How customers view their bookings and orders in User Profile

How customers view their bookings and orders in User Profile

Customers with a User Profile can log in at any time to view their bookings and orders.

This gives customers a simple way to check booking details, view order information and access relevant booking actions where they are available.

Customers can also open their bookings and orders directly from links in booking and order emails.

Viewing bookings from User Profile

To view bookings from User Profile, the customer should:

  1. Log in to their User Profile.
  2. Open the 'Your Bookings' section.
  3. Find the booking they want to view.
  4. Select 'Details' to open the booking details.

The 'Your Bookings' section shows future bookings and key booking information, such as the booking date, time, booking name, booking status and the account the booking is with.

Viewing booking details

When a customer opens a booking, they can view more detailed information about that booking.

This can include:

  • Booking status
  • Date and time
  • Duration
  • Location
  • Staff and Resource information, where relevant
  • Booking contact information
  • Additional information collected for the booking
  • Booking reference

Where relevant, customers will also see actions for that booking, such as making a payment or accepting a pencilled in booking.

The actions shown depend on the booking status, booking workflow and account settings.

Viewing orders from User Profile

To view orders from User Profile, the customer should:

  1. Log in to their User Profile.
  2. Open the 'Your Bookings' section.
  3. Select 'View orders'.
  4. Find the order they want to view.
  5. Select 'View order details'.

The orders list shows order-level information, such as the order date, order total, balance due where relevant, the bookings included in the order and the order reference.

Viewing order details

When a customer opens an order, they can view the order details and the bookings included in that order.

This can include:

  • Order date
  • Order reference
  • The account the order was placed with
  • Booking contact details
  • Order summary
  • The bookings included in the order
  • Booking dates, times and statuses

If the order contains more than one booking, each booking is shown separately within the order details.

Opening an order from an email

Customers can also open an order from the order confirmation email.

To view an order from an email, the customer should:

  1. Open the order confirmation email.
  2. Select 'View your order'.
  3. Log in to User Profile if asked.
  4. View the order details.

If the customer is already logged in, the order details will open directly.

Opening a booking from an email

Customers can open an individual booking from booking emails.

To view a booking from an email, the customer should:

  1. Open the booking email.
  2. Select 'View your booking'.
  3. Log in to User Profile if asked.
  4. View the booking details.

If the customer is already logged in, the booking details will open directly.

If the customer is asked to log in

Bookings and orders contain personal information, so customers need to log in before viewing them in User Profile.

If a customer selects 'View your order' or 'View your booking' from an email and is not already logged in, they will be asked to log in before the order or booking details are shown.

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