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How to configure User Dashboard?

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The User Dashboard in WP Travel Engine offers flexible options to manage user accounts and registrations, enhancing the booking experience for your customers. These settings allow you to automate account creation, enforce registration for bookings, and streamline the signup process.

This guide explains each available setting and provides instructions on configuring the User Dashboard in WP Travel Engine.

Accessing the User Dashboard Settings #

To configure the User Dashboard:

  1. Log in to your WordPress Admin Dashboard.
  2. Navigate to WP Travel Engine > Settings > Dashboard > User Dashboard.
  3. Here, you will find the options to configure account management and registration preferences.

Settings in the User Dashboard #

1. Automatically Generate User Account #

  • Description:
    Enabling this toggle will automatically create a user account (username and password) when a customer books a trip. The account details will be sent to the customer via email.
  • Behavior:
    • When Enabled, the manual signup/registration option is disabled, and accounts are generated automatically.
    • When Disabled, additional registration-related options become available.
  • How to Configure:
    1. Toggle the Automatically Generate User Account option to On or Off based on your requirements.
    2. Save changes.

If manual signup or registration is required on your website, ensure this option is Disabled.

Additional Settings (Visible When Automatically Generate User Account is Disabled) #

If the Automatically Generate User Account option is disabled, the following additional settings become available:

a. Require Registration for Booking #

  • Description:
    Enabling this toggle requires customers to sign in or create an account to complete trip bookings. Without an account, they cannot proceed to the checkout page.
  • How to Configure:
    1. Toggle Require Registration for Booking to On to enforce account registration during booking.
    2. Save changes.

b. Customer Registration #

  • Description:
    This toggle allows or restricts customers from creating new accounts on the My Account page.
    • When Enabled, customers can create new accounts.
    • When Disabled, the option to create a new account is hidden from the My Account page.
  • How to Configure:
    1. Toggle Customer Registration to On to allow customer registrations.
    2. Save changes.

c. Generate Username From Customer Email #

  • Description:
    Enabling this toggle generates the customer’s username automatically using their email address. This simplifies the signup process by removing the need for customers to manually choose a username.
  • How to Configure:
    1. Toggle Generate Username From Customer Email to On.
    2. Save changes.

d. Generate Secure Password #

  • Description:
    When enabled, customers will receive a strong, randomly generated password upon signup. This ensures enhanced security for customer accounts.
  • How to Configure:
    1. Toggle Generate Secure Password to On to enable automatic password generation.
    2. Save changes.

Example Scenarios #

Scenario 1: Simplified Booking with Automatic Account Creation #

  • Use Case: You want to streamline the booking process without requiring customers to sign up manually.
  • Settings:
    • Enable Automatically Generate User Account.

Result:
Accounts are created automatically, and login details are emailed to customers after booking.

Scenario 2: Enforce Account Creation for Booking #

  • Use Case: You want customers to sign in or create an account before completing a booking.
  • Settings:
    • Disable Automatically Generate User Account.
    • Enable Require Registration for Booking.

Result:
Customers must register or log in to book trips.

Scenario 3: Enhanced Security for User Accounts #

  • Use Case: You want to ensure secure user accounts with strong passwords and auto-generated usernames.
  • Settings:
    • Disable Automatically Generate User Account.
    • Enable Generate Username From Customer Email.
    • Enable Generate Secure Password.

Result:
Customer accounts have auto-generated usernames and strong, randomly generated passwords.

Conclusion #

The User Dashboard settings in WP Travel Engine provide powerful tools to manage user accounts and registrations. Whether you prefer automated account creation or require customers to register manually, these settings ensure flexibility and security for both you and your users.

Configure these options based on your website’s requirements to provide a seamless and user-friendly booking experience. For further assistance, refer to the WP Travel Engine documentation or contact support.