SMS Notifications in the Naldoria Booking Plugin

Besides the email notifications, SMS notifications give you the possibility to send SMS messages to your customers and employees to inform them about the appointments or events. As for the emails, here you also have three different times when these messages can be sent: right after an event is triggered, in the scheduled specified time after the appointment/event, and in the scheduled specified time of the day.

Creating your account

SMS notifications page you will find on the Notifications page in a separate tab right beside the Email Notifications tab.
Once you click on the SMS notifications tab you will see the option for creating an account.

Enter your email and password and click on the “Sign Up” button to proceed to the SMS Notifications page. The option for Sign In are exactly the same, so the next time when you come to the page after you logged out you will see the same options to enter the email and password.

If you forgot your password, on the Sign In window you will see an option “Forgot Password?”, click on it and the plugin will ask you to enter your email so we can send you the Recovery email.

Once you enter the email and click on the button Send Recovery Email, our plugin will send you the email with a button to reset your password. Click on this button in your email and you will be redirected to the SMS notifications page to enter your new password.
You will see two options here “New Password” and “Re-type New Password”, once you fill them with the same new password, click on the “Reset Password” button, and the option for Sing In will open again.

Setting up your SMS notifications

Once you enter the page you will see a blank page for SMS History since you don’t have any sent messages yet, so we will go back to this page later.

On the left, you will see a sidebar with the options for setting up your messages. Once you click on the “Customize SMS” option from the menu you will see exactly the same options as for the email notification. On this tab, you can check which messages you want to send to your customers and/or employees, and you can completely adjust the messages to fit your needs using the placeholders in the “Show SMS Placeholder” option on the right.

Pricing

The next option in the menu is Pricing. Here you can see the prices for SMS messages for each country. At the top of the list, you will see an option “View pricing for:” where you can choose the country from a dropdown menu.

** Please note: Prices displayed on the Pricing list are for one segment of the SMS message. One segment of the message contains 160 characters, so if you add more than 160 characters the message will contain more than one segment and the price will be multiplied. Special characters are counted differently and if you use them one segment will have less than 160 characters. **

App Creation

Within the Facebook developer account, you’ll either see a list of your apps (if you already used it) or you’ll see a blank screen as shown in the screenshot below. All you need to do is click on “Create App” either in the top right, next to the search box, or in the App list section.

Select App type – Since you need to use WhatsApp with your business (regardless if you’re a “One-man show” or an enterprise), you need to select the “Business” type app option, and click the “Next” button in the lower right corner.

Provide basic information – In here, you only need to choose the display name of your app (you can change this later). The email you’re logged in with is already populated, and the Business Account is not a mandatory option for using WhatsApp within Naldoria, so even if your account is linked to a Business Account, you don’t need to select it.

** Facebook doesn’t allow certain terms like “whatsapp”. For example, you may not use Meta’s trademarks or brand elements (including FB, Face, Book, Insta, Gram, and Rift) or any confusingly similar terms in your app name if such term is, or could be perceived as, a reference to Facebook or its brands. **

This completes the creation of the app, and now we need to add a product to the app (WhatsApp). To do that, scroll down to the end of the page and click on “Set up” in the lower right corner of the “WhatsApp” card:

The next screen informs you what’s included in the Business Platform API and by continuing, you agree to the Facebook Terms for WhatsApp Business and the Meta Hosting Terms for Cloud API. All you need to do is click on “Continue”:

The next screen consists of data needed to test the app – a Temporary Access Token, Phone Number ID, WhatsApp Business Account ID, and Curl of sending messages.

Please note: You will need the Phone Number ID and the WhatsApp Business Account ID later when you configure WhatsApp integration in Naldoria.

In the “From” section, you will see a test number assigned to your account (this number cannot be used in production).

In the “To” section, you will see a drop-down menu that will be empty when you expand it. You can click on “Manage phone number list” and add up to 5 phone numbers to receive free test messages.

** WhatsApp will send a confirmation code to the phone number, so you can’t actually add this number until you enter the 5-digit verification code you receive in the WhatsApp account linked to the phone number you provided. **

Once you add your personal number for testing, you can click on the blue “Send message” button in the lower right corner under Step 2 and you should receive a WhatsApp message similar to this:

After you receive the text message, you can scroll down in the Facebook for Developers page; skip steps 3 and 4 and click on “Add phone number” in the bottom right:

This will bring up a modal where you add your business name (this is the name your customers will see on WhatsApp when they receive a message from you), business email (needs to be a valid email, since you’ll need to confirm it), your country, and your business’ website.

When you’re done populating this, click on “Next” in the bottom right corner.

The next pop-up will ask for the timezone, business category, and business description. Fill in the details carefully and click the “Next” button in the bottom right corner.

Enter your business’ official phone number that will be used for Naldoria.

** Bear in mind that this can’t be the number that’s already using WhatsApp, so it has to be a number that’s new to WhatsApp.

If you enter a number that’s already being used by WhatsApp (regardless if it’s a personal or a business account), once you link it here – you won’t be able to use it on a mobile device anymore, so we strongly recommend obtaining a new number for this integration. **

You can enter your Business’ landline number also, you just need to select the “Phone Call” radio button below in order to activate it.

If you’re using a mobile number, you can also select the “Text message” option, and you will receive the verification code.

Please note that this is the number your customers will receive messages from.

Once you click on “Next” in the bottom right corner of the pop-up, you will receive the verification code.

After you click on “Next”, you will receive an OTP message from WhatsApp to your WhatsApp business number. Enter the verification code (OTP number) and click the “Finish” button. Your number will be verified at this stage and it will be linked with your WhatsApp business account.

At this point, you’ve configured the phone number you’ll use for WhatsApp messaging if you want to actually chat with your customers, but in order to integrate it with Naldoria, you will need a permanent access token.

In the “Getting Started” section, at the top, you will notice a “Temporary access token”, and a message that says “This token will expire in 23 hours”. This can’t be used in Naldoria since if, for example, you want to send the message after 23 hours from NOW pass, the current access token will not work and you will need to log into the Facebook for Developers page again and click on the “Refresh” button in order to create a new token.

Instead of doing that, we need to create a token that never expires.

While logged into your Facebook for Developers account, access the Business Settings Page.

Under the “Users” section in the left sidebar, click on “System users”. You will see a blank page where you need to click on “Add” to add a user:

You will be prompted with Facebook’s Non-discrimination policy which you have to review and accept. Once you scroll through this modal and review the policy, click on “I accept” in the bottom right corner of the pop-up.

On the next screen, you’ll see a “Thank you” message from Facebook, and you only need to click on “Done” in the bottom right to continue creating a new user.

Enter the username and select the role “Admin”. Once you’re done, click on “Create system user”:

You may, again, be prompted with Facebook’s Non-discrimination policy which you have to review and accept.

After you accept the policy again, you’ll see the newly created Admin user. In the right section of the screen, click on the “Add Assets” button.

In the pop-up that appears, click on Apps, then select the App previously created for WhatsApp integration, enable the Full Control (“Manage App”) slider, and click on “Save Changes”.

The next pop-up will inform you that a new asset has been added, and all you need to do is click on “Done”.

After that, in the left sidebar, under “Accounts”, click on “WhatsApp accounts”. Select the previously created business app  and then click on one of the “Add People” buttons:

In the pop-up that appears, select the system user previously created, and then enable the “Full Control” option again and then click “Assign” in the bottom right corner:

You’ll see a prompt that confirms that 1 Person has been added to the WhatsApp account, so just click “Done”.

After that, go back to the “System Users” section in the left sidebar (agree to Facebook’s Non-discrimination policy if prompted again), and click on the “Generate new token” button:

Select the App from the drop-down menu, and scroll down. You will see a few notices, and below them, you’ll see the list of available permissions.

Scroll down and enable these two permissions:

• whatsapp_business_messaging
• whatsapp_business_management

After you select them, click on the “Generate token” button in the lower right corner of this pop-up.

Finally, you’ll see the token that will not expire and that will be active forever, unless you click the “Revoke Token” button.

You can also verify the token scope from the Facebook token debugger tool and check the scope of the token added successfully or not.

** Facebook will not remember this token, so copy it and save it someplace safe. **

WhatsApp Settings in Naldoria

Now that we have a permanent token in Facebook for Developers, we can go back to the WordPress site. Under Naldoria/Notifications click on the “WhatsApp Notifications” tab.

In there, you’ll need to paste the Phone Number ID, Permanent access token, and your WhatsApp Business Account ID.

Once you save the configuration, you’ll be taken to message templates, that are similar to Email and SMS notifications.

The only difference is that WhatsApp templates can’t be configured in Naldoria, but instead, you need to configure them in your Business Settings Page.

In the left sidebar, click on the three lines  and then click on “WhatsApp Manager”:

In the “Overview” section that appears next, click on the three dots on the right of the WhatsApp account you previously created, and then click on “Manage message templates”:

On the next page, you will be able to create new templates that will be used in Naldoria. Simply click on “Create Message Template” in the top right to start.

When creating a template, the category needs to be “Transactional”. Then, you define the name of the template (you can use the same names seen in Naldoria, like “appointment_approved”, “appointment_pending”, and so on) and select the languages that you use in Naldoria. After you configure this, click on “Continue” in the top right corner.

Please note:

• The name of the template needs to be lowercase without spaces. You can try adding them, and Facebook will automatically modify uppercase to lowercase, and replace spaces with an underscore.
• The languages you select in the template need to be included in Naldoria also. The default language is set in Notifications/WhatsApp Notifications when you access settings, but if you added more languages in Naldoria’s General Settings, they will be available as well, so you can add these languages when creating templates in WhatsApp.

Templates in WhatsApp are similar but, again, different from creating templates for Email and SMS notifications.

The main difference is that you need to configure variables (placeholders) in the template, and they can only be numerical. As you can see in the screenshot below, these placeholders are not the same as Naldoria’s (which are enclosed in % symbols), and they are shown as {{1}}, {{2}}, and so on.

An important thing here is to know which variable will be assigned to which placeholder in Naldoria. For example, {{1}} in WhatsApp will be %service_name% in Naldoria.

The Header and the Footer are optional, and the Header can include variables, while the Footer cannot. If you’re adding a Header, select “Text” from the drop-down and type your header as shown in the example below.

Once you create the template, click the “Submit” button in the upper right corner. If you forgot to add the template for another language, you’ll be prompted with a warning, so you can go back and add the template for another language.

Each template you create will be reviewed by WhatsApp, and it usually takes an hour for it to be approved. An approved template will have a green circle next to the language, and a pending template will have a blank circle, as indicated in the screenshot below:

** Once a template is approved, it can no longer be edited. Only rejected templates can be edited. If you need to modify the template once it’s approved, you will need to delete the old one and create a new template.

WhatsApp doesn’t accept line breaks, TAB, and 4 spaces put together, so avoid using them in the template. Line breaks will be replaced with a semi-colon ( ; ). **

Linking variables with Naldoria Placeholders

Back in Naldoria/Notifications/WhatsApp Notifications (once you refresh the page), when you click on the “Template name” drop-down, you will see the list of all templates created in the app (both approved and pending ones):

Select the template you want to associate with the Naldoria template you clicked on (or created) and then you can continue linking the variables to placeholders.

Placeholders for Headers and placeholders for the message body are separate, so {{1}} in the header is not the same as {{1}} in the message body. All variables you added to the message template in WhatsApp will be added below the header and the message body, so you can link them.

First, the {{1}} variable needs to be linked to Category/%service_name% (in this example) in the header:

Then, below that, you can see the message template pulled from WhatsApp, and below the template, you will be able to link the variables with placeholders in Naldoria:

When you’re done linking the variables to placeholders, scroll all the way down and click on the “Save” button in the lower right corner, to save the notification template.

Now, as in all other notifications, you can test the messages. Click on “Send Test WhatsApp Message”, enter the phone number you want the message to arrive to, and select the template you want to test.

The test message that you receive will replace the placeholders just like Email and SMS test notifications do – with test data (John Doe for the customer name, Richard Roe for the employee name, etc).

Enable the Auto-Responder message

Since WhatsApp integration can’t be used to chat with your customers, you can configure the Auto-Responder message, so your customers are aware of this.

Back, in Naldoria/Notifications/WhatsApp Notifications, you need to access Settings in the top right corner. In there, you will see the details you already entered (Phone Number ID, Permanent Access Token, and the WhatsApp Business ID) on the left.

On the right, you’ll see an auto-generated WhatsApp Webhook Verify Token (please note that this token can be changed manually), the WhatsApp Auto-reply message (which you can also modify, and use Naldoria’s placeholders), and the WhatsApp Webhook Callback URL.

First, copy the WhatsApp Webhook Verify Token and go to your Developers Console.

In the left-hand side menu, expand WhatsApp and click on Configuration. On the right, in the Webhook section, on the far right, click on Edit.

This will open a window where you can paste the WhatsApp Webhook Verify Token you previously copied from Naldoria.

Then, go back to Naldoria and copy the WhatsApp Webhook Callback URL and paste it into the first field in Meta for Developers:

Once you paste this data, click on Verify and save.

This will close the modal and refresh the Configuration page.

Now, you need to click the Manage button, next to the Webhook fields.

In there, look for messages in the first column, and then click on Subscribe on the far right, in the same row:

You will see a green message at the top of this window which will let you know that you successfully subscribed to messages.

You can also click on Test in the 3rd column to test this message, and if the test goes through fine, the green message on the top will refresh and tell you that the message was successfully tested.

That completes the configuration of the auto-responder message, so you can click on Done in the bottom right corner, and close the Meta for Developers window.

Now, it’s up to you to edit the auto-responder message in Naldoria, if you haven’t already.

 

Use service duration for booking a time slot

Enable this option if you need to set the time slots on the booking form to be the same as the service duration. For example: let’s say you provide service between 5:30 pm and 9:30 pm and the service lasts 1 hour. If you use this Default Time Slot Step 30 minutes, your clients will see available time slots at 5:30, 6:00, 6:30, etc. If however, someone books 6 pm the preceding half-hour cannot be used (a customer cannot book because the service lasts 1 hour). If you enable the service duration option, however, customers will see 5:30, 6:30, 7:30, and 8:30 as the available times and there will not be a time shown that cannot be booked.

Default Appointment Status

With this setting, you can set the default status for all newly created appointments. If you set “Pending” as a default appointment status,  future appointments will have this status at the time of scheduling and will require manual approval and status change in the plugin’s back-end.

** THE DEFAULT CONDITION IS APPROVED. **

There are two ways you can configure the schedule in Naldoria

1. You can configure general working hours for the whole company in the Working Hours setting on the Settings page.
2. Individually set the working hours and services schedule, and add Days off and Special Days for each employee.

When you access the Employee profile, you will see three tabs related to the schedule – Work Hours, Special Days, and Days Off:

Work Hours – This is where you set custom working hours and breaks for any employee if his working hours and breaks differ from the ones set in the company’s global settings. You can choose different working hours and breaks for any day of the week. If you would like to set the same schedule for the entire week, simply configure Monday’s schedule and then click the “Apply to All Days” button – this way the Monday schedule will be copied to all the other days.

It is also possible to add multiple periods during the day and set a different set of services for each period. This way you can create a flexible service schedule for your employees.

On the right side of each period, you will see an option for selecting the services. You can select one, two, or more services, and those selected services will be provided by your employee just in that period. So, for example, you can set the “Cardio training” service from 10 pm to 12 pm, and the “Yoga class” from 7 pm to 8 pm.

Additionally, it is possible to define multiple locations or separate locations for each employee’s working period as well. In the employee’s details you still need to set a single default location, so, if your employee works on only one location, just define it in the “Details” tab, and you won’t have to set it in the work hours for each period – the default location will be automatically assigned to all periods.

However, if you have one employee working on multiple locations, you can choose one or more locations for each time period that you create. This way, the same employee can be booked for specific services at certain hours at one location, and then provide the same or different services at a different location.

If you add multiple locations in the employee’s Work Hours, once a location is selected when booking, all other locations will be blocked at this time.

Please note: If your locations are physically separated, keep in mind that your employees will need time to get from one location to another, so it may be necessary to add buffer times for your services in order to make it possible for employees to get from one appointment to another.

• Days Off – Similarly with working hours and breaks, you can set custom days off for every employee. Click on the “Add Day Off” button and you’ll see several new options. Enter the day off’s name, a date, or a range of dates, and specify whether you want this day off to repeat yearly. After you click “Add Day Off“, your Day Off will be saved. Depending on whether it is a repeating one or a one-time day off, it will be coloured in orange or red on the list.

Once you’ve set it all, click on the “Save” button and your schedule will be applied for the employee.

You can always modify it by going to the Settings » General page in the WordPress admin area and scroll down to the TimeZone section. Set up the “Timezone”, “Date Format”, “Time Format”, and the “Week Starts On” settings as appropriate for your business. After you click “Save Changes”, the defined settings will be used by Naldoria booking.

Roles Settings are currently divided into two tabs: Employee and Customer based on these two Naldoria user roles.

• Employee tab has the following options:

• • Configure their services – This option allows your employees to choose services they will work on (to assign services to themselves). It is disabled by default, so in this case, employees won’t see the Assigned Services tab in their profile. If you enable the option they will see this tab and will be able to configure their services.

• • Configure their schedule – This option allows your employees to edit their own work hours and breaks. It is disabled by default, in which case employees will only see their profile and be able to edit their personal information. If you enable it, they will see a new tab in their profile dialog that allows them to edit their Work hours.

• • Configure their days off – This option allows your employees to add their days off. It is disabled by default so when you first install the plugin and connect employees with their employee role they will not be able to see the Days off tab on their profile. If you enable this, your employees will see the Days Off tab on their profile and they will be able to add their days off.

• • Configure their special days – This option allows your employees to add their Special days. By default it is disabled so your employees will not see this option, but once you enable it they will see a new tab on their profile and they will be able to add days with special working hours and services on their own.

• • Manage their appointments -This option allows your employees to add and/or edit their own appointments. It is disabled by default, in which case employees will only be able to see their appointments on the Appointments page and Calendar. If you enable it, they will see the “Edit” option beside each appointment and they will also be able to create appointments on the “+ New Appointment” button.

• • Manage their events – This option allows your employees to add and/or edit the events that are assigned to them. It is disabled by default, in which case employees will only be able to see the events on the Appointments page and on the Calendar page. If you enable it, they will see the “Edit” option beside each event and the “Attendees” option, so they can see the list of attendees that have booked the event.

• • Enable Employee panel – This option allows you to add the employee panel to your front-end pages where employees will be able to login and see and manage their appointments and events, or their profile. When you enable this option you will see an additional option: Employee Panel Page URL where you should add the URL of the page where you added the Naldoria employee panel shortcode. 

• Customer tab has the following options:

• • Check customer’s name for existing email when booking  – This option allows you to choose whether you want to check the customer’s name for the provided email or not. By default, this option is enabled and your customers won’t be able to use the same email for booking with different first and last name. If you don’t want this, disable the option and your existing customers will be able to enter different information when they are booking with the same email.

• • Automatically create Naldoria Customer user  – If this option is enabled every time a new customer makes an appointment they will automatically get a WordPress user with the Naldoria Customer user role and email with login details from WP, and that WP user would be connected to the customer created in Naldoria. If someone is already a WordPress user, and they book an appointment for the first time in Naldoria while logged in to WP, the customer created in Naldoria will be connected to that WP user and they will get the Naldoria Customer role in WP (there are plugins for managing multiple roles in WordPress, such as User role editor). This way they will have the same login info for the Naldoria customer panel and WordPress.

• • Allow customers to reschedule their own appointments – This option allows you to choose if you want to allow your customers to reschedule their single appointments. By default, this option is disabled but once you enable it your customers will be able to reschedule their single appointments by drag and drop or Edit option in their Calendar. However, they cannot reschedule group appointments since this appointment is scheduled by several different customers.

• • Enable Customer panel – This option allows you to add the customer panel to your front-end pages where customers will be able to log in and see and manage their appointments or their profile. They will be able to cancel their appointments by default or reschedule them if you enable this option in the Roles settings. When you enable this option you will see four additional options below: Require password for login, Allow customers to delete their profile, Allow customers to cancel packages, and Customer Panel Page URL.

• • Limit appointments per customer – By enabling this option, you can limit how many appointments a customer can book within a specific time frame and period.
    • Configuring this will apply to all services, but you can configure limitations per service, by adjusting the limits through the Service settings

• • Limit package purchases per customer – By enabling this option, you can limit how many packages a customer can book within a specific time frame and period.
    • Configuring this will apply to all packages, but you can configure limitations per package, by adjusting the limits through the Package settings.

• • Limit events per customer – By enabling this option, you can limit how many events a customer can book within a specific time frame and period.
    • Unlike Services and Packages, configuring limitations per customer, per individual events is not currently possible, so the limitations you configure through Roles settings will apply to all events.

Please note that the customer’s email will be checked for applying the limit, so in order to use this feature, the customer’s email needs to be a mandatory field in the front-end booking form.

• • • Number of appointments/packages/events – This defines the number of appointments/packages/events the customer will be able to book when the limit is enabled.

• • • Time frame – You can define the limitation per hour, day, week, month, or year.

• • • Period – The period of the previously selected time frame when the limitation will apply.

• • • Time period is calculated from – There are two options when the logic will apply:

• • • • Booking date and time – Selecting this option will set the limit based on the date when the booking is created, regardless of the appointment/event’s date and time.

• • • • Appointment date and time/Event start date and time – Selecting this option will set the limit based on the appointment scheduled date/event’s start date and time.

Example:

Limiting the customer bookings as shown in the screenshot above will allow a single customer to book 2 appointments within a period of 1 day. The limitation will apply 24 hours from the time the customer booked the appointment.

• Since limiting the number of appointments/packages/events per customer checks the customer’s email address, the customers will be able to select the time slot and get to the Your Information step, where they enter their details. That’s when Naldoria checks the email and applies the limitation, so the customers will only see one of the three error messages:
  • “Time slot is unavailable” (for appointment bookings)
  • “Booking is unavailable” (for package bookings)
  • “Event booking is unavailable” (for event bookings)

• • • This is done on purpose since the use cases can vary. Some businesses don’t want the customers to know that the number of appointments/packages/events they can book is limited, so having a simple notice like the one above should suffice.
    • If you want your customers to know that the number of appointments/packages/events they can book is limited, you can add a simple text block above the form, explaining how the limitation works, so they either don’t try to book the time slots in the defined time period, or they understand why there’s an “unavailable” message in the form.

• Admin tab has the following options:

• • Allow admin to book appointment at any time – This option allows you to choose if you want to allow the admin of the website to schedule appointments in the back-end at any time they want – without any restrictions regarding employees’ work hours, days off or special days. By default, this option is disabled but once you enable it the admin would be able to schedule appointments at any time.

After you add a field you will see these options:

1. Ordering – Use this option to reorder your custom fields – the order you set here will be the order customers will see on the booking form.
2. Label – Use this option to enter the name of your field. The name can be in form of a question, an additional option, or whatever you need.
3. Services – If you have multiple services and you require additional information for one or more of them, you can set it here. The Services option allows you to choose the services for which this field will be displayed. If you want to show this custom field for all services just choose the “All services” option from the dropdown.
4. Events – If you have multiple events you will have the option to choose for which of them this custom field will be shown. If you want to show this custom field for all events just choose the “All Events” option from the dropdown.
5. Required – Here you can set whether the field will be required or not. By default, when you add a field this option is enabled, but you can toggle the check-box to make the field optional.
6. Delete – Next to each field, there is a “trash can” icon, so you can delete the field with one click. These icons are also located beside each option you add for the selectbox, checkbox, and radio button fields.
7. Translate – If you’re using Naldoria in multiple languages, you’ll be able to configure the translation for each language you’ve added to Naldoria’s General Settings.
8. Add Option – This option is visible for the selectbox, checkbox, and radio button fields, and enables you to add as many options as you need for each of these fields.
9. Send custom fields info for each customer separately – This option is located above all custom fields, so you can choose in which manner the info from custom fields will be sent if you have group appointments. If you check this checkbox, every new customer in a group appointment will be sent separately in the email notification sent to the employee. If unchecked, your employee will receive info about all customers in one notification, and each time new customer books that appointment, the info will be appended and the employee will receive more data.

Once you’ve finished setting up the custom fields, refresh your booking form and the fields will become visible to you and your customers.

• By opening the Edit Appointment dialog. When you open the Edit Appointment dialog you will see a new “Custom fields” tab. There you can see the additional information from your customers, and you can also edit it if the customers send you some changes, for example.

• By opening the Attendees list on the Events page. Once you go to the Events page, open the attendees’ list, click on one of the attendees and you will see an option “Edit attendee”, click on it, and attendees details together with the custom fields will appear.

If at a later time you want to change some field or delete it, don’t worry. The customers’ information collected before the change will stay in the scheduled appointments, and the change will only affect new appointments.

 

Please note: New services and events will not be added automatically to the custom fields if the custom field is set to show on all services and/or events. When a new service or an event is added, the custom field will need to be edited in order to be applied to the new service and/or event.

How to set deposit payments for Services

Each service can have a separate deposit amount set for payment during the booking. To set this, click to edit the existing service or click “+Add Service” to add a new one, then set a service price and you will see an option to enable the deposit payment below.

Allow booking above maximum capacity

This option is only for Services with “Pending” as a default status (for the Approved ones booking above maximum capacity is not possible). By default, this option is enabled, which means that your customers will have the ability to book the same appointment with Pending status endlessly, even though the maximum capacity for this appointment is full. As soon as the appointment is Approved in the back-end, the time slot will close. Once you disable this option, your customers will be able to book an appointment with Pending status until it reaches the maximum capacity, but once the maximum capacity is full the time slot will become unavailable and the appointment will be closed for booking.

Allow booking below minimum capacity

This option allows you to choose whether you will allow bookings below minimum capacity. By default, booking below minimum capacity is enabled which means that your customers will be able to schedule the appointment below minimum capacity, but that appointment will get Pending status because of it. If you disable it and set, for example, 3 as minimum capacity, your customer will automatically see 2 persons selected in the “Bringing anyone with you” option during the booking, and he will not be able to schedule the appointment without these two 2 persons.

Understanding appointments

There are two different types of appointments each of which is based on the maximum capacity of the service that is delivered. An appointment is considered as a “Single” appointment if the maximum capacity of the service is 1. If the maximum capacity is higher than 1, the appointment is considered as “Group”. There are two types of group appointments:

• Group appointments where all customers are separate (usually the case when they don’t know one another).
• Group appointments where one customer defines a number of persons that are coming with him or her.

The main difference between these two is that in the first one every person appears in the appointment separately, with all details defined, such as name, email, appointment status, payment details, etc.; this means that any person can cancel his/her participation in the appointment separately.

The situation with the second type of group appointments is that only the person who has scheduled the appointment has a name, email, appointment status, and payment details. The others are seen as +1.. +10 “addition”. So if one of them decides to cancel his or her participation in the appointment, there are two options: either they will cancel for all, or you need to reduce the number of persons in the “Edit Appointment” dialog.

Each appointment can be made through one of three booking forms in the regular process or through the WooCommerce checkout if you want to use some other payment method, connect WooCommerce invoices, or include taxes.

Appointment statuses

Statuses are the appointment state indicator, that indicates whether the arrangement is approved, pending, cancelled by customers, or rejected by the employees.

Currently, there are 4 statuses:

In the plugin General Settings, you can set for all your appointments to have an Approved or a Pending status by default. If you choose Approved, all appointments will be automatically confirmed to the customer immediately after the scheduling.

If you choose Pending, you will need to manually approve all appointments after they are scheduled. The appointments can be approved by the administrator and by the manager, and if you enable notification for this action, both employee and customer will get informed about this action.

Cancel status allows your customers to cancel the appointments through the back-end of the plugin. Once they log in, on the Appointments list they will see the Cancel button beside each future appointment. After they cancel the appointment on your list will get display Cancelled. If cancel notifications are enabled your employee will also be informed.

Last but not least, Rejected status allows Admin, Manager, and Employee users  the option to Reject Approved or Pending appointments. You can also set a notification for this action, so once the appointment is rejected, both customer and employee will receive an email notification.

You have two possibilities for changing appointment statuses: you can change it directly through the appointments page, or you can open the appointments dialog and change the status. For the first option, on the appointments list, click on the appointment status drop-down and change the status. For the second option, click the edit button beside the appointment, the Appointment dialog will open. Click on the status button, and you will see a drop-down where you will be able to choose a new status. The main difference between these two is that in group bookings, by clicking on the first option you are changing the appointment status for all members of the appointment, while the second option allows you to change the status for each member separately.

On the appointments page, you will see a status filter so at any point you can filter your list to see appointments with one specific status.

“New Appointment” dialog is divided into two tabs:

• “Schedule”: Use this field that you must populate pane to create a new appointment. “Customer(s)”, “Service”, “Employee”, “Date”, and “Time” are mandatory and you need to populate these fields to schedule a new appointment. There is no specific order in selecting “Customer(s)”, “Service” and “Employee”, but before you can choose the appointment date, you have to populate these three fields. After selecting the date, you will be able to select the time of the appointment:

• “Customer(s)”: Here you need to select the customer(s) to whom the service will be provided. If the customer is not an existing customer, click the “Create New” button. The “New Customer” dialog will open and you’ll be prompted to add basic details, such as the customer’s first name, last name, email address. Creating a new customer is described in greater detail in the “Managing single Customer” chapter. The newly created customer will be added to the appointment. Each selected customer represents a single customer booking. After selecting the customer(s) you will be able to configure the number of persons for each customer booking. This can be useful when one customer wishes to book an appointment for several people. This is possible if services allow you to have more than one customer at the same time. It is also possible to change the booking status of each customer booking separately.

• “Service”: Select the service that will be delivered to a customer(s). Once you select the service, it will narrow down to the employee and location options. You will only be able to select employees that are assigned to provide the selected service and the locations where this service is offered.

• “Employee”: Find and select the employee that you want to provide the appointment. Selecting an employee will narrow down to the service and location options, so you will only be able to select the services that the chosen employee provides and to the work location of the employee.

• “Apply Coupon”: If you wish, you can add a coupon here in order to reduce the appointment price. Find and select the coupon that you want to apply for the appointment. Only coupons that are created for the chosen service will be available in the list. You can read more about creating coupons on the Finances & Coupons page.

• “Date”: Select an available appointment date from the date picker. Dates won’t be available until you choose the customer(s), service, and employee. Once you have selected the appointment date, you will be offered available time slots in the “Time” drop-down.

• “Time”: Choose the time of the appointment from the available time slots.

• “Service Category”: While this field is not required it will make it easier for you to select the service by filtering the services of the chosen category.

• “Notify the customer(s)”: When this option is checked, a notification that contains the summary information for the booked appointment will be sent after you save this appointment. To configure this option, view the “Notify the customer(s) by default” setting in the “Notification Settings”.

• “Note (internal)”: Here you can write a quick note to pay attention to customer(s) particular needs. This note is internal and is not visible to the customer(s).

• “Extras”: After selecting “Customer(s)”, “Employee” and “Service” navigate to the “Extras” tab to add the additional service extra. You can configure the extra for each customer booking. Check the extra item that you want to add to the appointment and choose the quantity of the extra item. If an extra item is chargeable the price of the extra will be multiplied by the number of persons in the customer booking. If the extra item increases the appointment duration it is recommended to select an extra item before you select the appointment time because selecting extra within a duration can decrease the number of available time slots.

Editing a single appointment

It often happens, that you need to make changes to an existing appointment. Maybe the customer needs to reschedule their appointment, or maybe an employee is unexpectedly out of the office. To edit an existing appointment, simply click on the “Edit” button to the right of the appointment you want to change.

Clicking on the “Edit” button will open the “Edit Appointment” dialog where you can change any appointment parameters. The difference between the “Edit Appointment” and “New Appointment” dialogs is that the “Edit Appointment” dialog has the “Payments” tab where you can see and change payment information.

In the “Edit Appointment” dialog you have the option to reschedule the appointment, change customer booking status, change the employee, change the service… If you are changing the date, you may see that a selected employee is not available for the newly selected date, or that the selected time slot is busy. If this occurs, simply select a different employee or choose a different time slot.

You can choose whether or not to send the customer(s) an email notification of the change, notification by checking/unchecking the “Notify the customer(s)” checkbox.

Once you’re finished, click the “Save” button in the dialog footer to save your changes.

To delete an appointment from the “Edit Appointment” dialog, simply click on the “Trash” icon button and click “Delete” to confirm.

You can also duplicate the appointment by clicking on the “Copy” icon button. It will open a “New Appointment” dialog with the same information as the duplicated appointment. You’ll have to pick an available date and available time slot for the new appointment. Duplicating an appointment might be helpful when you are in a meeting with a customer, and he/she wants a follow-up appointment for the same service and employee.

List of Appointments

The “Appointment” page shows all the information about individual appointments. To specify the number of records that are to be displayed, select the required number in the “Default items per page” in the “General Settings”.

With the search input, you can search for appointments by customer’s name, employee’s name, or service’s name.

Your appointments can be exported as a CSV for reporting. At the top right of the “Appointments” page, next to the search input, tap the “Export” icon button. Clicking on the “Export” icon button opens a dialog that allows you to choose the delimiter used for CSV and select the columns you’d like to export. When you are ready tap on the “Export” button in the dialog to download the CSV file.

With filters that appear at the top of the page, you can narrow down appointments by common characteristics such as date, employees, customer, services, or status. The date filter is predefined by the period of seven days starting from the current date.

The appointments table is grouped by date and provides information about the appointments such as time, a customer(s), employee, service, duration, payment, and status. You can expand an appointment (row) by clicking on it. An expanded record shows the information about the customer’s phone customer’s email. You can use the “Status” drop-down to change the status of all customer bookings at the time. Click the “Edit” button to open the “Edit Appointment” dialog for the chosen appointment.

 

You can delete multiple appointments at the same time by checking the appointments you want to delete. The dialog box will appear in the table footer when you check at least one appointment you want to delete. Once you are certain you want to delete the records click the “Trash” icon and then the “Delete” button.

Creating Recurring Service

In order to enable recurring booking for one certain service, you will need to set a couple of new options in the Service modal. Go to the Service page, click “Add Service” or edit the existing one, and in the Service Details tab you will see the “Set recurring appointment” option. By default “Disabled” is chosen in the select box. Besides “Disabled” you will have four more options:

• “All” – this option allows your customers to choose one of all recurring options: daily, weekly, and monthly.
• “Daily” – if you select this option customers will only have the option to set up a daily appointment recurrence. Customers can choose whether the appointment will repeat every day, every 2 days, every 3 days, etc., and also choose the date until the appointment will repeat or to choose the number of repeating’s.

Please note: Unavailable dates set in employee’s working hours will be disabled and customer will be able to choose only repeating for days when the service is provided.

• “Monthly” – if you select monthly repeating customers will be able to set monthly recurrence. Customers will have similar options as for the other recurrence types, the only difference here is that customers will be able to choose whether the appointment will repeat on the same specific date or on the same day in the first second, third, fourth, or last week.

Once the Recurring option is enabled two new options will appear:

• “Handle unavailable recurring dates” – where you can choose the action that will be done if one of the dates is unavailable. You have three options here:
  • “Recommend the closest date after” – in the case when the date is unavailable the plugin will recommend the closest date after that date.
  • “Recommend the closest date before” – same as the above just the plugin will recommend the closest date before.
  • “Recommend the closest date before or after” – the plugin will recommend the closest date before or after that date.

Please note: If the same date has available time slots before or after the chosen time slot the plugin will recommend the closest time slot at the same date no matter which option you have chosen here.

• “Handle recurring appointment payments” with two options:
  • “Customers will have to pay only for the first appointment” – where price calculation will be shown for all appointments but the customer will need to pay only for the first one.
  • “Customers will have to pay for all appointments at once” – where customers will need to pay for all recurring appointments at once.

In the picture above the default set of options is shown.

• “Daily” – with this option customers will be able to set daily recurrence (every day, 2 days, 3 days, 4 days, etc.)
• “Weekly” – with this option customers will be able to set weekly recurrence (every week, 2 weeks, 3 weeks, 4 weeks, etc.) and to choose several days in the week when the appointment will repeat.

Setting up a recurring list in the notifications

In order to send the list of recurring appointments in your notifications, you need to copy and paste the %recurring_appointments_details% placeholder to the notifications. Once you do that go to the Settings page, open Appointments Settings, and you will see the option “Recurring placeholders”. By default in this field, you will have just %appointment_date_time% placeholder which means that the list of recurring appointments will be sent just with the date and time of each appointment. If you want some additional data to be sent in the list, all you need to do is to copy the placeholders from the notification page here and the list of recurring appointments will be sent with those data.

Booking the recurring appointments

Once you set up everything above your service will now get an option for customers to schedule recurring bookings. Once a customer chooses the service and proceeds to the calendar with available dates the recurring option will be available.

The customer needs to choose the date and time slot and then enable the “Repeat this appointment” option before he clicks “Continue”.

If the “Repeat this appointment” option is enabled the customer will see another step in the booking form to set up recurrence (this step is shown above in the part where service settings are explained for each type of recurrence).

After the customer chooses recurrence and proceed to the next step the list of recurring appointments will be shown with an option to edit or delete each of the recurring appointment.

If some appointment isn’t available the adjusted time will be set and the whole appointment will be marked so the customer can know if he wants to change it or delete it.

Using coupons with recurring appointments

Using coupons for recurring appointments will be possible based on the settings that you set on the coupon side. If you set a large coupon limit and don’t set a limit for each customer, your customers will be able to use coupons for all recurring appointments no matter if they are paying just the first one or all of them. However, if you set a limit and the customer during the booking reaches that limit a message that a coupon limit is reached will be shown with a notice about the number of appointments on which the coupon has been applied.

 

Configuring the Custom Duration of Services

When creating a new service, or editing an existing one, navigate to the “Duration & Pricing” tab in the top menu of the service. In there, you can define the default duration and price of the service. In order to enable the Custom Duration, you need to enable the “Custom Duration and Pricing” slider below the “Capacity” fields:

Once this is enabled, you’ll be able to configure the custom duration and the custom prices for the Service. Like all time periods in Naldoria (service duration, employee work hours, breaks, buffer times), the offered duration depends on the Default Time Slot step, configured in Naldoria’s General Settings.

In the example below, the Default Time Slot step is set to “30 minutes”.

Creating your first package

To create your first package you will need to set up two things first:

• Create services that you will offer – packages are created from existing services, so you will not be able to create a package unless you’ve created at least one service.
• Create employees and connect them with services – our plugin needs at least one service and one employee created and connected so it can work properly, and the same goes for the packages as well.

Now when you are done with creating service and employee, we can start with creating the package.

To access the Packages page, open the Services page, and you will see the Packages tab. Click on it and your Packages page will be shown.

Click on the “+ Add Package” button and you will see new options for creating the package that will be separated into five tabs:

Package Details is the first tab that consists of several options:

1. 1. Picture – you can upload a picture that will be shown for your package on the front-end booking forms,
   2. Colour – here you can choose a colour of your package that will differentiate this package from other ones on the front-end booking form as well as on the back-end Packages page.
   3. Name – this is the only mandatory field on this tab because a package cannot exist without a name. Give your package a name that will be shown during the booking but also later on the Customer’s front-end panel and the admin’s backend. Besides the name, you will see the “Translate” option so you can translate the package name into multiple languages and use it on the multilingual website.
   4. Duration – here you can choose whether your package will have an unlimited or limited duration. You can choose to limit package duration for X number of days, weeks, or months, and you can also set a specific date as the date of expiration.
   5. Description – here you can set a description for your package that will be shown during the booking to give more details to your customers. Same as the name of the package, you can translate the description since it will be shown on your website if you plan to create a website in multiple languages.
   6. Limit package purchases per customer – By enabling this option, you can limit how many packages a customer can book within a specific time frame and period for this particular Package. For detailed instructions about this feature, please check out the Roles Settings.

Example:

Limiting the customer bookings as shown in the screenshot above will allow a single customer to book 2 packages in a period of 6 hours.

The Services tab is the place where you will actually configure your package. In the dropdown, select service/s that you want to add to the package, and new options for those services will appear:

1. If you add more than one service to a package, the “Total Number of Appointments” option will show up.
   1. If this option is disabled, you will be able to configure the total number of appointments per service. Example: Each service will have its own number of appointments (service 1 will provide 2 appointments within a package, service 2 will provide 3 appointments within a package, and so on).
   2. When enabled, you will configure the total number of appointments per package. Example: You will not be able to set the number of appointments per each service, but instead define the number of appointments within a package, so if you set it to 5 and you have 5 services in the package, your customers will be able to book 1 appointment for each service, or 5 appointments for one service, or 2 appointments for 1 service and 3 appointments for another service, and so on.
2. The service picture, price, and name will be pulled from the Services page and those cannot be changed here.
3. “Number of appointments” is the option that you can use to set the number of appointments that will be included in this package for the chosen service. For example, if you have a Yoga class and you want to create a package of 12 yoga classes that will last 30 days, you will choose just one service in the dropdown and choose 12 in the “Number of Appointments” option. You can, of course, choose multiple different services and set this number of appointments for each. Please note that this option is automatically disabled if you enable the “Total Number of Appointments” option.
4. “Minimum bookings required” is the option where you set the required number of appointments for the chosen service that the customer needs to book in order to be able to book the package. You can set 0 if you don’t want to restrict customers and as a maximum number here you can set the number chosen in the “Number of appointments” option.
5. “Maximum bookings required” is the option where you set the maximum number required for booking. It is added here to allow you to have one more option – to allow customers to purchase a package without any booking. This is possible if you set 0 as both, minimum and maximum required bookings, in that case after the customer chooses a package our plugin will automatically redirect the customer to the info and payment step, skipping the calendar.
6. “Employees” – this option allows you to choose which employees assigned to the service will provide the service in the package. This gives you flexibility because if you use both services and packages you don’t need to have all employees assigned to the service assigned in the package as well. If you don’t check any employees, our plugin will connect the package with all employees assigned to the service.
7. “Locations” – same as for the Employees option here you can choose locations that will be included in the package for a service. If you don’t check any location our plugin will connect the package with all locations assigned to the service.

Editing a package with the “Total Number of Appointments” turned off:

Editing a package with the “Total Number of Appointments” turned on:

Please note: If you want to sell a package without any required booking in the Service tab for all selected services just set “Minimum booking required” and “Maximum booking required” to be both 0 and the customer will be able to purchase a package without choosing a date or time slot.

 

Please note: At the moment, coupons can’t be assigned to packages, only Services, and Events, but you can set a custom price for each Package.

The Gallery tab is here so you can upload pictures for your package that will be shown if you use the Catalog booking form. Click on the + and upload a picture, and you will see it right away. If you upload multiple pictures you can use the burger icon and drag and drop pictures to reorder them – the order that you set here will be used for order on the Catalog booking form.

The Settings tab on the Packages is there so you can choose which payment method/s will be used for purchasing a package. You can choose one or multiple payment methods and if you want to use just WooCommerce checkout then first go to the Payments Settings on the Settings page and enable WooCommerce payment and you will see it here.

Once you finish with setting everything click “Save” to save your package and it will be shown on the packages page. On the packages page, you will be able to see each package with basic details: package name, ID, number of services included, and price. Besides this, you can drag and drop each package to set the order in which they will be shown on the booking forms or you can choose one of four options in the “Sort Packages” option: Name Ascending, Name Descending, Price Ascending, and Price Descending.

Working with Packages of Appointments

Once you’ve created packages you will be able to choose how you will show them to the customers. You can choose one of three existing booking forms, Step-by-Step Booking form, Catalog booking form, and Search booking form.

In each of these three booking forms once you go to the page to add a shortcode you will see an option to choose whether you will show packages and services together or only one of them.

Go to the Pages, click “Add New” to add a new page click on the Naldoria icon to open a popup and you will see the option “Show All”.

By default show “Show All” is chosen in this dropdown which means that your customers will see packages and services together on the booking form and will be able to choose whether they will book just a service or a package with that service. If you don’t want this, just select “Packages” in this dropdown, and on the booking form, only packages will be shown.

Once you’ve done that don’t forget to publish a page with a booking form so your customers can see it.

If you want to use packages together with services you should know that they will be shown differently on each booking form:

If you choose the Search booking form your packages will be shown on the top of the Searched results.

If you choose Catalog as a booking form packages will be shown in each Category in which services that are part of that package belong.

If you choose the Step-by-Step Booking form packages will be shown once the customer chooses a service like a suggestion that the package has that service in it.

Things that you can do with packages:

• You can create a package of one service with multiple appointments in it and give a discount for purchasing a bundle that will be visible to the customers.
• You can create a package of several different services to attract customers to purchase some other services together with the most purchased service.
• You can give customers the option to purchase only a package without booking any appointments during the first purchase. They can book all services later from their customer’s panel.

Packages on the Front-end Customers Panel

When you are creating packages for each service inside the package you will have the option to set Minimum Bookings Required and Maximum Bookings Required that customers will need to book during the first booking process. If you set 0 for both options customer will be able to just purchase a package without any booking and in this case, as well as in each case when you set Minimum Bookings Required below the total number of added appointments in the package, the customer will be able to finish the rest of the bookings on the front-end customers panel.

Once a customer enters the front-end panel on the appointments page he will be able to see the purchased packages on the top and the list of the booked appointments below. Each package will have info about the expiration date and the number of appointments left for booking.

Click on the arrow on the right side of the package and more information about that specific package will show with the option to book the rest of the appointments.

If your package consists of multiple different services, on this page each service will be separated in the new tab where you will be able to see the total number of appointments for this service in a package, the rest of the appointments that left to be booked and each time when customer books another appointment that appointment will be shown on the list below.

Please note: If you set time duration for a package, that time will calculate from the moment when the package is purchased. Once the time expires the customer will not be able to book the rest of the appointments and the package will be removed from the front-end customer panel.

Managing packages on the back-end pages

Packages are made from services and that means that all appointments scheduled from the package will be shown the same as original appointments on the appointments page. However, there are few new things here:

1. On the Appointments page the price for the appointment will not be shown since the customer paid the price for the whole package and that price cannot be divided into the appointments. That is why you will see the type of payment together with a package icon.

The only exception when the price will be shown is when there is a group appointment with customers that booked just one appointment and other customers that booked an appointment from the package. In that case here will be shown the type of payment, the price for the single original appointment, and the package icon.

2. When you open Edit Appointment and then the Payment tab you will also see the total package price. Also in the Payment details on the Finance page, the calculation will be shown for the whole package.

3. On the Dashboard page appointments from the package will be counted regularly like original appointments for Approved Appointments and Percentage of Load but Revenue will count the total amount of purchased packages on the date when those packages are purchased. As for the tables below, you will have totally new table for packages beside employees and services tabs.

Managing a single Employee

Let’s begin with creating the first employee. Go to the “Employees” page on the back-end, click on the “Add Employee” button or the “+” button on the bottom right side of the page, and the “New Employee” dialogue will appear. We will now go through the options:

To enable the Panel go to the Settings page and open Roles Settings. On the first Employees tab, you will see the “Enable Employee Panel” option.

By default, employees can see their own appointments and events on the front-end employee panel. In our Roles Settings you can define more options that employees will have:

• Configure their services – this option allows employees to assign services and set their own capacity and price for each service.
• Configure their schedule – this option allows employees to set their working hours and specific schedule for each service and location.
• Configure their days off – this option allows employees to set their days offs.
• Configure their special days – this option allows employees to create days when they will have some other specific working schedule than it is set in working hours for each week.
• Manage their appointments – this option allows employees to add new appointments or edit existing ones assigned to them.
• Manage their events – this option allows employees to add new events or edit the existing ones assigned to them.

One note: Option to go to the employee’s profile or to log out you will find once you click on the arrow beside the employee’s email address in the header (take a look at the picture below).

Set employee’s password for the front-end panel

To be able to enter the panel employees will have to enter their own email and password. Both, the email address and the password admin sets in the employee’s profile on the back-end. To set this, open the Employees page, click to add an employee or edit an existing one, enter the email address and add a password in the field “Employee Panel Password”. Once you click Save to save the employee’s profile an email with a password and link to the employee panel will be sent to the employee.

Don’t worry, the employee will also have an option to change the password that the admin sets on the back-end once logged in to the panel. Option for changing the password you will find in the bottom left corner of the details tab on the Employee’s profile.

To set the template of this email go to the notifications page, choose the “To employee” tab, and on the bottom, in Other Notifications, you will see “Employee Panel access”.  Click on this and the template will appear so you can edit it. By default, this notification will be enabled which means that each employee will receive a notification once you add a password to their profile.

The Time Zone Option

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

 

Require password for login

This option enables you to choose whether you will require the classic login to the Panel, or you will allow accessing the Panel solely via a link from the notifications.

By default, this option is enabled; this means that customers will need to log in with an email and password to access their appointments on the Panel.

If you disable this option – the customer will be able to follow the URL with a unique token in the email notifications without entering their username and password.

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 Naldoria does 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”.

Once you enter the profile, in the bottom left corner you will see an option to “Delete Profile”.

Please note: Allowing customers to delete their profile will not delete existing appointments.
Allow this option to be GDPL Compliant.

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.

Don’t forget that in General Settings, you can set up the minimum time required before cancelling/rescheduling.

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.