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Where do I find it?
WordPress backend > TourCMS Shop > Customisations > Other Customisations
What does it mean?
This article outlines the new "My account" feature now available on the Gray Line licensees websites. This feature enables customers to manage their bookings, access vouchers, and update their details online. This enhancement aims to improve customer experience and streamline booking management.
With the new "My account" functionality, customers can now:
View their profile: Access and review their stored contact information.
Access their bookings: See a comprehensive list of their past and upcoming bookings.
Print vouchers: Easily download and print their booking vouchers, mirroring the functionality available at checkout and in confirmation emails.
Cancel bookings: If permitted by the cancellation policies of the booked tours, customers can initiate a full booking cancellation directly through their account.
Automatic form filling: When logged in, the customer's contact details will be automatically populated in checkout forms and "Named tickets" fields, saving them time and improving accuracy.
How to enable the feature
This functionality is disabled by default. To enable it, navigate to the WordPress backend and select TourCMS Shop > Customisations > Other Customisations. You must then tick the ‘Enable Customer Login Feature’ setting. After selecting this option, ensure you click ‘Save changes’ at the bottom of the page.
Once saved, the 'My account' option will appear at the top of your website.
How to log in (for your customers)
A new "My account" menu is located at the top of the website.
Clicking this menu presents a dropdown with two options:
Log in or sign up: This option leads to the magic link login process.
Support: This directs users to the existing Contact / FAQ page.
Selecting "Log in or sign up" opens a modal window where the customer is prompted to enter their email address.
Existing Customers: If the entered email address matches an existing customer username in TourCMS, the customer will receive an email with a unique magic login link and instructions on the next steps.
New Customers: If the email address is not recognised, the customer will be asked to provide their name. Upon submission, a new customer record will be created in TourCMS, and they will receive both a welcome email and a separate email containing their magic login link.
Marketing Opt-in: Whether the customer is new or existing, if they have selected the "Send me discounts" option, their details will be automatically forwarded to MailChimp for marketing communications.
The magic link email
Customers do not require a password to log in to ensure secure and seamless access. Instead, a unique "magic link" is sent to their email address.
This link is valid for a single use and expires 20 minutes after initiating the login process.
Clicking the magic link will automatically log the customer into the "My account" section of your Gray Line website.
If a customer attempts to use an expired or already used link, they will be prompted to begin the login process again by entering their email address.
Managing Bookings within "My account"
Once logged in, the "Bookings" view displays all reservations where the logged-in customer's email address matches the lead customer's details in TourCMS.
Bookings are listed with the newest first (based on the booked date).
Historic and cancelled bookings are indicated.
Booking details
Clicking on a specific booking in the list opens the "Booking details" page. Here, customers can view:
The specific tours are included in their booking.
The original payment amount in their local currency.
An indication of whether the booking has been fully or partially refunded or cancelled.
Printing tickets
A "Print tickets" option allows the customer to generate and view the standard Gray Line voucher within the booking details. This voucher is accessible after checkout and in the booking confirmation email.
Cancelling bookings
If the cancellation policies of the booked tours permit, a "Cancel booking" button will be available within the booking details.
This button opens a confirmation window, prompting the customer to verify their cancellation request.
If the customer proceeds with the cancellation, the booking will be fully cancelled.
The same "Notify refund to staff" email will be triggered as if the cancellation had been initiated via the Harry Chatbot. Relevant staff should then process any applicable refunds according to the established procedures.
The profile page
The "Profile" page, accessible within the "My account" section, allows customers to review the contact details currently associated with their account.