By logging into WordPress, your customers can view their past and upcoming bookings right on your site, and even are able to cancel them right then and there (optional).
Setup
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 to add 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.
In the Gutenberg editor (if you’ve updated your site to WordPress 5.0), click the + icon and select Bookly block. Then select "Bookly – Appointments list" to insert the shortcode to your page.
Customers can see their appointments only if they are associated with a WordPress user account, and are logged in on a page where the appointment list shortcode was added.
If the setting Create WordPress user account for customers (Settings > Customers) is enabled, then Bookly will be creating WordPress user accounts for all new customers. If the user is logged in then the new customer will be associated with the existing user account.
Access to booked packages
If you enabled the Bookly Packages add-on to offer package deals to your customers, you can let them schedule appointments in the package and see other details by adding the [bookly-packages-list] shortcode to your webpage. Read more here.
Personal customer cabinet for your clients
If you enabled the Bookly Customer Cabinet add-on, you can give your clients more options for managing their bookings and profile information in a personal user account on your website. Read more here.
Cancel appointment link in notifications
You can include a cancellation link in your email notifications. This allows your customers to cancel their bookings in one click. Select the relevant notification template, switch to the text editing mode and insert the {cancel_appointment_url} code inside the <a> tag.
In Settings > URL Settings > Cancel appointment URL (success), set the URL of the page to which customers will be redirected after they click the cancellation link.
The {cancel_appointment_confirm_url} code will generate a link that will forward the user to a page where he can confirm this cancellation. You will need to create this page and add this shortcode on this page [bookly-cancellation-confirmation] by clicking on "Add appointment cancellation confirmation" button. Then add this link in Settings > URL settings > Appointment cancellation confirmation URL.
Take into account that the cancel action is related to the setting "Cancel appointment action" (Settings > Customers). You can select what happens when customer clicks cancel appointment link. With "Delete" the appointment will be deleted from the calendar. With "Cancel" the appointment status will be changed to "Cancelled".
RELATED
Notifications – a good way to keep clients in the loop.
0 Comments