You are here:
Print

Pages in WordPress need to be setup and accessible to access the following areas:

  • Customer bookings
  • Customer dashboard
  • Administration tasks
  • Agent dashboard

Customer Bookings

How a customer can book an appointment

The customer can be presented services in one of the following ways:

  • Booking Form
  • Booking Button
  • Booking Trigger

Booking Form

[latepoint_book_form]

To permanently show the booking form for customers you need to create a wordpress page with the [latepoint_book_form] short-code on it. This displays a fixed position form on the page. See the short-code section for full customization options.

Booking Form

Page to Create

/booking

Shortcode to place on the page

[latepoint_book_form]

Booking button

[latepoint_book_button]

The latepoint booking button for customers can be placed onto any page or linked to any element. The button itself is highly configurable and is covered under the short-code section here. The button differs for the form as it floats above the current page the customer is viewing.

Booking Button

Page to Create

/any page you want the button

Shortcode to place on the page

[latepoint_book_button]

Booking trigger

os_trigger_booking

The latepoint booking trigger class acts like the booking button but can be applied to any element within your WordPress site. For example, it could be applied to a promotional image that launches to a particular service.

Booking Trigger

Page to Create

/any page you want the trigger

Class to place on the element

os_trigger_booking

Data that can be passed to trigger

data-show-locations="1"
data-show-agents="1"
data-show-services="1"
data-show-service-categories="1"
data-selected-location="1"
data-selected-agent="1"
data-selected-service="1"
data-selected-service-category="1"
data-calendar-start-date="1"
data-selected-start-date="yyyy-mm-dd"
data-selected-start-time="mmm"
data-hide-summary="yes"
data-hide-side-panel="yes"

Customer Dashboard

How a customer can see their appointments

When a new customer is created In LatePoint they can access details about their upcoming appointments from a customer dashboard. The two pages the customer needs to access are for their login and the dashboard.

Customer login page

Page to create

/customer-login

Shortcode to place on the page

[latepoint_customer_dashboard]

When a customer logs in from the login page successfully, it redirects them to the /customer-dashboard page below.

Customer dashboard page

Page to create

/customer-dashboard

Shortcode to place on the page

[latepoint_customer_dashboard]

Administration Page

Managing Customers, Services and Appointments

All configuration, setup, appointment booking, customer management and other options are performed within the latepoint administration dashboard.

By logging in as a wordpress administrator you are granted administration rights to latepoint and full access to the dashboard.

Full Admin Page

Page link

/wp-admin/admin.php?page=latepoint&route_name=dashboard__index

Agent Page

How Agents can login and manage their bookings

Agents can have the ability to login directly to the latepoint dashboard and manage their own appointments and clients.

This is acheived by:

  • Creating the WordPress User
  • Creating the Agent in Latepoint
  • Link the Agent to the WordPress user

Create WordPress User

Page link

/wp-admin/users.php
  1. Select users
  2. Select add new
  3. Enter details of the new agent
  4. Select the role as LatePoint Agent

By creating a WordPress user who is assigned to the latepoint_agent role you can link the LatePoint dashboard to new WordPress user.

Create LatePoint Agent

Page link

/wp-admin/admin.php?page=latepoint&route_name=dashboard__index
  1. Select Agents
  2. Select Add Agent
  3. Enter details of the new agent
  4. In the Connect to WP User find the newly created WP user

This links the agent login to the WordPress user.

Agent Login

Logging into WordPress before the LatePoint Link has been setup

Page link

/wp-admin/

Logging into WordPress after the LatePoint Link has been setup

With the WP link setup the agent logs into the WordPress site and the LatePoint application launches without showing any of the WordPress backend options. The LatePoint view is altered to an agent view also limiting their setup options.

Was this article helpful?
4.5 out Of 5 Stars
5 Stars 0%
4 Stars 100%
3 Stars 0%
2 Stars 0%
1 Stars 0%
How can we improve this article?
Please submit the reason for your vote so that we can improve the article.
Table of Contents