Help Center


Customer Cabinet Add-on

Important: All add-ons for Bookly require Bookly PRO installed and activated.

Bookly Customer Cabinet (Add-on) allows the website owners to comply with the GDPR requirements by providing customers with a possibility to access, manage and delete their personal details and appointments list in a user account.

Let your customers easily rebook appointments and update profile info themselves 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.

bookly-customer-cabinet-addon-01.png

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:

  • view, update and delete their personal information;
  • remove their customer profile;
  • view appointments history;
  • see all details of the appointment (date, time, employee, status, price, etc.)
  • reschedule or cancel their bookings.

bookly-customer-cabinet-addon-02.png

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 Add Customer Cabinet button.

bookly-customer-cabinet-addon-03.png

In the Gutenberg editor, Click the + icon and select Bookly block. Then select "Bookly – Customer cabinet" to insert the shortcode to your page.

bookly-customer-cabinet-addon-04.png

4. You'll be offered to check the tabs, columns and fields you want to add to a customer cabinet.

bookly-customer-cabinet-addon-05.png

bookly-customer-cabinet-addon-07.png

In the Gutenberg editor, these settings are on the right:

bookly-customer-cabinet-addon-06.png

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 that 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.

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.

 

DEMO | VIDEO TUTORIALS | MAIN BOOKLY SETTINGS | FAQ | ADD-ONS

 

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.

Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk