š Overview
With the Online Booking service, you can let your clients create logins for your business. With these accounts, your clients can view their upcoming appointments and change their contact information from your website. This article walks you through turning on client accounts and emailing your clients an invitation to create one.
āļø Stop-gap: You must be on the latest version of the software to use this feature.
š ļø Setup
Turn on client online accounts from your Online Booking website, then invite your clients to create their accounts.
š Turn On Client Online Accounts
Allow clients to create their own login from your Online Booking website settings.
From your Online Booking website, click Manage Site at the bottom of the page.
āLog in with your email and password.
āClick Booking Preferences.
Scroll down to the Client Settings section.
āMove the slider for Allow Client Online Account Access from NO to YES.
Click Save Changes.
Once account creation is turned on, your clients can set up a login to view their upcoming appointments and change their contact information. Clients can create their account during the appointment booking process.
š§ Invite Clients to Create an Account
We suggest emailing your clients to let them know they can create an account for your Online Booking website. When clients create their accounts through this email, the account is linked to the correct client in your database, which helps you avoid duplicate clients.
In the installed desktop software, click the Online Services drop-down menu.
āClick Online Booking.
āIn the Account Options section, click Invite Clients to Book Online.
A message asks if you want to send email login information to all active clients who do not already have an account. Click Yes.
A message shows how many clients will receive the email to create a login account. Click OK.
Your clients now start to receive emails to create a login for your Online Booking website.