MyTime gives you the opportunity to provide advanced account management from within the widget to your clients. Clients can manage their account, contact information, payment information, bookings, packages, gift cards, and memberships through an embeddable widget on your website or through the express checkout page. This can be configured from Business Setup > Website Tools. My Account can be a stand-alone embedded widget or an option in your existing Appointment Booking widget. Please note you will need to re-embed the widget on your website once you update the setting.
Contents:
- Add Account Management as an Embedded Stand-alone Widget
- Add Account Management to Existing Appointment Booking Widget
Add Account Management as a Stand-alone Embedded Widget
From the Website Tools tab, you can configure an embedded widget for My Account only. This will allow clients to manage their accounts right on your website from a stand-alone button.
To get started:
- Navigate to Business Setup > Website Tools
- Select the Set Up button next to Add My Account to Your Website
- On the Customize Theme page, set up your button and widget theme then select next to proceed to the installation page
- Copy the code and embed it on your website
Congratulations, account management is now available on your website!
Add Account Management to Existing Appointment Booking Widget
Things to know:
- When the "My Account" option is added, you will need to re-embed the widget on your website
- The “My Bookings” option will not be displayed in the dropdown menu if Account is enabled. The appointment bookings will be reflected under Account Management.
- The gift cards, memberships, and packages sections will only be accessible and visible in the account management on the widget if enabled from the widget setup
To add the Account Management functionality to the appointment booking widget:
- Navigate to Business Setup > Website Tools
- Select the Set Up button next to Add Appointment Booking to Your Website
- You can choose to install a widget or express checkout link
- Select the Booking Widget option then proceed to set up the widget
- On the Customize Booking Theme page, set up your button and widget theme then select next to proceed to the installation page
- From the Widget Includes dropdown menu, ensure "My Account" is selected
Information about accessing account management online can be found here.