To provide the best user experience, we recommend creating a “My Account” area on your site. You can use the following shortcodes to build out different sections of that dashboard.

1. User Registration

If you want to allow new users to sign up for an account, use the registration form. This form automatically includes any “Client Custom Fields” you have defined in the admin settings.

• Code: [clisyc_registration]
• Purpose: Displays a standard registration form (First Name, Last Name, Email, Password, and Custom Fields).

2. Profile & Membership Management

This is the “hub” for personal information. It allows users to update their contact details and view any active Pro benefits.

• Code: [clisyc_user_account]
• Features:
  • Contact Info: Edit name and email.
  • My Membership (Pro): Shows active plan, next payment date, and usage limits.
  • Credits (Pro): Displays remaining prepaid booking balances.

3. Appointment History (Modern Grid)

This is the recommended way for users to see their appointments. It provides a responsive grid of cards with built-in search and filtering.

• Code: [clisyc_appointments_cards]
• Attributes:
  • title: Change the heading (e.g., [clisyc_appointments_cards title="My Bookings"]).
  • show_search: Set to “false” to hide the search bar.
  • show_filter: Set to “false” to hide the Upcoming/Past/All dropdown.

4. Full Appointment Calendar

If your clients book many appointments, a full-sized monthly calendar view is often the most helpful visualization.

• Code: [clisyc_user_appointments_calendar]
• Purpose: Displays a full monthly calendar showing only the appointments booked by the logged-in user.

5. Mini Sidebar Calendar

Perfect for sidebars or “At a Glance” sections on a main dashboard.

• Code: [clisyc_user_mini_calendar]
• Purpose: A compact calendar that shows “dots” on days with appointments. Clicking a day reveals the specific details in a list below the calendar.

6. Appointment Details Page

When a user clicks “View Details” from a card or calendar, they are sent here. This page displays everything about a specific booking, including the time, date, and any custom answers they provided during checkout.

• Code: [clisyc_appointment_detail]
• Note: This shortcode should be placed on a dedicated page. You must then select this page in Client Sync > Settings > Behavior > Appointment Detail Page.

7. Classic Appointment List (Legacy)

A simple, high-density table view of appointments.

• Code: [clisyc_view_notes]
• Purpose: Displays a basic list showing Client, Date, Time, and an excerpt of any notes. Best for simple sites with very few custom fields.

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Recommended Dashboard Layout

Most administrators create one main “My Account” page and use a “Tabs” or “Columns” block to arrange the following:

Left Column (or Tab 1):
[clisyc_user_account]

Right Column (or Tab 2):
[clisyc_appointments_cards]

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⚠️ Security Notice

All dashboard shortcodes (except [clisyc_registration]) require the user to be logged in. If a guest attempts to view these pages, they will be shown a login prompt automatically. You can customize the login redirect URL in the Settings > Behavior tab.