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
/bookingShortcode 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 buttonShortcode 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 triggerClass to place on the element
os_trigger_bookingData 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-loginShortcode 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-dashboardShortcode 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__indexAgent 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- Select users
- Select add new
- Enter details of the new agent
- 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- Select Agents
- Select Add Agent
- Enter details of the new agent
- 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.