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Online Access to Bookings for Clients

By logging into Wordpress, your customers can view their past and upcoming bookings right on your site, and even be able to cancel them right then and there (optional). 

 

Set-Up

In Pages > All Pages, click on "Edit" right below the page where you want to add the list of bookings to.

Click on the "Add Bookly appointments list" button.

You'll be offered to check the columns you want added to the table, including the "Cancel" button, which will cancel an appointment at one click of a button and bring down your no-show count.

 

An alternative to this would be to give clients a link to your WP dashboard, having created WP accounts for them in the same way as explained above. The dashboard they'll see will be of course a radically stripped down version of your dashboard: it will only contain a calendar with that client's appointments.

 

RELATED:

Notifications - a good way to keep clients in the loop.

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6 Comments

  • Avatar
    Pylon Design

    When you say "By Logging into Wordpress" I take it you mean using a front-end login plugin? Can you recommend one and is the client's calendar always at the same URL?

  • Avatar
    Denis

    After adding appointment list shortcode on a page, you'll have a login form when you aren't logged in with a WP user account.

  • Avatar
    Pylon Design

    Ah! I can see it now. Maybe add to the doc above that the login functionality comes as part of the plugin/my Appointments page. Thanks

  • Avatar
    Pylon Design

    Could the login form include a forgot/reset password link, or can we just add a link to that ourselves?

  • Avatar
    Denis

    The login form doesn't have this option, you'll need to use WP standard functionality to reset the password.

  • Avatar
    Pylon Design

    OK. I can add a link to the reset page.

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