Configure Customer Cancellation, Rescheduling, and Portal Access

Yo Booking supports token-protected cancel and reschedule actions plus [yo-booking-portal] for signed-in customers. Customer actions remain subject to the configured deadlines and conflict checks.

Open the feature

Go to Yo Booking > Settings > General.

Before you start

• Set cancellation and rescheduling deadlines.
• Choose a page restricted to signed-in customers for the portal.

Recommended workflow

1. Publish [yo-booking-portal] on the customer portal page.
2. Confirm appointment emails include the intended manage links.
3. Open an eligible appointment through a secure token link.
4. Test cancellation and rescheduling inside and outside the deadline.
5. Sign in as a customer and verify Upcoming and Past appointments in the portal.

What success looks like

• Expired, invalid, or reused action tokens fail safely.
• Successful customer changes update the appointment, audit trail, and configured notifications.

Important notes

• Do not expose raw appointment identifiers as an authorization mechanism.
• Administrators may override customer-facing restrictions only when business policy permits.

Release and support resources

• View the product page
• Install the stable free version from WordPress.org
• Review the official release notes