FAQ Q250: Can my customers modify or cancel their own reservation?
Absatz: Reservation management
Yes, modifications / cancellations by customers are optional -- if you want to allow them, you'll need to give your customers a possibility to access these functions. In order to allow this, you can use the tags
$(cancel_url) for cancellations,
$(modify_url) for changes to the reservation (variations called
$(modify_personal_details_url) and
$(modify_reservation_data_url) exist which allow changes to only some fields (personal details of a customer or your custom form items only). These tags can be placed in any of your emails sent out to the customers or in the template for the reservation details page. The reservation details page is probably the best place to embed these tags, it provides the "manage your booking" function. This page can be accessed by the customer via a number of ways:
- The tags $(details_url) and $(reservation_list_url) which you can also embed into your emails or for example the reservation completed template.
- A small widget you can place anywhere on your website where the customers can enter their reservation id and email address. You can get the HTML code for this widget to be copied/pasted in Settings / integrate with my website / widgets
- If in your planyo plugin (advanced integration) settings you decided to integrate planyo with the login of your CMS system, then there's a planyo plugin mode called reservation_list which lists all reservations for the currently logged-in customer. Clicking on any reservation will also bring the customer to the reservation details page.
In
Site Settings / Active Features you can determine until which point in time cancellations and modifications are allowed.