{"id":163,"date":"2023-09-14T12:21:12","date_gmt":"2023-09-14T12:21:12","guid":{"rendered":"https:\/\/doc.freevision.me\/luxed\/?p=163"},"modified":"2023-09-14T12:21:12","modified_gmt":"2023-09-14T12:21:12","slug":"user-accounts-customer-management","status":"publish","type":"post","link":"https:\/\/doc.freevision.me\/luxed\/user-accounts-customer-management\/","title":{"rendered":"User accounts & customer management"},"content":{"rendered":"\n

You can see the database of all of your customers via Bookings > Customers.<\/em><\/p>\n\n\n\n

Here you will see a list of all customers whether they have an account on your site or not.<\/strong><\/p>\n\n\n\n

Customers are added to the list when a guest made a booking on your site or when a booking was added by hand by the site admins.<\/p>\n\n\n\n

In the database table, you can see a user\u2019s name, current email, the number of bookings they made, the date of registration and last activity.<\/p>\n\n\n

\n
\"customers\"<\/figure><\/div>\n\n\n

Note:<\/strong> A user ID<\/strong> is automatically generated when a user account is created \u2013 that is, if there is no user ID<\/strong> (the respective field is empty), it means that a customer doesn\u2019t have an account.<\/p>\n\n\n\n

If there is a user ID, it becomes a key point for assigning all further bookings to the particular customer.<\/p>\n\n\n

\n
\"edit<\/figure><\/div>\n\n\n

A customer can access their account via a public\/hidden login area on your site, where guests can view their bookings or update the information they provided.<\/p>\n\n\n\n

By clicking on the \u201cEdit user profile\u201d button, you can view and change customer details as well, e.g. update their name or see a user role. You can update different information about a user, but their username stays intact.<\/p>\n\n\n

\n
\"user<\/figure><\/div>\n\n\n

User dashboard settings<\/h2>\n\n\n\n

If a customer has an account on your website, this will help them view their bookings at any time and speed up the booking process for all future reservation for logged-in users.<\/p>\n\n\n\n

If you want customers to have their personal dashboards<\/strong> on your site that will allow them to view their booking details<\/strong>, there are several options you can do that.<\/p>\n\n\n\n

To enable the ability to register customer accounts on your site and set up your preferences for this process, go to Accommodation > Settings (General tab) > Accounts.<\/em><\/p>\n\n\n

\n
\"account<\/figure><\/div>\n\n\n

Tick the option that suits your needs:<\/p>\n\n\n\n

    \n
  • Automatically create an account for a user at checkout<\/strong>: to force a user account creation for everyone making a booking on your website.<\/li>\n\n\n\n
  • Allow customers to create an account during checkout<\/strong>: make it up to a customer. When making a booking, they will notice an optional checkbox at checkout.<\/li>\n\n\n\n
  • Allow customers to log into their existing account during checkout<\/strong>: despite the option you chose from the above ones, ticking this box will output the following box at checkout:<\/li>\n<\/ul>\n\n\n\n

    If they have an account, they can log in using their account details from the email:<\/p>\n\n\n

    \n
    \"login<\/figure><\/div>\n\n\n

    If a customer logs into their account, it\u2019ll speed up the booking process for them since all the major fields will already be pre-populated with the info they submitted earlier<\/strong>.<\/p>\n\n\n\n

    At the same time, if a logged-in existing customer is making a booking for someone else, they can change the email address or the guest name. In this case, you\u2019ll get a new booking with the new details, but the Customers list will stay the same, a new booking assigned to the existing user id.<\/p>\n\n\n\n

    For example, an existing logged-in customer Anna Hemm made a booking for Ben Hemm. In this case, you get a new booking for Ben Hemm:<\/p>\n\n\n

    \n
    \"bookings\"<\/figure><\/div>\n\n\n

    But this booking is still assigned to Anna in the list of customers:<\/p>\n\n\n

    \n
    \"customers<\/figure><\/div>\n\n\n

    So in result, you get a new booking but don\u2019t get a new customer.<\/p>\n\n\n\n

    How customers can interact with their accounts<\/h2>\n\n\n\n

    If the account creation process takes places (either automatic or by user\u2019s intent), the account details are sent to the customer in an individual email:<\/p>\n\n\n

    \n
    \"account<\/figure><\/div>\n\n\n

    You can update content of the email template via Accommodation > Settings > Customer Emails.<\/em><\/p>\n\n\n

    \n
    \"customer<\/figure><\/div>\n\n\n

    Once they\u2019re logged in, they see a welcome section with quick links:<\/p>\n\n\n

    \n
    \"my<\/figure><\/div>\n\n\n

    The \u2018Bookings\u2019 menu allows travelers to see all their reservations:<\/p>\n\n\n

    \n
    \"account<\/figure><\/div>\n\n\n

    They can also update their personal details or change a password:<\/p>\n\n\n

    \n
    \"personal<\/figure><\/div>\n\n\n

    Account page setup: the \u2018My account\u2019 shortcode<\/h2>\n\n\n
    \n
    \"my<\/figure><\/div>\n\n\n

    Since Hotel Booking version 4.2.0, the Account page is added automatically to the site. You can see it in the Settings:
    <\/p>\n\n\n\n

    This page by default contains a dedicated shortcode that triggers the creation of the My Account page.<\/p>\n\n\n

    \n
    \"shortcode<\/figure><\/div>\n\n\n

    If you don\u2019t have this page for some reason, make sure to create one, paste the [mphb_account]<\/code> shortcode into it, and then choose this page in the \u2018My Account Page\u2019 settings mentioned above.
    <\/p>\n\n\n\n

    If you want to make the user login area public on the site<\/strong>, you can also add the My Account page to other different site pages or sections, for example:<\/p>\n\n\n\n

      \n
    • Navigation menus<\/strong> \u2013 just add the My Account page to the site navigation menu via the WordPress menu settings.<\/li>\n\n\n\n
    • Widgets<\/strong> \u2013 optionally add a shortcode to any available widget area of your theme.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

      You can see the database of all of your customers via Bookings > Customers. Here you will see a list of all customers whether they have an account on your site or not. Customers are added to the list when a guest made a booking on your site or when a booking was added by […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[18],"tags":[],"_links":{"self":[{"href":"https:\/\/doc.freevision.me\/luxed\/wp-json\/wp\/v2\/posts\/163"}],"collection":[{"href":"https:\/\/doc.freevision.me\/luxed\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/doc.freevision.me\/luxed\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/doc.freevision.me\/luxed\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/doc.freevision.me\/luxed\/wp-json\/wp\/v2\/comments?post=163"}],"version-history":[{"count":1,"href":"https:\/\/doc.freevision.me\/luxed\/wp-json\/wp\/v2\/posts\/163\/revisions"}],"predecessor-version":[{"id":178,"href":"https:\/\/doc.freevision.me\/luxed\/wp-json\/wp\/v2\/posts\/163\/revisions\/178"}],"wp:attachment":[{"href":"https:\/\/doc.freevision.me\/luxed\/wp-json\/wp\/v2\/media?parent=163"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/doc.freevision.me\/luxed\/wp-json\/wp\/v2\/categories?post=163"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/doc.freevision.me\/luxed\/wp-json\/wp\/v2\/tags?post=163"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}