Instruction Manual: Role Settings in Bookingor

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Step 1: Log into WordPress Admin Panel

1. Open your web browser and navigate to your WordPress site.
2. Log in using your administrator credentials.

Step 2: Access the Bookingor Plugin

1. From the WordPress Dashboard, locate and click on the Bookingor plugin in the sidebar menu.

Step 3: Navigate to Settings

1. In the Bookingor plugin, select the "Settings" submenu.
2. Within the Settings page, click on the "Role Settings" tab.

Step 4: User Role Settings

1. You will see options for Customer Role and Staff Role.
2. Customer Role Tab:

• Click on the Customer Role tab to configure settings related to customer accounts.

Step 5: Configure Customer Role Settings

1. In the Customer Role settings, look for the option labeled "Create a WordPress Bookingor Account when Customer Booking."

• Enable this option if you want customers to automatically create a WordPress Bookingor account during the booking process.
• This feature allows customers to manage their bookings easily and provides a more streamlined experience.

Step 6: Staff Role Tab

1. Next, click on the Staff Role tab to manage staff member settings.

• Allow Staff to Create a WordPress Bookingor Account:
  • Check the box to enable this feature. This setting permits staff members to create their own WordPress Bookingor accounts.

Step 7: Save Changes

1. After making the necessary adjustments in both the Customer Role and Staff Role tabs, ensure to click on the "Save Changes" button to apply your settings.

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Additional Notes:

• Enabling customer account creation enhances the user experience by allowing customers to track their bookings and receive updates easily.
• Regularly review the roles and permissions assigned to both customers and staff to ensure proper access control within your Bookingor system.

This guide helps you effectively manage user role settings in Bookingor for both customers and staff.