Flag a customer
- Open the customer's profile and choose Actions, then Flags & Safeguards.
- Click Add Flag.
- Pick a Flag Reason: No Show, Late Cancellation, Payment Dispute, Unpaid Balance, Warranty Issue or Other.
- Add Internal Notes if you like. Only your team sees them.
- Click Add Flag.
To clear a flag, click Resolve Flag, add a note if you like, then click Confirm Resolution. Resolved flags stay in the history.
Set safeguards
In the Safeguards section of the same panel, click Enable next to a rule:
- Require Deposit: take a deposit before booking.
- Prepaid Only: take full payment before the work.
- Manager Approval: a manager approves their bookings.
Click Active to turn a safeguard off again. Safeguards are reminders for your team. Wrapstart doesn't block a booking on its own.
Where your team sees it
A flagged customer shows a flag on their profile and on the booking, quote and invoice forms.
Flags from other shops
If Cross-Shop Flag Notifications is on in Settings, a Contribute to network box appears when you add a flag. It's ticked to start with, and anonymously tells other Wrapstart shops this customer was flagged. No details are shared. When other shops have flagged a customer, you see Flagged by Other Shops.