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Account

Updated May 23, 2026 3 min read

Where customers edit their personal details — name, email, and mobile number — and save changes.

What this page is for

Account is where the customer edits their personal details — what gets used to address them in emails, what appears next to their bookings on your admin side, and what email address their notifications go to.

Customer Portal Account page showing the Account heading, "Manage your personal details" subtitle, and form fields for First name, Last name, Email address and Mobile number, plus a Save changes button. Real values masked

The fields

FieldRequiredNotes
First nameYesAppears in confirmation emails and on the admin Customer Manager record
Last nameYesSame — used in salutations and registers
Email addressYesThe address the customer signs in with and where notifications go. Changing this changes the sign-in identity — see below
Mobile numberNoOptional, used for SMS-style notifications if your studio sends them

After making changes the customer clicks Save changes. The update takes effect immediately and propagates to admin.

Changing the email address

Because the email is the sign-in identity, changing it has a few side effects:

  1. The customer signs in with the new address from the next session
  2. Future notifications go to the new address; past ones aren’t re-sent
  3. Any verification emails / password reset codes are sent to the new address — make sure they have access to it before saving

Some studios choose to require a verification step on email change to prove ownership — if so, the customer will see a “check your inbox” prompt after saving rather than an immediate update.

What this page doesn’t let the customer change

WhatWhere to do it instead
PasswordResetting Your Password
Saved cardsPayment Methods
SubscriptionsSubscriptions
BookingsManaging Bookings
Profile photo / avatarNot available in V2 yet
Marketing preferencesHandled by the email platform (e.g. Loops.so) — your studio will have a separate unsubscribe link in marketing emails

The Account page is intentionally narrow — just identity. Everything else lives where it lives.

Common scenarios

”I changed my email and now I can’t sign in.”

The new email is the new sign-in identity. If they’re trying to use the old one it’ll fail. If they can’t remember which they set, use admin Customer Manager to look up the email on the account and tell them what to enter.

”My customer’s name is spelled wrong in their receipts.”

Get them to fix it here — receipts use whatever name is currently saved, so future receipts will be right. (Past receipts can’t be regenerated with the new name; they were rendered at the time of purchase.)

”Customer wants to delete their account entirely.”

Account deletion isn’t a customer-portal action — it’s an admin operation per GDPR / data-protection workflow. From admin Customer Manager → (customer) → Delete account you can erase the customer’s record. Bookings, invoices, and audit records may be retained per your data-retention policy.

Where to go next