Front-end Customer Panel

The Front-End Customer Panel add-on allows customers to manage their profiles, view appointment details, reschedule or cancel bookings, and update account information—all without needing admin assistance. This feature enhances the user experience by providing a self-service option directly from your website.

Accessing the Front-End Customer Panel

1. Create a New Page for the Customer Panel

   • Navigate to Pages > Add New in your WordPress dashboard.
   • Enter a title for the page (e.g., Customer Panel).
   • In the page editor, insert the [booknetic-cp] shortcode where you want the panel to appear.
   • If you're using Gutenberg, Elementor, or Divi, search for the Customer Panel widget and add it to the page instead.
   • Click Publish to save and make the page live.
   • Make sure that you choose the correct visibility setting for your customers to be able to use this panel, then click on the Publish button again.

2. Enable the Customer Panel in Booknetic

   • From the WordPress admin menu, go to Booknetic > Settings > Front-end Panels.
   • Locate the Customer Panel option and enable it.

3. Assign the Customer Panel Page

   • In the settings, select the page where you added the [booknetic-cp] shortcode.
   • Save the changes to apply the settings.

Configuring Customer Panel

Once the Front-End Customer Panel is enabled, you can customize the permissions customers have over their accounts:

• Time restriction to change appointments: Determine the time limit for your customers to change the appointment details from the customer panel until the appointment is started. For example, if you choose 10 minutes, your customers will be able to change their appointment details from the customer panel, until there’s 10 minutes left for the appointment to start

• Allow customers to change appointment status: This option determines under which conditions customers can reschedule their appointments by allowing you to specify which appointment statuses are eligible for rescheduling. Customers will only be able to reschedule their appointments if their current appointment status matches one of the selected statuses. Example: If you enable rescheduling only for appointments with the "Pending" status, customers will only be able to reschedule when their appointment is currently Pending. If the status is "Confirmed" or any other status, rescheduling will not be allowed.

• Allow customers to reschedule their appointments: This setting allows you to define a time limit for customers to modify their appointment details before the appointment starts. When enabled, customers can only reschedule their appointments up to a specified time before the appointment begins. If you set the time limit to 10 minutes, customers will be able to reschedule their appointments until there are 10 minutes left before the scheduled start time. Once this window has passed, rescheduling will no longer be possible.

• Allow customers to delete their account: This option allows your customers to be able to delete their customer account through the customer panel. If a customer deletes their account, you will not be able to book any more sessions with that account, but their previous appointments will be kept in the system, untouched. After the customer deletes their account, they can also register using the same email again.

• Hide the "Pay now" button on the Customer Panel: This option enables or disables your customers to pay the remaining due amount of their deposit appointment. If disabled, customers will see the "Pay Now" button for unpaid appointments and can complete their payments online. If enabled, customers will not have the option to pay via the customer panel and must complete payments through other provided methods.

Creating Customer Accounts

To ensure customers can access their panel, they can either have an account created upon booking, or register themselves.

1. Enable Auto-Creation of WordPress Users

   • Go to Booknetic > Settings > General Settings > General and enable the “Create a new wordpress user on new booking” option:
   • This ensures that every new customer is assigned a WordPress user profile.

   1.1 Automate Login Credentials via Workflow

   • Create a New Workflow in Booknetic > Workflows.
   • Select the "New customer created" event.
   • Choose a notification action (Email, SMS, or WhatsApp) to send login credentials.
   • Use the appropriate keywords in the notification template to include username and password details.
   1. Set up sign-up and sign-in pages for your customers
   • Navigate to Pages > Add New in your WordPress dashboard.
   • Enter a title for the page (e.g., Sign Up).
   • In the page editor, insert the [booknetic-signup] and [booknetic-signin] shortcodes where you want the panels to appear.
   • If you're using Gutenberg, Elementor, or Divi, search for the Booknetic Sign-Up or Booknetic Sign-In widget and add it to the page instead.
   • Click Publish to save and make the page live.
   • Make sure that you choose the correct visibility setting for your customers to be able to use this panel, then click on the Publish button again.
   • Lastly, check both the Sign-Up panel:
   • And the Sign-In panel:

   2.1 Share the sign-up page with your customers

   After your customers use the panel to sign-up, then they will be able to log in using the account they have created, by using the sign-in panel.

Customer Experience on the Front-End Panel

1. Logging In

   • Customers log in using their registered email and password.
   • If they forget their password, they can reset it by clicking the “Forgot Passowrd?” button in the sign-in panel:
   • Keep in mind that, for your customers to receive the “forgot password” email, you should first go to the Workflows, then create a new workflow with the trigger “Customer forgot password”:

2. Managing Appointments

   • Customers can view, reschedule, or cancel their appointments based on the permissions set by the admin.

3. Managing Packages

   • Customers can schedule their remaining package appointments from the customer panel, with less effort.

4. Updating Profiles

   • Customers can edit their personal information, including name, email, and contact details.

5. Deleting an Account

   • If enabled, customers have the option to delete their accounts directly from the panel.

6. Resetting password

   • Using the customer panel, your customers are also able to reset their passwords anytime.