⬇️ Download Bookly Addon – Customer Cabinet (Latest Version)
Bookly Addon – Customer Cabinet: Centralized Client Portal for Bookly
Bookly Addon – Customer Cabinet creates a polished, secure, and user-friendly customer area inside your WordPress site where clients can manage appointments, review invoices, update personal details, access files, and view booking history. It transforms passive visitors into engaged users by giving them a self-service dashboard — reducing support workload and improving retention.
What Is Customer Cabinet?
Customer Cabinet is a dedicated client portal extension for Bookly that provides registered customers with a private area to:
- See upcoming and past appointments
- Reschedule or cancel bookings (according to your policy)
- Download invoices and receipts
- Upload and manage personal files (documents, photos)
- Update contact and profile details
- View package balances, credits or memberships
- Access saved payment methods (if enabled and PCI-compliant)
Why a Customer Cabinet Matters
A centralized customer portal increases trust and convenience. Clients prefer to manage their own appointments rather than contacting support. Customer Cabinet reduces administrative overhead, lowers no-shows (with integrated reminders), speeds up rebookings, and creates opportunities to upsell packages or extras via a familiar, account-based experience.
Key Features
- Customer Dashboard: modern portal where clients can view upcoming appointments, history, and quick actions.
- Appointment Management: allow customers to reschedule or cancel bookings within rules you set (cutoff times, fees, etc.).
- Invoice & Payment History: view and download invoices, check payment status, and see receipt details.
- File Uploads & Attachments: customers can upload files related to appointments (medical documents, reference photos) and staff can access them.
- Profile Management: edit name, phone, address, custom fields and preferences saved to the Bookly customer profile.
- Package & Credit Overview: show remaining sessions, package expiry, and credit balances.
- Saved Payment Methods: display stored payment tokens (if your gateway supports tokenization) for faster checkout — no card data stored on your site.
- Notifications & Reminders: integrated with Bookly notifications so users receive reminders and updates based on their profile settings.
- Security & Privacy: role-based access, masked sensitive data, GDPR-friendly deletion/export tools.
- Shortcodes & Widgets: embed the cabinet or specific panels anywhere on your site (account page, sidebar, mobile app wrapper).
- Multi-language & Multisite: compatible with major translation plugins and WordPress multisite setups.
- Developer Hooks: actions & filters to extend behavior — integrate with CRM, membership or custom systems.
Business Benefits
- Reduce support requests: let clients manage bookings and retrieve documents without contacting staff.
- Better retention: customers who log in regularly are more likely to rebook and buy packages.
- Lower no-shows: self-manage rescheduling and clear reminders keep attendance higher.
- Upsell opportunities: show relevant packages, extras or renewals inside the cabinet.
- Professional image: a polished client portal increases trust and perceived value.
Ideal Use Cases
- Medical & dental clinics that need secure document exchange
- Salons and spas where clients rebook recurring services
- Gyms and studios with package balances and membership management
- Consultants, tutors and agencies where history and files matter
- Service businesses that provide invoices and receipts regularly
How It Works — Setup Overview
- Install Bookly Pro and activate the Customer Cabinet addon.
- Create a dedicated “My Account” page and place the cabinet shortcode (e.g.,
[bookly_customer_cabinet]). - Configure permissions: choose which actions customers can perform (reschedule, cancel, upload files, download invoices).
- Map custom fields and packages to display inside the cabinet.
- Configure notification templates for cabinet-driven actions (reschedule confirmations, invoice emails).
- Test with a customer account: book an appointment, upload a file, download invoice, reschedule — verify emails & logs.
Shortcodes & Quick Integrations
[bookly_customer_cabinet]— full customer portal page.[bookly_cabinet_upcoming]— widget for upcoming appointments list.[bookly_cabinet_invoices]— show invoices & payments section.- Developer hooks:
do_action('bookly_cabinet_download_invoice', $invoice_id),apply_filters('bookly_cabinet_profile_fields', $fields).
Security, GDPR & Privacy
The Customer Cabinet is built with privacy in mind. Sensitive information can be masked, downloads require authentication, and administrators can configure data retention policies. The addon supports:
- Consent checkboxes for file uploads
- Data export & deletion tools for GDPR requests
- Role-based access control — limit what each user sees
- Secure tokenization for saved payment methods (gateway-dependent)
Best Practices & Optimization Tips
- Keep the cabinet discoverable: link “My Account” visibly in the site header for logged-in users.
- Encourage profile completion: show unobtrusive prompts to add phone, address, or preferences — improves communications.
- Use reminders: enable SMS/email reminders to reduce no-shows and increase engagement with the cabinet.
- Offer incentives: show targeted coupons or package deals inside the cabinet to encourage repeat purchases.
- Mobile-first: ensure the cabinet layout is responsive since many customers will manage appointments on phones.
- Audit activity: enable logs for download and file upload events for compliance and troubleshooting.
FAQ
Can customers cancel or reschedule from the cabinet?
Yes — if you enable these options in settings. You can set cutoff times and cancellation fees as part of your policy.
Can the cabinet show package or credit balances?
Yes — integrate with Bookly Packages/Payments to display remaining sessions, expiry dates and credits.
Are uploaded files private?
Files uploaded in the cabinet are stored in WordPress and access-controlled; you can enable consent and retention rules to meet privacy requirements.
Does it work with multilingual sites?
Yes — Customer Cabinet is compatible with popular multilingual plugins. Translate strings and notification templates as needed.
Download Bookly Addon – Customer Cabinet
Get the latest official release from the link below. This addon requires Bookly Pro and is intended for licensed users.
⬇️ Download Bookly Addon – Customer Cabinet
All Downloads – Themes & Plugins
Conclusion
Bookly Addon – Customer Cabinet is a must-have for businesses that want to give clients autonomy while keeping administrative costs down. It centralizes appointments, invoices and client data into a single portal that improves UX, increases rebookings, and provides measurable operational benefits. Ideal for clinics, salons, studios, consultants and any appointment-driven business focused on customer experience.
