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Front-end Customer Panel

Front-end Customer Panel allows you to offer your customers an easy way to track, reschedule and/or cancel their appointments and events. In the Customer Panel, customers can manage their personal details without logging into the WordPress backend.

Allow customers to delete their profile

By enabling this option, you can follow GDPR rules. Note that by default, the option is disabled, which means that customers will not be able to delete their profile information.

If you enable it, the customers will see the Delete button on their profile, and they will be able to delete their personal information by clicking on it. That will not remove their appointments, but it will delete all their personal data from your database.

The customer’s profile will still be visible to the admin and manager because of the scheduled appointments, but instead of the Customer’s personal information, the Customer ID will be shown.

Since we do not store any data from your customers in compliance with GDPR, by adding the Delete button to the Customer Panel, customers’ data will be deleted from your database.

To enter the customer’s profile details click on the arrow beside the customer’s email and choose “My Profile”.

Allow customers to reschedule their appointments

By default, this option is disabled; this means that your customers will not be able to reschedule their appointments on the Customer Panel. The only option that will be visible to them is to Cancel the appointment and it is located in the “Pencil” button shown in the screenshot below.

Please note that the “Cancel” option can’t be disabled.

If you enable the “Reschedule” option, next to the Cancel button, they will also see the Reschedule button once they click on the “Pencil” button. By clicking on the Reschedule button, the dialog will pop up, and your customers will be able to reschedule the appointment for some available slot in the future.

Paying from the Customer Panel

Once you enable the “Allow payment via Payment Link” option in Payment Settings (after you’ve added at least one online payment option), appointments that have been booked from the back-end (or from the Employee Panel) will have the “Pay Now” button next to them, as shown in the screenshot above.

If you have multiple payment methods enabled (for example, PayPal and Stripe), when a customer clicks on the “Pay Now” button, a dropdown list of payment methods that they can choose from will appear. In case you have only one payment method (for example, WooCommerce, which can’t be combined with other payment methods), your customers will see only that option.

Once the payment has been processed, payment will be updated on the Finance page, and automatically changed to the “Paid” status. 

The Time Zone Option

Customers can choose their own time zone, or any time zone they want, in which they will see the times of their booked appointments and events in the customer panel.

Managing Package Appointments through the Customer Panel

Customers can also manage their packages through the Customer Panel. If they have booked a package, a content block on top of the appointments list will appear.

Content that is shown is the expiration date of the package and how many appointments are left to be booked. By clicking on a specific package, your customers will have the option to see detailed information about booked appointments, book the ones that have not been booked, pay the package if it was booked for the customer from the back-end, or cancel the whole package. 

Customers can also reschedule their appointments from packages on the Appointments tab, and in addition to this, they can also select an employee from the panel, by choosing the one from the dropdown list above the calendar, when they try to book another appointment as a part of the package.