Account Management on Booking Widget

In this article, we will explore the customer experience using the account management feature on the booking widget.

Contents

• Accessing My Account Stand-Alone Widget
• Accessing My Account from Appointment Booking Widget 
• Account Management Features

Accessing My Account Stand-Alone Widget

Your clients can access account management on the stand-alone widget by:

1. Navigating to your website
2. Select the account management button
3. Once the button is selected, your clients will be prompted to a sign-in page
4. After signing in, they can navigate to the various sections by clicking on each option on the left sidebar. By default, Account Settings will be the first section displayed.

Accessing  My Account from Appointment Booking Widget 

Your clients can access account management on the appointment booking widget by:

1. Navigating to your website
2. Select the Sign in link at the top right of the page
3. After signing in, expand the dropdown menu next to their initials and select "Account"
4. They can navigate to the various sections by clicking on each option on the left sidebar. By default, Account Settings will be the first section displayed.

Account Management Features

When your clients are on the Account Management page, they can navigate to the various sections by clicking on the options in the left sidebar. Account Settings will be the first section displayed by default.

Bookings 

This section displays all upcoming and past bookings for the client 

Memberships 

This section displays all memberships the client has ever purchased regardless of the membership status. This section is only available if memberships are activated for the business and enabled from the widget setup.

• When you click the 'View Details' button, you'll see the membership contract period, value and item credits, last charge, and next charge dates                                                                                                                                                                                                                                                                                                                                                                                     
• Clients can view the expiry date of membership credits by clicking on the hyperlinked credit value.                                                                                                                                                                                                                                                                
• When the value credit hyperlink is selected, the "Value Credit Balance" modal will appear, showing the remaining amount and the expiration date for these credits.                                                                                                                                                                                                                      
• When the item credit hyperlink is selected, the "Item Credit Balance" modal will display the items included in the membership, along with the remaining amount and the expiration date for these credits.                                                                                                                                                                                

Packages

This section includes all packages purchased by the client. It also includes the credits remaining. This section is only available if enabled from the widget setup. 

Gift Cards 

This section displays all gift cards received and purchased by the client including the balance remaining. If a gift card was bought at franchise A, it will be viewable when signed in o the widget of any of the franchises connected to the parent account for accounts on global databases. There is a button to purchase additional gift cards if needed. 

Account 

This section displays personal information such as the client's name, email, and phone number. It also includes the client's address and login information.  The client can change their email address and reset their password at any time. 

Clients of pet businesses will be able to manage their pet profiles through the Account section. Existing pet data can be edited or deleted, and new pets can be added. Please note that custom fields and pet notes will not be visible.

Payment 

This section displays the client's credit card information. The credit card can be removed or replaced at any time. However, if the client has prepaid for a future appointment, they will not be able to remove the card until the appointment is completed.

Referral Program

This section allows clients to keep track of the referral credits earned, the number of clients they have referred as well as refer their friends and families. 

Notifications - This section allows the client to subscribe or unsubscribe to transactional and marketing emails and SMS notifications. 

We hope your clients will enjoy this great enhancement. For more information please contact us at support@mytime.com.