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).
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.
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.
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13 Comments
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?
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.
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
Could the login form include a forgot/reset password link, or can we just add a link to that ourselves?
The login form doesn't have this option, you'll need to use WP standard functionality to reset the password.
OK. I can add a link to the reset page.
After entering "Add Bookly appointments list", nothing appears on the page. Why?
I'm logged in as administrator
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.
Ok for WP user accounts like Autor and Editor, but Administrator? Not displeyed?
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.
ok, thanks
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!
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.