If your business offers online activities, we recommend using the 'Customer Verification for Online Classes' found in Settings. This optional setting allows you to require that a customer's account be verified in order to access the online class link and joining details.
What happens when this setting is activated?
When registering for online activities customers will be notified of the verification requirements during the purchase flow. The following behavior only applies when providers have the verification setting enabled.
When a customer is viewing the PDP for an online activity:
- If a customer's email is not yet verified, they will see the following message when registering for an online activity. “Please note: Your account must be verified to access online activities. Verify Now.”
- Clicking the Verify Now option will send a verification email and display the verification modal to the customer. They will see a confirmation modal once sent.
When a customer has one or more online activities in their cart:
- If a customer's email is not yet verified, they will see a yellow banner on the Cart if they have one or more online activities in their cart. “To access online activities, your account must be verified. VERIFY NOW”
- Clicking the banner will send a verification email and display the verification modal to the customer. They will see a confirmation modal once sent.
At the final checkout screen and in their order confirmation:
- If a customer's email is not yet verified, they will see the following message on the final checkout screen and in their order confirmation. “Please note: Your account must be verified to access online activities. Verify now”
- Clicking the Verify Now option will send a verification email and display the verification modal to the customer. They will see a confirmation modal once sent.
NOTE: While this requirement will not restrict a customer from purchasing an online activity, it will prompt them to verify in order to receive access the online class link and joining details.
How do customers become verified?
Upon initial account creation, customers will receive an email to verify their account. This email will be sent to the email address used to create their account with the subject line 'Verify your account now'.
Customers will also have the ability to verify directly via the Sign in & Security page on their Sawyer Account. There they will see their current verification status next to their email. When unverified they'll see an option to 'Verify your email address' which will trigger a new verification email.
How will I know if/when my customers are verified?
Great question! When the 'Customer Verification for Online Classes' setting is turned on, you'll be able to see the customer's verification status in the following places:
- On a specific client profile under Contacts, you'll see a label next to the customer's email.
2. Online activity Rosters will display an Unverified label next to the name of the participant to indicate their email address is unverified. This applies to any unverified participants listed under Booked, Waitlisted, and Canceled tabs. NOTE: When a participant is unverified, this means they will not automatically receive the online class link.
3. The Compose Message Modal used when sending messages from the roster will also display the Unverified label next to any participants who have not yet verified their email.
If a customer email is unverified, you will have the ability to send a verification email to the email address provided. NOTE: if a provider or client changes the email address for the account after verification, the status does not revert back to unverified.
What if I'm currently running online programs and want to turn on this setting midway through the session?
Timing is everything when turning on new functionality for your account. We recommend that you communicate this change to your current online activity participants to ensure that this requirement will not disrupt them from receiving their current online activity links. If you plan on enabling this feature, we recommend doing so with at least 3 hours before the start of your next Online activity to ensure your customers get an email to verify their account before the activity starts. We've put together this article that you can share to help customers navigate to their account verification status. Should you need further assistance, please feel free to email help@hisawyer.com.