How to Invite a Customer to Claim Their Account

Learn how to invite customers to claim their accounts so they can manage their own payments, subscriptions, and bookings. When customers claim their accounts, they can log in, update their profiles, and manage their relationship with your organization.

How to Invite a Customer to Claim Their Account

Before You Begin

Owner or admin permissions required
Customer must exist in Contacts > Customers with a valid email address

Steps

Step 1: Open the customer’s profile and send the invite

Go to Contacts > Customers, find the customer (search by name or email), and click their name.
Verify the email address on file is correct — the invite goes to that address.
Click Invite to claim account (in the top actions area or customer actions menu).
Confirm to send.

If the customer has already claimed their account, the invite option won’t appear.

What the Customer Receives

An email with a secure link to set a password and claim their account. Once claimed, they can log in at https://app.joinzipper.com to view bookings and purchase history, manage payment methods via Stripe portal, and update their profile.

Troubleshooting

“Invite to claim account” button not visible. The customer may have already claimed their account, or may not have a valid email address on file.

Customer didn’t receive the invite. Check the email address is correct, ask them to check spam, and resend the invite from their profile if needed.

Invite link doesn’t work. Invite links expire — resend a new invite and ask the customer to use the link from the most recent email.

Customer already has an account. They can log in directly; use “Forgot password” if they don’t remember their credentials.

Need a hand?

Email our team at support@joinzipper.com and we'll usually reply within a few hours.

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