Customer Front-end Panel

BookingPress provides a customer panel from where your customers can login and manage their booked appointments and profile.

Now depending on admin’s authentication field configuration, and here are the followings pages your customers can manage from front-end.

Note :

If you want your customers to manage their own appointments and profile, head over to your WordPress Dashboard → BookingPress → Settings → Customer panel.
Under Customer Settings, enable the “Create WordPress user upon appointment booking” option. This will automatically create a WordPress user after a customer booked an appointment with you.
You can also enable “Auto login user after successful booking” for automatically login in the customers.

My Appointments

Inside the My Bookings page, the first My Appointments panel lets your customers view and manage all their booked appointments. They can even filter the appointment between the dates or by the appointment name.

Now hover over or click on the appointment data and you’ll be able to see the actions icons like:

Reschedule: For rescheduling the specific appointment.
Book Again: For booking the same service again. The service is pre-selected so customers simply have to select next time and date.
Download Invoice: Generates the invoice (Works only if Invoice Addon is activated)
Cancel Appointment: Cancels the appointment.

Remember: If a customer cancels an appointment, they won’t be able to revert back the appointment. They just have to book a new appointment from the start.

My Package

Next is My Package panel in which customers can view all the details of their booked service packages.

Note: This panel will only appear if you have activated the Service Package Addon from the back-end.

Customers can see the:

Package ID
Package Name
Remaining Appointments
Expire On of package
Total Payment

If the Invoice Addon is activated, customers can download the invoice of their payment. Apart from this, they can anytime search for the specific package within the dates, or by simply entering the name of the package.

Gift Cards

Now your customers can separately manage their gift cards right from their customer panel under the Gift Cards panel.

Note: This panel will only appear if you have activated the Gift Cards Addon from the back-end.

Here your customers can access all the gift cards they bought. The system allows them to filter the gift cards by dates within, status of gift card (Active/Inactive), or simply by searching the name of the card.

Customers can see the:

Gift Card ID
Title
Gift Code (click to copy)
Expire On
Amount

Click on it to see more details such as purchase date, invitee email, card value, total used, balance and more.

Edit Account

From the back-end, if the permission for editing an account is granted, customers can edit their account with information like name and phone number.

Apart from editing the profile, customers can also delete their account by clicking on the “Delete Account” button under Delete Your Account, inside the Edit Account page.

Note: If the customer deletes their account, entire data related to the customer will be wiped out from your website. There will be no way to revert the Deleted Data once it is lost.

Change Password

As the name suggests, customers can change and update their password under this section. However, for creating a new password, one must remember their current password.

Logout

At last, customers can simply log out from the account by clicking on the “Logout icon” at the end of the side menu bar.

What Should Customers Do If They Forget Their Password or Can’t Log In?

The customer will need to click on “Forgot Password”, then will need to enter their email address.

After that, the customer will receive a “Reset Password” link for resetting the password.

Now customers will be able to log in using their email/username or phone number (from BookingPress Version 5.0).

Need a hand?

Our world-class support team is happy to help. Send us a message and we’ll take it from there.