customer preferences for communication and notifications
Keeps customer data consistent across the platform
This happens automatically and requires no additional setup.
What's next?
After adding a customer, most businesses continue by:
Creating a booking
Create and schedule the booking the customer has requested.
→ Learn more: How to create a booking?
Dispatching the booking
Assign the booking to a service provider so the work can be completed.
→ Learn more: Dispatch the booking to a service provider
Requesting a payment method from the customer
Ask the customer to securely add their payment method so you can invoice and collect payment when appropriate.
→ Learn more: Request your customer to add their credit card info
Commonly asked questions
Can someone help me import all my customers?
Yes, if you need help preparing your customer import file or completing the import, MioCommerce expert can guide you through the process.
How can I ask a customer to add a credit card so I can charge them?
You can request the customer to add a payment method by clicking on payment settings in that customer's profile. A link is send to the customer. The customer can securely enter their card details, which you can then use for invoicing and charging based on your payment settings.
→ Learn more: How to request a payment method from a customer
How can my customer view their bookings or manage their account?
Customers can view their bookings, invoices, and other details through the Customer Portal. Depending on your settings, they may also be able to cancel or reschedule bookings themselves.
→ Learn more: Customer Portal Overview
Can I delete a customer profile? What happens if I do?
Yes, you can delete a customer profile if it’s no longer needed. When a customer is deleted, their profile is removed from MioCommerce. Any associated records (such as bookings or invoices) are cancelled and may no longer be editable.
→ Learn more: How to delete a customer
👉🏻 Want to try out this feature in our simulated environment: Try Live Tour and become an expert today! 😊