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account for client

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Posted (edited)

Hi 

Could please give me some advise on creating accounts clients.

I know the client uses the confirmation email to create an account but I have had a few issues that client can't see the up coming appointments and how many session they have left in  a package. How to I get the session and appointments to reflect in there accounts? 

 

Thank you 

Edited by Juliap
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Posted

If your using the scheduler code block, there is a link to "Login" in the upper right corner.  Depending on the setup some look different but one of my clients have a "Check Code Balance" link on the bottom of the block or they should be able to see that when logged in.  Also if they forgot their password they can reset it on the login pop up.  But remind the customers to use the same email address each time.

Hope that helps!

Tiffany Doner

Website Designer at https://yourwebsitefixer.com/
View my portfolio 

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