Give customers a My bookings page

When you need it

• Customers keep emailing to ask when their appointment is.
• You want people to move or cancel themselves, inside your rules.

Before you start

• Check your booking set-up’s rules for moving and cancelling first: those rules are what the page obeys. See Make a booking set-up.
• Make sure your website can send email reliably, because the sign-in code arrives that way.

Step by step

1. 1

   Open CaliDiary → Settings → Sign-in and security and find My bookings page.

   [Screenshot to come] It will show: The “My bookings page” card with the “Put it on a new website page” button and the choice of how long customers stay signed in.

2. 2

   Press Put it on a new website page. CaliDiary makes the page for you. If you would rather choose where it goes, add the CaliDiary My bookings block, the Elementor widget or the shortcode to a page of your own.

3. 3

   Choose how long customers stay signed in, then press Save.

4. 4

   Try it yourself: open the page, type an email address that has a booking, and sign in with the 6-digit code that arrives.

   [Screenshot to come] It will show: The signed-in customer view listing one upcoming booking with Move and Cancel buttons, and a past booking with Book again.

5. 5

   Add a link to the page in your menu, and to your confirmation email, so customers can find it without asking.

Tips

• There is no password. A fresh code is emailed each time, so there is nothing for a customer to forget or for anyone to steal and reuse.
• Customers see only their own bookings, and only the ones belonging to the email address they proved they can read.
• Moving and cancelling follow the same rules as your booking form, so nobody can cancel at short notice if you do not allow it.

Common problems

Related guides

• Make a booking set-up
• Put a booking set-up on your website
• Stop spam bookings
• Export or erase a customer's data