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Customer Cabinet Add-on

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.

customer-cabinet-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.

customer-cabinet-02.png

Setup and configuration

1. Purchase, download and activate 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.

customer-cabinet-03.png

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

customer-cabinet-04.png

5. 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.

 

Try this demo to see Customer Cabinet add-on in action.

Get the Bookly Customer Cabinet Add-on here.

 

If you wish you can join a community of translators who help us in Bookly localization. Join translation of Bookly and help us become closer and speak with you in your native language. Read more here.

 

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

23 Comments

  • Avatar
    Anthony

    The price on the Customer Cabinet only shows the price for the service but not the extra service prices.Though, it shows in the customers, appointments and payment tabs.

    Edited by Anthony
  • Avatar
    Alexandr Chebotarev

    I have this message You don't have permissions to view this content.

  • Avatar
    Tomer Levi

    same here "You don't have permissions to view this content." Did you manage to figure out Alexandr Chebotarev?

  • Avatar
    Tomer Levi

    Bookly Customer Cabinet disabling my mobile menu. any idea?

  • Avatar
    Support Team

    Hi,

    Customers will see the service price, the final price isn't displayed in the cabinet.

    The customer cabinet is designated for customers - so only customers with associated WP user accounts will be able to access the cabinet. Please check the customers menu if the WP user account you are logged in with is associated with any account (User column).

    Regarding the last inquiry, please provide more details about it and send some screenshots to support@ladela.com

  • Avatar
    T Horejsi

    Hi Suport Team,

    regading to management with personal data and possbility to delete their personal details so I have a question. Probably we do not want any client to delete or change the their details if is in Black List (Customer's Group plugin). Is there anything to prevent the data in Black List? GDPR know something called "legitimate interest" so I probalby want to keep data of clients in Black List.

  • Avatar
    Support Team

    Hi, currently, this option is not supported, unfortunately.

  • Avatar
    T Horejsi

    Ok. If possible, please let me know as soon as possible you will have this option included so I will buy the addon. After make sence for us. Thx.

  • Avatar
    Wan Fathurrahman

    How can we hide/edit the word 'WP' in 'WP user' on profile section, so that the client wont notice we are using wordpress?

  • Avatar
    Support Team

    Hi Wan, if you want to rename this option you will need to make changes to a file or rename it with some tools like Poedit or Locotranslate.

  • Avatar
    Wilson Lau

    Hi. Referring to the problem mentioned by Alexandr Chebotarev above, I found that when a new customer registers on my website and a new user is created, the user isn't immediately added into the customer list, and therefore the customer cabinet shows "You don't have permissions to view this content."

    However when this new user makes his first booking with Bookly, he is added into the customer list and the customer cabinet works.

    Is there a way to add the new user immediately into the customer list once he has registered on my website?

    Many thanks.

  • Avatar
    Pylon Design

    So the cabinet is not available for new users who login using Facebook plugin?

    What about a customer who was a wp-user but then starts using Facebook to login? Is their access to cabinet then removed?

  • Avatar
    Support Team

    Hi Wilson, You will need to add manually these records in the customers menu or they will need to book appointments in order to have access to the cabinet.

    Hi Pylon, 1) If the customer record isn't associated with WP user account, then these customers won't have access the customers cabinet.

    2) It won't be removed, they will still be able to access the customer cabinet.

  • Avatar
    Carolyn Marquez

    Is there a hook or a way to change the wording of "You don't have permissions to view this content. "

    For those with this same question, this message can be changed in the template file for this plugin. It actually does not show up in the language files. I changed it to something like "You have not scheduled any appointments yet,  etc etc." Then of course, you need to have a way to note that you edited a template file in case of plugin updates.

    Thanks, though, Bookly for your prompt response. I think Bookly is great!

    Edited by Carolyn Marquez
  • Avatar
    Support Team

    Hi Carolyn, you can change the text with tools like LocoTranslate.

  • Avatar
    AIR4K

    I was wondering if there was easy way to modify the design?

    The login fields look terrible..
    I would like to have a small separate login box in the sidebar for example, or at least nicely aligned and centered.

    The cabinet itself looks fine.

  • Avatar
    AIR4K

    Also there is no "logout" or "lost password" menu option for the customer. It goes straight to the WP site which also looks terrible.
    I rather had a separate page that is displayed after a customer logs out.

    I believe someone had a solution, i just can't find it anymore, was for a different plugin I guess.

  • Avatar
    Support Team

    Hi, the plugin uses WP standard functionality to log in/out WP users. The design of the login form depends on the WordPress theme that you're using, it's not rendered by the plugin.

  • Avatar
    Carolyn Marquez

    I used ThemeMyLogin plugin to create a custom login/logout page.

  • Avatar
    Alexey

    Hello all. Is it possible to add option to show in the customer cabinet the attached files (by Files add-on)? The idea is to show to the customer all summary information regarding to his visit. For example pdf file with detailed services, parts, prices and other important information. Thank you.

  • Avatar
    Support Team

    Hi Alexey, this functionality is not supported at the moment.

  • Avatar
    Jack Castronovo

    I purchased the add-on, created a test customer, and I'm also getting the permission error on after login. The way I understand it is that because an appointment hasn't actually been booked, there is no calendar to show, and so it generates the error. Correct? If so, is there a way to keep the plugin from appearing if the user has not booked an appointment? I plan on offering both open classes as a way to promote private appointments, and so I would need a way to prevent the error for those members who don't have the latter.

  • Avatar
    T Horejsi

    Hi.. I just newly purchased sone plagins. Please advise me how I can add the link when I use Gutenberg? :)

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