Important
All add-ons for Bookly require Bookly PRO installed and activated.
Bookly Customer Cabinet (Add-on) lets website owners comply with the GDPR requirements by allowing customers to access, manage and delete their personal details and appointments list in a user account.
Let your customers easily rebook appointments and update their profile in a personal user account.
With Bookly Customer Cabinet (Add-on) your clients can manage their personal details and upcoming appointments right on your website.
Once you've added a Customer Cabinet to your web page and your customers are logged in with their WP credentials, they’ll be able to:
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- view, update and delete their personal information;
- see all details of the appointment (date, time, employee, status, price, etc.);
- view appointments history;
- reschedule or cancel their bookings;
- remove their customer profile.
Setup and configuration
1. Purchase, download and activate Bookly Customer Cabinet (Add-on) in Plugins.
2. Go to WP Dashboard > Pages. Create a new page or select an existing one, where you want to add a Customer cabinet to.
3. Click on the Add Customer Cabinet button.
In the Gutenberg editor, click the + icon and select "Bookly – Customer cabinet" to insert the shortcode to your page.
4. You'll be offered to check the tabs, columns and fields you want to add to a customer cabinet.
In the Gutenberg editor, these settings are on the right:
If you include the cancellation reason input box in the [bookly-customer-cabinet] shortcode, a customer will be able to indicate the reason when they cancel an appointment via their personal user account. This information can be included in the email or SMS notifications with the {cancellation_reason} placeholder.
Note
Your customers will be able to log into their Customer Cabinet only with their WordPress credentials. Make sure you've enabled Create WordPress user account for customers in Settings > Customers, as well as the New customer's WordPress user login details notification template.
The Customer Cabinet is designated for customers so only customers with associated WP user accounts will be able to access the cabinet. Check in the Customers section if the WP user account is associated with any account (User column).
Watch this video tutorial to learn more about personal user account for your customers.
Try this demo to see Customer Cabinet (Add-on) in action.
Get the Bookly Customer Cabinet (Add-on) here.
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RELATED
Customer Information (Add-on) – use custom fields to add extra info to client's profile.
Staff Cabinet (Add-on) – let your staff members manage their profile settings and bookings on the front-end.