What this helps you do
Keep useful context on your clients and handle difficult situations — repeat no-shows, disruptive behavior, disputes — professionally and consistently.
Before you start
- Your business has at least a few real clients booking through Bloomber.
Steps
Step 1: Add notes to a client's profile
Add an internal note when something's worth remembering — a preference, a pattern, a past issue. Notes are visible only to your team, never to the client.
Step 2: Flag a repeat problem
Use notes to track recurring issues (late arrivals, no-shows, disputes) so the pattern is visible the next time anyone on your team looks at that client.
Step 3: Block a client if needed
When a client relationship isn't workable, block them from their profile. A blocked client can no longer book with your business.
Step 4: Handle a refund tied to a client dispute
Issue a refund directly from the relevant booking — full or partial — and it's returned to the client's original payment method.
Step 5: Escalate a real dispute
If a client disputes a charge with their bank (a chargeback), contact Bloomber support with the booking record and any notes your team has attached — that context speeds up resolution.
What success looks like
- Your team has shared, consistent context on repeat or difficult clients.
- Problem situations get handled the same way regardless of who's on shift.
- Blocked clients stay blocked, and disputes get resolved with the right evidence attached.
Common problems
- A blocked client is still able to book — Confirm the block was actually saved on their profile, not just applied to one booking.
- My team isn't seeing the notes I added — Notes are internal to your team by design — confirm the person looking is actually part of your business's team roster.
- A refund or dispute isn't resolving as expected — See Take payments, deposits, refunds, and in-person card-reader payments or Troubleshoot payment failures, payout confusion, and card-reader issues.