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.
Login with your email and password.
Select Booking Preferences.
Scroll down to the section labelled 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, you customers will be able to setup a login so that they can view their upcoming appointments and change their contact information. Customers will be able to create their account 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.
Within the installed desktop software, go to the Online Services drop down menu.
Select Online Booking.
In the Account Options section, select Invite Clients to Book Online.
You will receive a message asking if you want to send e-mail login information to all active clients that do not already have an account. Press Yes.
You will now receive a message stating how many clients will receive the email to create a login account. Press OK. Your clients will not start to receive emails to create a login for use with your online booking website.