Settings → Customer Accounts

Decide whether customers must log in to book, whether they can register a new account, and which page is the customer portal.

Where to find it

Advik Booking → Settings → Customer Accounts.

The four big toggles

1. Require login before booking

Setting	Effect
Off (default)	Guest checkout allowed. Customer enters email, name, address — and the booking is created against a "guest" record.
On	No guest checkout. The customer must log in (or create an account) before the Personal Details step is shown.

Recommendation

If you offer quotes or repeat services, turn this on. Logged-in customers get one-click re-booking from the customer portal. If you're optimising for first-time conversion, leave it off.

2. Login prompt timing

When Require login is off but you still want to nudge customers to log in, set the prompt to appear at a specific step:

Option	When the prompt appears
`Personal details` (default)	Inline above the form fields on the personal details step.
`Before booking`	Blocks the form until logged in.

3. Allow new registrations

When off, the "Create an account" link is hidden on the login screen. Only existing WordPress users can book.

4. Post-booking account prompt

When on, a guest who just completed a booking is invited to create an account using the email they just used. The account is created instantly (no email confirmation) and the booking is linked to it.

Customer portal

Setting	Effect
Customer portal page	Drop-down of all WordPress pages. Pick the page where you placed the `[advik_customer_portal]` shortcode. This is the URL customers visit to manage their bookings.

Reschedule & cancel rules

Setting	Default	What it does
Customer reschedule enabled	On	Show the "Reschedule" button in the portal.
Reschedule window (hours)	48	Customer can only reschedule if the booking is more than this many hours away.
Reschedule approval required	On	Customer-submitted reschedules go into `reschedule_pending` status. You (admin) must approve before the change is final.
Customer cancel enabled	On	Show the "Cancel" button in the portal.
Cancel window (hours)	48	Customer can only cancel if the booking is more than this many hours away.

Registration terms text

If you need customers to agree to terms during sign-up, paste your terms HTML here. It will render above the "Create account" button on the login form. The text accepts full HTML including links.

Setting it up — full walkthrough

Create the portal page
Add a new page → title "My Bookings" → body [advik_customer_portal] → Publish.
Pick the portal page
In Customer Accounts settings, set Customer portal page to the page you just created. Save.
Decide on login required
Turn Require login before booking on or off based on the table above.
Test as a customer
Open an incognito window, visit your booking page, and walk through the flow. You should either be able to fill the form (guest mode) or be prompted to log in.

✓

Customer flow done

See the full customer-facing experience on the Customer Portal page.