With the online booking service, you can allow your clients to create logins for your business. With these login accounts, your customers will be able to view their upcoming appointments and change their contact information as needed from your website.
Note: You must be on the latest version of the software in order to take advantage of this feature.
From your online booking website, select Manage Site at the bottom of the page.
Log in with your email and password.
Select Booking Preferences.
Scroll down to the section labeled Client Settings.
Move the slider for Allow Client Online Account Access from NO to YES.
Click Save Changes to save your settings.
Now that you have enabled account creation, your customers will be able to set up a login so that they can view their upcoming appointments and change their contact information. Customers will be able to create their accounts during the appointment booking process.
Emailing your Customers to Create their Online Booking Account.
It is suggested that you email your customers to let them know they can create an account for your online booking website. Having your clients create their accounts through this email will ensure that the account is linked to the correct client within the database and will avoid potential duplicate clients.
From your software, go to Clients.
Click on the client's name that you would like to invite.
Click on Personal Info at the top.
Click Invite Client to Make an Online Account.
An email will be sent and this will allow them to make an online account for your Online Booking
