Step 9: Creating a Customer Portal

Checklist:

Copy the shortcode below.
Paste the shortcode on a page you already have or create a new page. Copy the URL of the customer portal and put it in your emails to your customers.
If you don't want to set up a customer portal right now, no problem. You can schedule the dates for a package your customer purchased for them by going to Services -> Packages and click on the Purchased Packages button.

Note: Video interface may look a little different than this tutorial interface.

1. Copy and paste one of the shortcodes below:

2. Choose one of your current pages or create a new page to paste the shortcode on:

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3. Put the Customer Portal URL in your settings

Click "Roles Settings" below and then the "Customer" tab and paste the URL of the page with your customer portal in the space that says, "Customer Panel Page URL".

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3. Update Your Emails to Send Customer to Your Customer Portal Page

Click through the emails below and either add the URL for the customer portal page or use the customer portal placeholder.

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All Steps

Step 1: Important Basic Scheduling Settings

Step 2: Your Profile & Availability

Step 3: Your Classes or Services

Step 4: Selling Packages

Step 5: Add Scheduling to Your Site

Step 6: Changing the Appearance

Step 7: Email Sending

Step 8: Notification Emails

Step 9: Creating a Customer Portal