{"id":3423,"date":"2018-10-25T14:03:18","date_gmt":"2018-10-25T14:03:18","guid":{"rendered":"https:\/\/www.setmore.com\/blog\/?p=3423"},"modified":"2022-07-19T18:59:21","modified_gmt":"2022-07-19T13:29:21","slug":"customers-guide-to-the-customer-login-portal","status":"publish","type":"post","link":"https:\/\/www.setmore.com\/blog\/customers-guide-to-the-customer-login-portal\/","title":{"rendered":"A customer\u2019s guide to the customer login portal"},"content":{"rendered":"\r\n<p>Every Setmore account comes with a free online Booking Page for your customers to schedule appointments online. We\u2019ve already discussed the best ways to <a href=\"https:\/\/www.setmore.com\/guides\/booking-page-setup\" target=\"_blank\" rel=\"noopener noreferrer\">set up your Booking Page for success<\/a>, and how to <a href=\"https:\/\/www.setmore.com\/guides\/how-to-attract-customers-to-your-website\" target=\"_blank\" rel=\"noopener noreferrer\">get traffic to your Booking Page<\/a>.<\/p>\r\n\r\n\r\n\r\n<p>This article is the next step and provides instructions for <a href=\"https:\/\/www.setmore.com\/customers\">customers<\/a> to use the Booking Page, and more specifically, the customer login feature. We\u2019ll cover how to:<\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><a href=\"https:\/\/www.setmore.com\/blog\/customers-guide-to-the-customer-login-portal\/\">Book online through your Booking Page<\/a><\/li>\r\n<li><a href=\"https:\/\/www.setmore.com\/blog\/customers-guide-to-the-customer-login-portal\/\">Create a customer login<\/a><\/li>\r\n<li><a href=\"https:\/\/www.setmore.com\/blog\/customers-guide-to-the-customer-login-portal\/\">Reschedule appointments or update contact information in a customer profile<\/a><\/li>\r\n<li><a href=\"https:\/\/www.setmore.com\/blog\/customers-guide-to-the-customer-login-portal\/\">Recover a lost password<\/a><\/li>\r\n<\/ul>\r\n<p>&nbsp;<\/p>\r\n\r\n\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">Download a PDF version of this article.<\/h2>\r\n\r\n\r\n\r\n<p>We\u2019ve provided a non-branded PDF guide to using <a href=\"https:\/\/www.setmore.com\/customers\">customer logins<\/a>. Feel free to download and share this guide with your customers. You can also print this guide and display it at your location to help customers book their next appointment.<\/p>\r\n\r\n\r\n\r\n<p class=\"has-text-align-left\"><a href=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/10\/BookOnline.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><b>Download the customer logins PDF &gt;<\/b><\/a><\/p>\r\n\r\n\r\n\r\n<p class=\"has-text-align-center\">\u00a0<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\" id=\"start\">Booking an appointment from start to finish.<\/h2>\r\n\r\n\r\n\r\n<p>The rest of this article is written with your <a href=\"https:\/\/www.setmore.com\/blog\/how-to-check-out-how-easy-it-is-to-schedule-an-appointment-from-the-customer-view\/\">customers<\/a> in mind. Read on to learn more about the customer login feature and what your customers will experience when booking online.<\/p>\r\n\r\n\r\n\r\n<p>You can also share the following link with customers to send them straight to this section: <a href=\"https:\/\/www.setmore.com\/blog\/customers-guide-to-the-customer-login-portal\/\">customers guide to the customer login portal #start<\/a><\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\" id=\"bookappt\">Step 1: Open the Booking Page<\/h3>\r\n\r\n\r\n\r\n<p>In your web browser, enter the Booking Page URL. Setmore-powered businesses will usually post this URL on their website or social media.<\/p>\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" class=\"aligncenter wp-image-8096 size-full\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/10\/booking-appointment.jpg\" alt=\"booking appointment\" width=\"700\" height=\"394\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/10\/booking-appointment.jpg 700w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/10\/booking-appointment-250x141.jpg 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/10\/booking-appointment-120x68.jpg 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/figure>\r\n<\/div>\r\n\r\n\r\n\r\n<p><i>Note: The example screenshots portray a fictional business called &#8216;Simple Salon &amp; Spa&#8217; for demonstration purposes. <\/i><\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">Step 2: Choose a service and provider<\/h3>\r\n\r\n\r\n\r\n<p>Click or tap on the service of your choice and the screen will move forward automatically. If prompted, choose the team member you\u2019d like to deliver that service. (If the team member isn\u2019t listed, it could be because they don\u2019t offer that service.)<\/p>\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"700\" height=\"395\" class=\"wp-image-5753\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/select-service-700x395.png\" alt=\"A menu for selecting services.\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/select-service-700x395.png 700w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/select-service-250x141.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/select-service-768x433.png 768w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/select-service-120x68.png 120w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/select-service.png 796w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/figure>\r\n<\/div>\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" class=\"wp-image-5756\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/select-provider-700x395.png\" alt=\"A menu for selecting a provider.\" width=\"580\" height=\"327\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/select-provider-700x395.png 700w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/select-provider-250x141.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/select-provider-768x433.png 768w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/select-provider-120x68.png 120w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/select-provider.png 796w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/figure>\r\n<\/div>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">Step 3: Choose a date and time<\/h3>\r\n\r\n\r\n\r\n<p>Click a day in the mini-calendar and select a time slot from the list of options.<\/p>\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"700\" height=\"395\" class=\"wp-image-5758\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/date-and-time-700x395.png\" alt=\"date and time\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/date-and-time-700x395.png 700w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/date-and-time-250x141.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/date-and-time-768x433.png 768w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/date-and-time-120x68.png 120w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/date-and-time.png 796w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/figure>\r\n<\/div>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\" id=\"createlogin\">Step 4: Log into your customer profile<\/h3>\r\n\r\n\r\n\r\n<p>The customer profile option may be enabled for the Booking Page. If so, you\u2019ll be prompted to log in with your account to continue. Here you\u2019ll see a number of options:<\/p>\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"700\" height=\"395\" class=\"wp-image-5760\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/sign-in-700x395.png\" alt=\"A menu for logging into a customer profile.\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/sign-in-700x395.png 700w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/sign-in-250x141.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/sign-in-768x433.png 768w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/sign-in-120x68.png 120w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/sign-in.png 796w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/figure>\r\n<\/div>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><b>Sign in:\u00a0<\/b>If you\u2019ve already booked an appointment with this business, you can log in with the username and password you previously created. You can also log in with your Facebook or Google account.<\/li>\r\n<li><b>Create new profile:\u00a0<\/b>If this is your first time booking an appointment with this business, you may be required to create a customer account before continuing. You may either:<br \/>\r\n<ul>\r\n<li>Create a new username and password.<\/li>\r\n<li style=\"font-weight: 400;\">Create a new profile using your Facebook or Google account.<\/li>\r\n<\/ul>\r\n<\/li>\r\n<li style=\"font-weight: 400;\"><b>Skip login process:\u00a0<\/b>This option may or may not appear. If offered, you can skip creating an account altogether.<\/li>\r\n<\/ul>\r\n<p>&nbsp;<\/p>\r\n\r\n\r\n\r\n<p>Here are some advantages to creating a customer profile:<\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>The Booking Page will remember your contact information for future bookings.<\/li>\r\n<li style=\"font-weight: 400;\">You can manage your reminder settings.<\/li>\r\n<li style=\"font-weight: 400;\">You can view upcoming or past appointments.<\/li>\r\n<li style=\"font-weight: 400;\">If allowed, you can reschedule an appointment online.<\/li>\r\n<\/ul>\r\n<p>&nbsp;<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">Step 5: Provide your contact information<\/h3>\r\n\r\n\r\n\r\n<p>Your contact information lets the business know who\u2019s coming in for the appointment. Also, you can receive appointment confirmation and reminder messages.<\/p>\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"700\" height=\"395\" class=\"wp-image-5763\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/personal-information-700x395.png\" alt=\"A form showing the customer's contact information.\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/personal-information-700x395.png 700w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/personal-information-250x141.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/personal-information-768x433.png 768w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/personal-information-120x68.png 120w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/personal-information.png 796w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/figure>\r\n<\/div>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">Step 6: Book your appointment<\/h3>\r\n\r\n\r\n\r\n<p>You\u2019ll see all the details of your appointment presented on the next screen. If everything looks good, click &#8216;Book Appointment&#8217;. The final screen will confirm that your appointment was booked. You may also receive an automatic confirmation email from the business.<\/p>\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"700\" height=\"395\" class=\"wp-image-5765\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/confirmation-screen-700x395.png\" alt=\"confirmation screen\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/confirmation-screen-700x395.png 700w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/confirmation-screen-250x141.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/confirmation-screen-768x433.png 768w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/confirmation-screen-120x68.png 120w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/confirmation-screen.png 796w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/figure>\r\n<\/div>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\" id=\"profileoptions\">Using a customer profile.<\/h2>\r\n\r\n\r\n\r\n<p>If the business has enabled the customer login feature, you can log into your profile on the Booking Page at any time. Here you can see your upcoming appointments and more.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">Step 1: Log into your profile<\/h3>\r\n\r\n\r\n\r\n<p>Navigate to the business\u2019s Booking Page and click &#8216;Login&#8217; in the top-right corner.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">Step 2: My Schedule<\/h3>\r\n\r\n\r\n\r\n<p>The &#8216;My Schedule&#8217; menu enables you to see upcoming appointments.<\/p>\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"700\" height=\"395\" class=\"wp-image-5768\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/customer-profile-700x395.png\" alt=\"customer profile\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/customer-profile-700x395.png 700w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/customer-profile-250x141.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/customer-profile-768x433.png 768w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/customer-profile-120x68.png 120w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/customer-profile.png 796w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/figure>\r\n<\/div>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li style=\"font-weight: 400;\">Use the dropdown menu in the top-right to toggle between &#8216;upcoming&#8217; and &#8216;past&#8217; appointments.<\/li>\r\n<li style=\"font-weight: 400;\">Click the pencil icon next to an appointment to reschedule (Edit) or cancel (Delete) an appointment. Note that this option may be disabled by the business, in which case you should contact them directly to cancel or reschedule an appointment.<\/li>\r\n<\/ul>\r\n<p>&nbsp;<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">Step 3: My Profile<\/h3>\r\n\r\n\r\n\r\n<p>Here you can update your contact information or toggle email reminders on or off.<\/p>\r\n\r\n\r\n\r\n\r\n\r\n<p class=\"has-text-align-center\"><img decoding=\"async\" class=\"aligncenter wp-image-8588 size-full\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/10\/my-profile-1.png\" alt=\"my profile\" width=\"398\" height=\"225\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/10\/my-profile-1.png 398w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/10\/my-profile-1-250x141.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/10\/my-profile-1-120x68.png 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\" id=\"lostpw\">Recovering a lost password.<\/h2>\r\n\r\n\r\n\r\n<p>If you used your Facebook or Google account to create a customer profile, then you\u2019ll continue to use that to log into your profile each time. If you created a separate username and password for your customer profile, and you lost or forgot your password, you can follow these instructions to reset it:<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">Step 1: Open the Booking Page<\/h3>\r\n\r\n\r\n\r\n<p>Navigate to the Booking Page and click &#8216;Login&#8217; in the top-right corner.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">Step 2: Click &#8216;Forgot Password?&#8217;<\/h3>\r\n\r\n\r\n\r\n<p>When prompted to log in, click the &#8216;Forgot password?&#8217; link.<\/p>\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"aligncenter\"><img decoding=\"async\" width=\"398\" height=\"225\" class=\"aligncenter size-full wp-image-8589\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/10\/forgot-password-1.png\" alt=\"forgot password\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/10\/forgot-password-1.png 398w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/10\/forgot-password-1-250x141.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/10\/forgot-password-1-120x68.png 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/figure>\r\n<\/div>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">Step 3: Reset your password<\/h3>\r\n\r\n\r\n\r\n<p>When prompted, enter your email address and click the &#8216;Submit&#8217; button. Setmore will send you an email with a link to reset your password.<\/p>\r\n\r\n\r\n\r\n<p class=\"has-text-align-center\">\u00a0<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">Congrats, you\u2019re a pro appointment scheduler.<\/h2>\r\n\r\n\r\n\r\n<p>If you&#8217;re a customer, we hope that this article makes it easier for you to schedule appointments online. If you&#8217;re a Setmore user, we hope it provides insight into the online scheduling experience.<\/p>\r\n\r\n\r\n\r\n<p><b>Don\u2019t currently use Setmore?<\/b> Get a free online scheduling platform for your personal or professional use. Setmore is free to use and comes with automated email confirmations and reminders, multiple staff calendars and logins, a customer-facing Booking Page and more. <a href=\"https:\/\/www.setmore.com\/start-now\">Sign up<\/a> in seconds with no credit card required.<\/p>\r\n<p>Happy scheduling!<\/p>\r\n\r\n\r\n","protected":false},"excerpt":{"rendered":"Every Setmore account comes with a free online Booking Page for your customers to schedule appointments online. We\u2019ve already discussed the best ways to set up your Booking Page for success, and how to get traffic to your Booking Page. This article is the next step and provides instructions for customers to use the Booking&#8230;","protected":false},"author":3,"featured_media":8095,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10],"tags":[33,56],"class_list":["post-3423","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-resources","tag-booking-page","tag-customer-login"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>A Customer&#039;s Guide to the Customer Login Portal | Setmore<\/title>\n<meta name=\"description\" content=\"Teach customers how to schedule appointments online through your Setmore Booking Page. Learn the ins and outs of the customer login feature. Read more!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.setmore.com\/blog\/customers-guide-to-the-customer-login-portal\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"A customer\u2019s guide to the customer portal\" \/>\n<meta property=\"og:description\" content=\"Teach customers how to schedule appointments online through your Setmore Booking Page. Learn the ins and outs of the Customer Login feature. 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