Client Accounts

To complete an online booking, your clients will be required to create an account on your website. Using these accounts, your clients can:

  • Create new appointments
  • View and manage their existing appointments
  • Add existing appointments to their Google Calendar
  • Make online payments via credit card
  • Update their contact information

This way, they can have easy online access to all their transactions with your business in one central location.

💡 Tips:

  1. When a client signs up for an account on your website, Amidship will create a corresponding client profile under the "Clients" tab in your admin. The profile will be filled with the contact information provided by the client during sign up
  2. Changes clients make to their bookings, payments, payment information, and contact information will automatically be updated in your admin. For example, if a client changes their address or phone number, their client profile will be updated with these changes.
  3. In the same way, changes you make to a client's bookings, payments, and contact information will automatically be updated in their client account.
  4. At any given time, only one email address can be associated with a client account. 
  5. If a client forgets the email address associated with their account, they can simply reset their password by clicking on the "Forgot your password" button found on the Log in page.

Creating a client account

Your clients can create an account on your website by:

  1. Clicking on the "Create an account" button at the top right corner of your website                                        

    Creating a customer account - Amidship

  2. OR, completing an online booking and signing up for an account when prompted 

    Creating a customer account - Amidship

                                                                                                

Managing a client account

Once a client has an account with you, they can access it by clicking on the "Login" button on the top right corner of your website.

Logging into a customer account - Amidship

When logged in, here are a few things your clients can do:

1. Create new appointments

Clients can make new bookings by simply clicking on any of the "Book now" buttons that appear on your website.

2. View and manage existing appointments

To view and manage their appointments, a client should:

  1. Click on the "person" icon at the top right corner of the screen 
  2. Click on "Bookings" from the dropdown menu                                                                                                                                            

    Viewing customer bookings - Amidship

  3. Here, they should see a list of upcoming, past, and cancelled bookings                                                                                                                                             

    Viewing customer bookings - Amidship

  4. Clicking on the "View" button alongside any booking will allow them to view or cancel specific bookings individually, or add the booking to their Google Calendars                                                                                                                                                                                                                                                                                         

    Managing a customer booking - Amidship

3. Make online payments via credit card

If your business is set up to accept online payments through Stripe and/or Paypal, you can choose either as the payment method when creating a new booking for a client from the admin. Your client will then need to log into their account to make their payment and secure their appointment with you.

Once logged in, your client should:

  1. Click on the "person" icon at the top right corner of the screen
  2. Click on "Bookings" from the dropdown menu 
  3. Scroll to the unpaid booking in their list and click on the "View" button alongside this booking
  4. Select their payment method 
  5. Complete the payment as prompted

4. Update their contact information

To view and update their profiles, clients should:

  1. Click on the "person" icon at the top right corner of the screen
  2. Click on "My Profile" from the dropdown menu                                                                                                                                           

    Updating customer profiles - Amidship

  3. Click on "Edit" 

  4. Fill in the information they would like to change Click on "Update Profile" 

    Edit client account - Amidship

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