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Account Management on Booking Widget

In this article, we will explore the customer experience using the account management feature on the booking widget.

Contents

Accessing My Account Stand-Alone Widget

Your clients can access account management on the stand-alone widget by:

  1. Navigating to your website
  2. Select the account management button
  3. Once the button is selected, your clients will be prompted to a sign-in page 23417012-c3175ecae0dc2524b51b04a416de454b.png
  4. After signing in, they can navigate to the various sections by clicking on each option on the left sidebar. By default, Account Settings will be the first section displayed.

Accessing My Account from Appointment Booking Widget 

Your clients can access account management on the appointment booking widget by:

  1. Navigating to your website
  2. Select the Sign in link at the top right of the page  18554190-908a4d166a25f2f87a30698822a9f30e.png
  3. After signing in, expand the dropdown menu next to their initials and select "Account" account11.png
  4. They can navigate to the various sections by clicking on each option on the left sidebar. By default, Account Settings will be the first section displayed.

Account Management Features

When your clients are on the Account Management page, they can navigate to the various sections by clicking on the options in the left sidebar. Account Settings will be the first section displayed by default.

Bookings - This section displays all upcoming and past bookings for the client  21815973-9ad79b83997bbf51269d827817f66550.png

Memberships - This section displays all memberships the client has ever purchased regardless of the membership status.  

  • When you click the 'View Details' button, you'll see the membership contract period, value and item credits, last charge, and next charge dates.
  • Clients can view the expiry date of membership credits by clicking on the hyperlinked credit value.

This section is only available if memberships are activated for the business and enabled from the widget setup.  21816120-f012f3636f766c6feaa670d27b9070fb.png

Packages - This section includes all packages purchased by the client. It also includes the credits remaining. This section is only available if enabled from the widget setup.  package.png

Gift Cards - TThis section displays all gift cards received and purchased by the client including the balance remaining. There is a button to purchase additional gift cards if needed. gift_cards.png

Account - This section displays personal information such as the client's name, email, and phone number. It also includes the client's address and login information.  The client can change their email address and reset their password at any time. 21824249-5eb40151d188e72cf4d7f6a63d8af562.png

Payment - This section displays the client's credit card information. Their credit card can be removed at any time. If the client prepaid for an appointment in the future, they will not be able to remove the card until the appointment is completed. 21824307-7e756528c3f2182b95f68c381e8ae70f.png

Referral Program - This section allows clients to keep track of the referral credits earned, the number of clients they have referred as well as refer their friends and families. 

referral.png

Notifications - This section allows the client to subscribe or unsubscribe to transactional and marketing emails and SMS notifications. 

21824407-588285c3393fa66be7717382d26b2f59.png

 

We hope your clients will enjoy this great enhancement. For more information please contact us at support@mytime.com.

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