Inviting a customer, and switching their access off
Once your customers can sign in (how that works), you need a way to decide who. There are five decisions, and this is what each one means.
Inviting someone
You give me an email address and which parts of your business they should be able to use — one, several, or everything you offer your customers today. Either way it is a single decision, not one invitation after another.
They get an email from your business for each part, naming that part in the subject line and in the message, with a link that lands them there. The link is all there is — no password, no code in the message — so a forwarded copy is harmless. Several parts means several emails rather than one listing them all: with no single page showing everything they can use, each email is how they get back to that part.
The name it uses is the one you gave that part of your business. Unnamed, it falls back to a tidied-up version of the internal id — readable, but not pretty, so it is worth naming.
They do not have access until they follow that link and sign in for the first time. Until then it is an invitation, not a key — so if someone cannot see anything, ask whether they have signed in yet.
You get a copy in your own inbox, so you can always check an invitation went out. If one does not send, the invitation is still real: ask me again and I will resend it, and I will tell you exactly which message did not go out. Inviting the same person twice is always safe — it never downgrades someone who already has access.
If one of the things you ticked is no longer something your customers can use, I will not invite them to any of it — better that you pick again than that I half-do it.
"Everything I offer my customers today" means the parts that exist when you tick it. Open something new up next month and nobody is let in automatically — you decide who.
The invitation also needs somewhere to send them back to: your website, or another site you have told me about. With neither I will say so rather than send a dead link.
Switching someone's access off
Suspending someone does two things at once: they can no longer sign in, and every session they have ends. It bites on their very next action — no waiting period, no window where an old session still works.
Nothing is deleted. Their record, their history and everything they were allowed to use stay exactly as they were, which is why it reverses cleanly.
Switching it back on
Restoring someone undoes a suspension and nothing else. Anything you took away separately stays away — I will not quietly hand back something you decided to remove.
If they were invited and never signed in, there is nothing to restore yet: they are still waiting on that first sign-in.
Taking away one part
You can remove someone's access to one thing without touching anything else they use. It takes effect on their next action, and it cancels an invitation they have not accepted yet — that is how you call one back.
Removing the last thing someone can use leaves them able to sign in and see nothing. That is a real state, not a mistake — and not the same as suspending them, which I will not do for you.
To give it back, invite them to it again.
Signing someone out everywhere
This is the gentle one: a shared device, a laptop left open, a phone left on a train. Every session ends immediately and nothing else changes — they can sign straight back in.
When I tell you they are signed out, they are: nothing they were holding still works. Use this when the problem is the device, and suspending when the problem is the person.
Removing someone completely
There is no button for this, on purpose: deleting a customer erases their record and their history and cannot be undone, so it is a conversation first. Suspending is almost always what someone wants.
Where these live, and why you may not see them yet
Your customer list and all five buttons live under Settings → Customers — see "Your customers, and who can sign in". That area appears once customer sign-in is turned on for your business and it offers customers something to sign in to; "Letting your customers use part of your business" covers that part.
Asking me to do any of the five in chat is deliberately not how it works: these are your decisions to make directly, not mine to take on a sentence.