Documentation

Settings -> Front Panels -> Customer Panel

Information about setting up a customer account. The system allows your customers to create their own account that shows an overview of bookings. There are several ways to create an account for the customer.

Link to the customer's "Login": https://bookingtjeneste.no/logg-inn-kunde/

Link to the customer's "Registration Form": https://bookingtjeneste.no/registrering-kunde/

Link to the customer's "Forgot password": https://bookingtjeneste.no/glemt-passord/

Method 1 – Customer account creation

When a customer places a booking/order with you, the system automatically creates an account for the customer. The customer can therefore log in to the customer panel at any time. You may have to inform the customer that an account is being created, but this is your choice. Account information such as username and password can be sent to the customer automatically via a workflow.

Setting up a workflow to send account information to a customer

1. Go to "Workflow" in the main menu.

2. Click the blue button at the top right, "Create new workflow."

3. Fill in all fields.

– Workflow name: Choose a random name that lets you know what this workflow does (only you will see this name).

– When this happens: Select the option called “New customer created”.

– Do this: Select either the “Send SMS message” or “Send email” option.

– Click on “Create”.

4. Let's say you chose email. (SMS setup is almost the same, but only in plain text). 

Click "Change" under "Do this." 

5. In the "To" field, select "Customer's email" (check mark).

6. Subject: Write, for example, "Customer panel".

7. Content: This is where you write the email. To provide the customer with information about their username and password, use the button labeled "Keywords." Select "Customer Email" and select "Customer Password." When this is listed in the email, the customer's information will be displayed correctly when the email is sent. 

PS: We have created a ready-made template for emails. Click on the button “Find a ready-made template”. In here you can find the template called “Customer Panel”. Click on the button called “Copy template”. Then go back to the email you are writing and click on the button called “ ». Remove all text here and paste the code you just copied. Remember to click "Save".

Done! When making a booking, the customer will now receive an email providing information about their username and password. 

Method 2 – Customer account creation

A customer can create their own customer account by registering on this website.

https://bookingtjeneste.no/registrering-kunde/

Method 3 – Customer Account Creation

A customer account can be created by you under your control panel.

1. Click on "Customers" in the main menu.

2. Click the "Add customer" button.

3. Fill in all the information about the customer. Remember to click the button called "Allowed to log in" and fill in a password for the customer.

4. Click "Save".

Done. The account has been created for the customer. Remember to provide the customer with a username and password.

What can the customer do on the customer panel?

Through the customer panel, your customers can easily manage their appointments and profiles. They can create a profile, change profile information, rebook, cancel or delete appointments. As an administrator, you can choose which functions your customers should have access to in the customer panel. You can also decide whether an email with login information should be sent to the customer when they make a booking, since they automatically receive a customer profile. You can edit or remove this email under workflow in the menu.

Choice for customer

Under Settings – The front panel – Customer panel you can choose what your customers can do in their panel. You decide which features should be enabled. Some of the options include:

• Time limit for changing appointments: You can set a time limit for how long before the appointment customers can change it, for example 12 hours before the appointment.

• Allow customers to change agreement status: Customers can change the status of the agreement, for example to “Cancelled”.

• Allow customers to reschedule appointments: Customers can change the time of an appointment within the statuses you have set.

• Hide or show the “Pay now” button: You can choose whether the customer should have the option to pay directly from the customer panel or not.

These features give you full control over how your customers use the customer dashboard and provide a flexible solution for managing appointments.