Help Center

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 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 be 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.

 

RELATED

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

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42 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
    Support Team

    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
    Support Team

    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.

  • Avatar
    Massimiliano Calidonna

    After entering "Add Bookly appointments list", nothing appears on the page. Why?

    I'm logged in as administrator

    Edited by Massimiliano Calidonna
  • Avatar
    Support Team

    Hi Massimiliano, the appointment list can be seen only by customers that have WP user accounts. Please check the customers tab, if this account is linked to a customer.

  • Avatar
    Massimiliano Calidonna

    Ok for WP user accounts like Autor and Editor, but Administrator? Not displeyed?

  • Avatar
    Support Team

    Hi, it doesn't matter which role the WP user account will have, this WP account needs to be associated with a customer to see the appointment list.

  • Avatar
    Massimiliano Calidonna

    ok, thanks

    Edited by Massimiliano Calidonna
  • Avatar
    gjdspy

    Hi Denis,

    After entering the "Add Bookly appointments list" short cut,
    I login as a customer, and see the list, I have only this message :
    "No appointments found."

    The page show a empty table with header / fields names.

    I'm logged in as a customer account, and I see that it was added to the customer
    list and the WP account users list.

    Can you help me? thanks!

  • Avatar
    Support Team

    Hi Gustavo, please check if the customer has any appointments. If the problem persists feel free to send us an email to support@ladela.com so we could assist with this matter.

  • Avatar
    Cameron

    hi there, how do we give limited access to Wordpress dashboard (client login required) as it says here?
    When i create a user in WP ADMIN i was expecting to see a new user role that would give the cut down dashboard you mention.
    thanks

  • Avatar
    Support Team

    Hi Cameron, we apologize there's a mistake in our documentation. That information is related to staff member's access to appointments. Customers can see their appointments only if they are associated with a WordPress user account are logged in on a page where the appointment list shortcode was added.

  • Avatar
    Cameron

    thanks for clearing that up.
    it would be helpful if there was a user role that gave access just to the bookings in the calendar, especially as i cant get access to the google calendar sync, so the plugin is not usuable for my client, as they have no way to access booked appointments.
    when i click CONNECT on GOOGLE CALENDAR SYNC i just get the following:

    401. That’s an error.

    Error: invalid_client

    The OAuth client was not found.
    Request Details

    response_type=code
    redirect_uri=http://www.rjhgroup.co.uk/wp-admin/admin.php?page=bookly-staff
    client_id= 238536990848-bu3v5tgljk68j2g3tdka31t92uii13hu.apps.googleusercontent.com
    scope=https://www.googleapis.com/auth/calendar
    access_type=offline
    approval_prompt=force
    state=MQ,,

    That’s all we know.

    Maybe somebody reading this knows how to fix this problem hopefully?

  • Avatar
    Support Team

    Hi Cameron, please send us an email to support@ladela.com with this inquiry and the purchase code to look into this matter.

  • Avatar
    Cameron

    i have done that but i have a question re Staff Cabinet.
    would this ADD ON not achieve the above?
    really i just need the website owner to be able to access their bookings and i thought this would be done via Google Calendar sync but it seems there are several other similar options inc this?
    Please can you clarify. thanks.

  • Avatar
    Support Team

    The website owner can access the bookings with this WP administrator account, the staff cabinet add-on is designed for staff member and not for administrators.

  • Avatar
    Ossi

    So, when a new client books a new appointment via Bookly, a new bookly customer is created. However, this doesn't seem to create a WP user. How this new customer is supposed to be able to cancel his appointment?

  • Avatar
    Support Team

    Hi Ossi, if you enable this setting - Create WordPress user account for customers - 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.

  • Avatar
    Ossi

    While waiting for your answer, we found the way to include the "Cancel" link in the confirmation email. This has not been documented by you and we had to spend several days in this forum looking for the answer.

    Could you please answer clearly:

    1. Do we need to create WP user account for each customer to be able to allow them to cancel their appointments? The customers don't need the WP account for any other purpose and it would be too complicated to make them to have the credentials and all just for the purpose of the cancellation.

    2. Is the appointment token system separate from the WP user account? I mean the token (for instance 151902552084e28b632758ec0256d009) visible in the cancelation URL:
    https://www.MYSITE.MYDOMAIN/wp-admin/admin-ajax.php?action=bookly_cancel_appointment&token=151902552084e28b632758ec0256d009

  • Avatar
    Support Team

    1) Customers will be able to cancel their appointments without WP accounts. They can their appointments list with WP accounts.

    2) No, it's the same token.

  • Avatar
    Ossi

    I was hoping you could give a clear answer. But still, the answer is not clear.

    You wrote: "Customers will be able to cancel their appointments without WP accounts."
    Great!

    "They can their appointments list with WP accounts."
    What does this mean? A verb is missing from the sentence.
    Do you mean: "They can view their appointments list with WP accounts."

    If they can cancel their appointments without WP accounts, then how can it be the same token? If we set the configuration option to not to create WP accounts, then how is it possible to have the same token?

  • Avatar
    Support Team

    Sorry, I missed the verb "see" -> They can see their appointments list with WP accounts. Meant to say, if you want to provide the option for your customers to see their appointments, they will need to have WP user accounts, otherwise they won't be able to log in - to have access to the appointment list.

    The plugin was designed this way, the cancellation links will contain the same token, regardless if the customer has an WP user account or hasn't one.

  • Avatar
    Ossi

    Ok thanks, this makes it clear :)

  • Avatar
    Wilson Lau

    Hi. I have added the Bookly Appointment List into my page. After the customer has successfully made an appointment through the booking form, and when he went to the Bookly Appointment List, he saw nothing.

    The List did appear on the page with title, and columns (i.e. Category, Service, Date...). But no appointments found. The customer did make the appointment and the staff has already approved it. How to fix this? Thanks.

  • Avatar
    Support Team

    HI Wilson, the appointment list was designed for customers, so only customers who have WordPress user accounts and are logged in, can see this list. Please check if the WP user account with which the customer is logged is associated with the relevant customer in the customers menu.

  • Avatar
    Wilson Lau

    Hi. The user who made the appointment has WP user account. I logged in into his account and see no appointment in the list.

  • Avatar
    Wilson Lau

    It seems working now. I simply turned on the Bookly -> Settings -> Customers -> Create WordPress user account for customers

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