Account Management Online

Modified on Wed, 17 Jun at 8:22 AM

This article explains how clients can access and use the Account Management feature within the booking widget.

Things to know:

The ability to add account management to your website is governed by the "Accessing Website Tools" access control setting.
If you update the booking widget configuration, you must re-embed the widget on your website for the changes to take effect.

Contents

Accessing My Account
Account Management Features

Accessing My Account

Clients can access their account from either the stand-alone widget or the appointment booking widget.

Navigate to your business website or booking widget
Click Sign In at the top of the page
Choose their login method:
- Standard: Enter their registered email address and password, then click 'Sign In'
- Social Login: Select 'Continue with Google,' 'Continue with Apple,' or 'Continue with Facebook' to use their existing social media credentials
Click the dropdown next to the client’s initials
Select Account
After signing in, clients can navigate between sections using the left sidebar. Account Settings is displayed by default.

Account Management Features

Bookings

The Bookings section provides a complete history of client activity:

Upcoming & Past Bookings: All scheduled and completed appointments or classes
Waitlist Entries: Displays active waitlist positions (if enabled)

Memberships

Displays all memberships purchased by the client, regardless of status (if enabled in the widget).

Clients can:

Click View Details to see contract period, credits, and billing dates
View credit balances and expiration dates via clickable links:
Value Credits: Shows remaining balance and expiration
Item Credits: Shows included items, remaining quantity, and expiration

Packages

Displays all purchased packages and remaining credits. (Visible only if enabled in the widget.)

Gift Cards

Displays all purchased and received gift cards, including remaining balances.

Gift cards purchased at one franchise location are visible across all linked locations (global database)
Clients can also purchase new gift cards from this section

Account Settings

Displays and allows updates to:

Name, email, and phone number
Address and login details
Clients can update their email or reset their password at any time.

Pet Businesses:

Clients can manage pet profiles (add, edit, delete)
Note: Custom fields and pet notes are not visible.
Payment
Displays saved payment methods
Clients can:
Add, remove, or replace a card
Cannot remove a card tied to a future prepaid appointment

Franchise Behavior:

The Payment section appears only if the selected location has an active payment account

If no locations have payment accounts, this section is hidden

Parent Widget Behavior:
Clients must select a location before adding or managing a card

Security:

If the "Enable reCAPTCHA on booking widget" setting is enabled (Cloud9 accounts), clients will be prompted to complete a reCAPTCHA when entering payment details

Referral Program

Clients can:

Track referral credits
View number of referrals
Refer friends and family

Notifications

Clients can manage preferences for:

Transactional notifications
Marketing email and SMS

For more information please contact us at support@mytime.com.

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