Add My Account Management to Your Website

Modified on Sat, 15 Nov at 7:51 AM

MyTime allows you to offer advanced account management features directly within the booking widget for your clients. This can be configured in Business Setup > Website Tools. In this article, we’ll walk you through the steps to enable the account management option on your website.


Things to know:

  • The ability to add My Account Management to your website is controlled by the "Accessing Website Tools" access control setting.
  • To enable online bookings for services, the following steps must be followed:
    • A payment account must be set up to process card payments. If you do not have a payment account, please email processing@mytime.com for help.
    • Your account must be live.
    • Online booking must be enabled. Learn more here
  • When configuring the widget or express checkout, "Access My Account" must be selected.
  • 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. 
  • 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 settings.
  • 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


Contents:


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:

  1. Navigate to Business Setup > Website Tools
  2. Select the Set Up button next to Add My Account to Your Website  
  3. On the Customize Theme page, set up your button and widget theme, then select next to proceed to the installation page  23417222-a068db70d531b73d33d65e8cdaf2c3cc.png
  4. From there, configure the following:
    • In the left panel:
      • Widget Includes: Select “Services” from the Widget Includes dropdown menu; multiple selections can be made to include memberships, packages, gift cards, etc
      • Meta CAPI: Learn more here
    • Google Tag Manager: Learn more here
    • Google Analytics 4 ID: Learn more here
    • Facebook Pixel: Learn More here
    • Custom CSS: Customize your widget by adding CSS instructions 
  5. 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


To add the account management functionality to the appointment booking widget: 


  1. Navigate to Business Setup > Website Tools
  2. Select the Set Up button next to Add Appointment Booking to Your Website
  3. You can choose to install a widget or express checkout link  
  4. Select the Booking Widget option, then proceed to set up the widget unnamed__4_.png
  5. On the Customize Booking Theme page, set up your button and widget theme, then select next to proceed to the installation page 
  6. From the Widget Includes dropdown menu, ensure "Accessing My Account" is selected 

 

Information about accessing account management online can be found here


For more information, contact us at support@mytime.com or (385) 233-6964.    


Related Article

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