BookX allows Shopify store owners to create a customer login profile, enabling customers to view their booking history directly from their account page. By adding a login menu and enabling the booking history view, customers can easily track past and upcoming bookings made through your store.
Below are the steps to create a login option, link it with BookX, and display booking history on the profile page.
How to create a login menu
1. On your Shopify Admin, go to Content > Menus.
2. Click the “Create menu” option or open an existing menu.
3. For a new menu, enter a name and click the “Add menu item” option.
4. Click on the Links field and select the “Profile” option.
5. Click the “Save” button.
How to add the menu to your store
1. Go to the Online Store > Themes.
2. Click the “Edit Theme” option.
3. Select the “Header” and click the “Menu” option.
4. Click on Menu dropdown, select the “Replace” option
5. Select the “Profile menu” and click “Save” to confirm the changes.
How to create a login profile
1. On your Shopify Admin, go to Content > Menus.
2. Click the “Create menu” option.
3. Enter a name for the menu and click the “Add menu item” option.
4. Click on the Links field and select Apps > BookX Bookings.
5. Click the “Save” button.
How to add booking history in the accounts page
1. Go to Shopify Settings > Checkout.
2. Click the “Customize” button.
3. From the Checkout dropdown, select the “Profile” page.
4. Click on the “App Embed” section.
5. Select the BookX app and click the “Accounts” option.
6. Click the “Save” button.
How to view booking history
1. Go to your Shopify store and login using your email.
2. Complete the login verification.
3. Once logged in, click on your profile icon.
4. Select “Orders” to access your booking history.
Limitations
- Only Shopify orders are synced and shown in the history.
- BookX retrieves booking data for the last two months only.
- When customers click “Load more” to view additional orders, only five bookings will load per click.
- Booking history is shown based on the logged-in email. If a customer uses multiple emails, each login will only show bookings linked to that email.
If you need assistance with setting up your service, feel free to contact our support team.