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Customer Accounts: Account Management

Account Management

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Customer account profiles can be managed and maintained in two ways, by the customer themselves or by a staff member in your organization.
 
 

Profile Management By Customer

A customer can manage their own profile by visiting your booking page and clicking on the Log In link in the top right corner. After successfully entering their login credentials, the customer will be logged into the account and the Log In link will be replaced by their name.

 

 

 

 

Clicking on this link will bring up a drop-down menu with a Profile link. Click on this to enter the profile edit mode. The customer account profile is divided up into 3 sections - Bookings, Account and Saved Information.  

 

Bookings Tab

This section enables your customer to view any bookings that are attributed to them. Clicking on the link in the Booking Code column will open up the invoice for a more detailed view.

 

 

 

 

If you have opted to allow booking modifications and/or cancellations, and providing the current date is not outside the limits you configured, additional links will be visible to provide access to these features.

 

 

< Customer Accounts: Creating an Account     |     Customer Accounts: Booking Cancellation >

 

 

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