Shortcodes

A list of all the available shortcodes:

  1. [_clisyc_appointment_detail]

    • File: appointment-detail.php

    • Function: cs_appointment_detail_shortcode()

    • Purpose: Displays details of a single, specific appointment (usually identified by a view_id URL parameter).

  2. [_clisyc_appointment]

    • File: appointments.php

    • Function: cs_appointment_form_shortcode()

    • Purpose: Displays the frontend appointment scheduling calendar and form for users to book appointments.

  3. [_clisyc_manager_appointments]

    • File: manager-appointments.php

    • Function: cs_manager_appointments_shortcode()

    • Purpose: Displays a list of all scheduled appointments for users with manager-level capabilities, with options to edit/delete.

  4. [_clisyc_manager_edit_appointment]

    • File: manager-edit-appointment.php

    • Function: cs_manager_edit_appointment_details_shortcode()

    • Purpose: Allows users with manager-level capabilities to edit the custom field details of a specific appointment via a frontend form. Takes an appointment_id attribute or GET parameter.

  5. [_clisyc_manager_edit_notes]

    • File: manager-edit-notes.php

    • Function: cs_manager_edit_notes_shortcode()

    • Purpose: Displays a list of appointments for users with manager-level capabilities and allows them to select an appointment to edit its notes (which are stored in the post content).

  6. [_clisyc_view_notes]

    • File: notes.php

    • Function: cs_view_notes_shortcode()

    • Purpose: Displays a sortable and searchable list of the logged-in user's own appointments, with links to view details (using [_cs_appointment_detail]).

  7. [_clisyc_registration]

    • File: registration.php

    • Function: cs_registration_form_shortcode()

    • Purpose: Displays a user registration form, including any defined custom user fields.

  8. [_clisyc_user_account]

    • File: user-account.php

    • Function: cs_user_account_shortcode()

    • Purpose: Allows logged-in users to update their standard account information (first name, last name, email) and any defined custom user fields.

  9. [_clisyc_display_user_info]

    • File: user-display.php

    • Function: cs_display_user_info_shortcode()

    • Purpose: Displays the logged-in user's display name and email address.

  10. [_clisyc_display_user_name]

    • File: user-display.php

    • Function: cs_display_user_name_shortcode()

    • Purpose: Displays a welcome message with the logged-in user's display name.

Short code Examples

[cs__service_filter_key]

How It Works

This shortcode is specifically designed to work in tandem with the [cs__appointment] calendar. It doesn't just display a static key; it creates a set of clickable "pills" or buttons that represent the different options of your primary service.

  • It automatically detects which "Appointment Custom Field" you have marked as the "Primary Service Field".

  • It reads the options (e.g., "General Consultation", "Follow-up Visit") and their assigned colors from that field's settings.

  • It renders a list where each item has the color swatch and the name of the service.

  • Most importantly, it's interactive. When a client clicks on an item in this key (e.g., they click the item for "Follow-up Visit"), the shortcode's JavaScript will automatically select "Follow-up Visit" in the main calendar's filter dropdown and refresh the calendar to show the availability for that service.

Prerequisites for the Shortcode to Work

For the [cs__service_filter_key] shortcode to display anything, you must have two things configured correctly:

  1. A Primary Service Field: You must designate one of your appointment custom fields as the primary one.

    • Go to Client Sync > Custom Fields > Appointment Custom Fields.

    • Edit the field you use for services (e.g., "Service Type").

    • It must be a "Dropdown Select" type.

    • The "Use this field to filter calendar availability?" box must be checked.

    • The "Is this the primary field defining different services?" box must be checked.

  2. Assigned Colors: The options for that primary service field must have colors assigned to them.

    • When editing that same custom field, in the "Field Options" list editor, there is a color picker next to each option (e.g., next to "General Consultation").

    • Click the color swatch to assign a unique color to each service type. These are the colors that will be used in both the key and on the calendar itself.

How to Use It

Simply place the [cs__service_filter_key] shortcode on the same page as your main [cs__appointment] booking calendar, typically just above it.