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Block a customer from online booking with Square Appointments

Who is this article for?
  • Sellers and team members with the customers permission to update customers. Set permissions in Square Dashboard.
  • Square Appointments Plus or Premium subscribers
  • About blocking customers from online booking

    With Square Appointments Plus, you can reduce repeat no-shows and cancellations and protect yourself and your staff by blocking customers from booking online. Once a customer is blocked, they will not be able to book any appointments, classes or join your waitlist through your online booking site. You can unblock a customer at any time.

    Before you begin

    Before you can block customers from online booking, you need to set up online booking. Learn how to set up online bookings with Square Appointments.

    Block a customer

    Square Dashboard

    1. Sign in to your Square Dashboard and click Customer directory.
    2. Select the customer you want to block to view their customer details.
    3. Click ••• next to the customer’s name.
    4. Select Block from booking.
    5. Select Block to confirm.

    Square Appointments POS app

    1. Open your Square Appointments POS app.
    2. Select Customers.
    3. Select the customer you want to block and select •••.
    4. Select Block from booking.
    5. Select Block to confirm.

    Customers will be blocked from booking any appointments, classes, or joining your waitlist through your online booking site, but customers will not be notified of the block. Instead, they will see an error stating  “Unable to complete this action. Any card provided will not be charged.”

    You are still be able to book appointments, classes or add a blocked client to the waitlist, but you will see a warning banner indicating the client is blocked.

    Remove block

    Square Dashboard

    1. Sign in to your Square Dashboard and click Customer directory.
    2. Select the customer you want to unblock to view their customer details.
    3. Click ••• next to the customer’s name.
    4. Select Remove block from booking.
    5. Select Remove to confirm.

    Square Appointments POS app

    1. Open your Square Appointments POS app.
    2. Select Customers.
    3. Select the customer you want to unblock and select •••.
    4. Select Remove block from booking.
    5. Select Remove to confirm.

    Use customer groups and filters to view blocker customers

    You can also use customer groups and filters to see a list of blocked customers in your customer directory. Learn how to create customer groups and filters.

    Step 1: Make “Blocked from online booking” visible on customer profiles

    Square Dashboard

    1. Sign in to your Square Dashboard and click Customer directory.
    2. Select Settings > Configure Profiles.
    3. Under Invisible Fields, toggle ON Blocked from online booking.

    Square Appointments POS app

    1. Open your Square Appointments POS app.
    2. Tap ≡ More > Settings > Customers.
      • If you’re using an Android mobile device, Square Register or Square Terminal, tap Configure profiles.
    3. Under Hidden fields, tap Blocked from online booking.
    4. Toggle ON Visibility and tap Save.

    Step 2: Filter your customer directory to view blocked customers

    Square Dashboard

    1. Sign in to your Square Dashboard and click Customer directory.
    2. Click Filters and scroll down to the Customer details section.
    3. Click Blocked from online booking
    4. Click the dropdown and select Yes.
    5. Click Apply to view a list of all customers blocked from online booking.

    To remove the filter, select the filter or click Edit filters > Clear all.

    Square Appointments POS App

    1. Open your Square Appointments POS app.
    2. Tap Customers to view your customer directory.
    3. Tap ••• > Filter Customers > Blocked from online booking.
    4. Select Yes and tap Add.
    5. Tap Apply to view a list of all customers blocked from online booking.

    To remove the filter, tap the X next to the filter.

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