Managing Bookings with Customer Accounts

Easy Appointment Booking integrates with Shopify's customer accounts so that your customers can see all their upcoming and past bookings in one place — right inside their account on your store. They can also reschedule or cancel from there, without needing to dig through their email for a link.

What the customer account integration does

When the integration is active, a Booking History page appears inside the customer's account portal. Every booking tied to their email address is listed there, showing the service name, date and time, duration, and attendee count. Customers can take action on upcoming bookings without contacting you.

New vs. classic Shopify customer accounts

Shopify has two customer account experiences and the integration works differently for each:

Most stores created after 2023 use new customer accounts by default. Check Shopify Admin > Settings > Customer accounts to see which type your store uses.

Enabling customer account bookings

New customer accounts

The extension is installed automatically when you activate Easy Appointment Booking. Customers on the new accounts experience will see:

1. A Booking History full-page section accessible from their account navigation — this shows all their bookings in one place.
2. A Manage Booking action button on individual order status pages — this links to details for the booking tied to that order.

No additional setup is required, but you can confirm the extensions are active by going to Shopify Admin > Sales Channels > Online Store > Customer accounts and checking that the Easy Appointment Booking extensions appear under Active extensions.

Classic customer accounts

For stores using classic customer accounts, you need to add the booking section as a theme app block:

1. Go to Shopify Admin > Online Store > Themes and click Customize on your active theme.
2. Navigate to the Customer account template in the theme editor.
3. Click Add block and find the Easy Appointment Booking block.
4. Add and save the block.

What customers can do

Once the integration is active, a customer who is logged in to their account can:

• View upcoming bookings — see the service name, date, time, duration, location (if set), and attendee count.
• View past bookings — a full history of completed appointments.
• Reschedule — if you have enabled customer rescheduling on the service, a Reschedule button appears. Clicking it opens the reschedule flow.
• Cancel — if you have enabled customer cancellations on the service, a Cancel button appears. Clicking it opens the cancellation confirmation.
• Book again — a Book Again button links back to the product page so the customer can quickly make a new booking for the same service.

How bookings are matched to customer accounts

The integration identifies a customer's bookings by matching the email address used at booking checkout with the email address on their Shopify customer account. If a customer booked as a guest with one email and their account uses a different email, those bookings will not appear.

Enabling reschedule and cancel in customer accounts

The availability of the reschedule and cancel buttons is controlled per service. To enable them:

1. Go to Dashboard > Show all events and click Edit on the service.
2. Click the Advanced tab.
3. Under Booking Management, enable Allow customers to reschedule or cancel their bookings.
4. Optionally, set a Reschedule cutoff and Cancellation cutoff (in hours before the booking) to stop customers from making last-minute changes.
5. Click Update Advanced Settings.

Next steps

• Let Customers Reschedule or Cancel
• Viewing and Finding Bookings
• Edit, Cancel, or Reschedule a Booking