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  Public Ticket #3655232
No Login Details for Customer Panel
Closed

Comments

  • Triad-Orbit started the conversation
    May 26, 2024 at 10:12pm

    Hey There!

    We are now finalizing this plugin on our site. I'm afraid we hit a bit of a road block. 

    When placing a test booking, the notifications work well, but there is no login information or password reset/creation email for our customer to manage their appointment. Maybe I missed a setting regarding account creation? Or is there an easier way for someone to access their appointment through the SMS / Email notifications themselves?

    Let me know what works best for your customers, or what you would recommend. 

    Thank you in advance!

    Bret

  •  1,718
    Uroš replied
    May 27, 2024 at 2:39pm

    Hello,

    When your client makes a reservation and completes the booking process by paying for the service, they should have the option to access the Customer Panel afterward to manage their reservation details. However, to access the Customer Panel, they need to have a login and password set up.

    Typically, after completing the booking process, there should be an option for the customer to create a password for the Customer Panel. This option is usually presented to them once the booking is finalized. If your client didn't set up a password after completing the booking process, that might be why they're encountering difficulties when trying to access the panel.

    The solution in this scenario is relatively simple. Your client can still access the Customer Panel by utilizing the "forgot password" feature. This feature should be available on the login page of the Customer Panel. By clicking on "forgot password," your client will be prompted to enter their email address. After doing so, they should receive an email with instructions on how to reset their password.

    Once they've reset their password, they should be able to log in to the Customer Panel using their email address and the newly created password. From there, they'll have access to manage their reservation details as needed.

    So, to sum up, your client has two options:

    1. If they haven't created a password after completing the booking process, they can click on the "forgot password" button on the Customer Panel login page to create a new password.
    2. If they have created a password after completing the booking process, they can simply use that password to log in to the Customer Panel.

    Ensuring that your client is aware of these options should help them navigate the Customer Panel more easily and manage their reservations effectively. If you need further assistance with configuring the settings, feel free to provide more details, and I'd be happy to help!

    Kind Regards, 

    Uros Jovanovic
    [email protected]

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  • Triad-Orbit replied
    June 4, 2024 at 12:17am

    Thank you for your quick and detailed response.

     

    So, after your guidance, I unchecked the box circled. Does this mean that the customer gets an email about creating an account to manage their appointment? 

    8297188467.png


    Or does can the interface request that they create an account to proceed?

     We just want the clients to be able to book the service and make changes/cancel if needed.

    Thank you!

    Bret


  •  1,718
    Uroš replied
    June 5, 2024 at 9:59am

    Hello,

    Thank you for the update on this and for your patience.

    So, to sum up, your client has two options:

    1. If they haven't created a password after completing the booking process, they can click on the "forgot password" button on the Customer Panel login page to create a new password.
    2. If they have created a password after completing the booking process, they can simply use that password to log in to the Customer Panel.

    Please let me know if you have any other questions.

    Kind Regards, 

    Uros Jovanovic
    [email protected]

    Rate my support

    Try our FREE mapping plugin! MapSVG - easy Google maps, interactive SVG maps, and floor plans, choropleth maps and much more - https://wordpress.org/plugins/mapsvg-lite-interactive-vector-maps/

    wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs

    Amelia: FAQ | Facebook | Twitter | Instagram | Amelia demo sites | Docs | Discord Community

    You can try wpDataTables add-ons before purchasing on these sandbox sites:

    Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables