Complete Guide to Your heyLOKAL Customer Dashboard
Platform Guides

Complete Guide to Your heyLOKAL Customer Dashboard

11 min read

TL;DR

Maximize your heyLOKAL experience with our comprehensive customer dashboard guide. Discover features, tools, and tips for managing your local service journey.

Introduction

Your heyLOKAL customer dashboard is your personal command center for managing all aspects of your local service experience. From tracking upcoming appointments to managing payment methods and discovering new services, the dashboard puts you in complete control of your local commerce journey. This comprehensive guide explores every feature and shows you how to maximize your experience on the platform.

Accessing Your Customer Dashboard

Getting Started

Your customer dashboard is available 24/7 from any device:

Access Methods:

  • Direct link from any heyLOKAL page
  • Account menu after logging in
  • Mobile app quick access
  • Email links from booking confirmations

Login Options:

  • Email and password
  • Social media integration
  • Single sign-on (SSO) for business accounts
  • Biometric login on mobile devices

Multi-Device Synchronization:
Your dashboard automatically syncs across all devices, ensuring consistent access to your information whether you're on desktop, tablet, or mobile.

Dashboard Overview and Navigation

Main Dashboard Layout

Quick Stats Section:

  • Upcoming appointments count
  • Recent booking activity
  • Review requests pending
  • New service recommendations

Navigation Menu:

  • Bookings and appointments
  • Payment settings and history
  • Profile and preferences
  • Reviews and ratings
  • Notifications and messages

Smart Widgets:

  • Weather-based service suggestions
  • Seasonal service reminders
  • Local business promotions
  • Community events and news

Personalization Features

Customizable Dashboard:

  • Rearrange widgets based on priority
  • Hide or show specific information sections
  • Set preferred default views
  • Customize notification preferences

Preference Learning:
The dashboard learns from your behavior to:

  • Suggest relevant services
  • Highlight preferred businesses
  • Optimize booking time recommendations
  • Customize promotional content

Bookings and Appointments Management

Current Bookings Overview

Upcoming Appointments Display:

  • Chronological list of confirmed bookings
  • Service details and provider information
  • Date, time, and location details
  • Preparation instructions and requirements

Quick Actions:

  • One-click rescheduling options
  • Direct messaging with service providers
  • Add to calendar integrations
  • Share booking details with family/friends

Status Tracking:

  • Booking confirmation status
  • Payment processing updates
  • Provider acceptance notifications
  • Service completion confirmations

Booking History and Records

Comprehensive History:

  • Complete record of past appointments
  • Service provider ratings and reviews
  • Payment receipts and invoicing
  • Service outcomes and follow-up notes

Search and Filter Options:

  • Date range filtering
  • Service category browsing
  • Provider-specific history
  • Cost and payment method sorting

Export and Documentation:

  • Download booking summaries
  • Export for expense reporting
  • Print receipts and confirmations
  • Archive old booking records

Rescheduling and Modifications

Easy Rescheduling Process:

  1. Select booking to modify
  2. Choose new available time slot
  3. Confirm changes with provider
  4. Receive updated confirmation
  5. Automatic calendar sync

Cancellation Management:

  • Clear cancellation policies display
  • Refund timeline information
  • Alternative booking suggestions
  • Cancellation reason feedback (optional)

Group Booking Coordination:

  • Manage multiple participants
  • Split payment options
  • Shared booking calendars
  • Group communication tools

Payment Settings and Financial Management

Payment Methods Management

Supported Payment Options:

  • Credit and debit cards
  • Digital wallets (Apple Pay, Google Pay)
  • Bank account direct debit
  • Business account billing

Security Features:

  • Encrypted payment information storage
  • Two-factor authentication for changes
  • Fraud detection and alerts
  • Secure tokenization for repeat payments

Payment Preferences:

  • Default payment method selection
  • Automatic payment scheduling
  • Split payment configurations
  • Expense category tagging

Financial Tracking and Reporting

Spending Analytics:

  • Monthly and annual spending summaries
  • Service category expense breakdown
  • Provider spending patterns
  • Budget tracking and alerts

Receipt Management:

  • Digital receipt storage
  • Automatic expense categorization
  • Tax-deductible service identification
  • Export for accounting software

Billing and Invoicing:

  • Consolidated monthly statements
  • Individual service invoices
  • Business expense reporting
  • VAT breakdown (where applicable)

Subscription and Recurring Payments

Recurring Service Management:

  • Weekly or monthly service scheduling
  • Automatic payment processing
  • Service provider consistency settings
  • Easy modification or cancellation

Subscription Benefits:

  • Discounted rates for regular services
  • Priority booking access
  • Loyalty rewards accumulation
  • Preferred customer status

Profile and Preferences Management

Personal Information

Basic Profile Details:

  • Contact information and preferences
  • Address and location settings
  • Communication preferences
  • Emergency contact information

Privacy Controls:

  • Information sharing preferences
  • Review visibility settings
  • Marketing communication opt-outs
  • Data retention preferences

Accessibility Options:

  • Large text and contrast settings
  • Screen reader compatibility
  • Keyboard navigation options
  • Language and localization preferences

Service Preferences

Customized Recommendations:

  • Preferred service categories
  • Budget range preferences
  • Location and travel distance limits
  • Time and day availability preferences

Provider Preferences:

  • Favorite service providers
  • Blocked or avoided businesses
  • Gender preferences (where applicable)
  • Language and communication preferences

Notification Settings:

  • Booking reminder timing
  • Promotional offer notifications
  • New service alert preferences
  • Emergency communication settings

Data and Privacy Management

Data Control Options:

  • Download personal data archive
  • Delete specific information types
  • Modify consent preferences
  • Request data corrections

Privacy Protection:

  • Review shared information
  • Control third-party data sharing
  • Manage cookie preferences
  • Set communication boundaries

Reviews and Ratings System

Writing and Managing Reviews

Review Creation Process:

  • Service quality rating (1-5 stars)
  • Detailed written feedback
  • Photo upload options
  • Specific service aspect ratings

Review Categories:

  • Service quality and results
  • Professionalism and communication
  • Value for money
  • Timeliness and reliability
  • Facility cleanliness and ambiance

Review Management:

  • Edit or update existing reviews
  • Add additional comments over time
  • Upload additional photos or evidence
  • Mark reviews as helpful or not

Review Impact and Visibility

Community Contribution:

  • Help other customers make informed decisions
  • Support high-quality service providers
  • Contribute to local business improvement
  • Build trustworthy community marketplace

Review Guidelines:

  • Honest and constructive feedback
  • Specific examples and details
  • Respectful language and tone
  • Relevant and recent experience

Provider Response System:

  • Receive responses from business owners
  • Engage in constructive dialogue
  • Update reviews based on resolution
  • Flag inappropriate responses

Communication and Messaging

Direct Provider Communication

In-Platform Messaging:

  • Secure messaging with service providers
  • Pre-service questions and clarifications
  • Real-time booking updates
  • Post-service follow-up communications

Message History:

  • Complete conversation archives
  • Searchable message content
  • Attachment and photo sharing
  • Message read receipts

Communication Preferences:

  • Preferred communication methods
  • Response time expectations
  • Language and accessibility needs
  • Emergency contact protocols

Notifications and Alerts

Booking Notifications:

  • Confirmation and reminder alerts
  • Schedule change notifications
  • Provider messages and updates
  • Payment and billing confirmations

Promotional Communications:

  • Special offers from preferred providers
  • New service announcements
  • Seasonal promotion alerts
  • Community event notifications

Customizable Alert Settings:

  • Choose notification methods (email, SMS, push)
  • Set reminder timing preferences
  • Select information types to receive
  • Quiet hours and do-not-disturb settings

Discovery and Recommendations

Personalized Service Suggestions

AI-Powered Recommendations:

  • Services based on booking history
  • Seasonal and weather-based suggestions
  • Location-based discoveries
  • Similar customer preferences

Trending Services:

  • Popular services in your area
  • Highly-rated new businesses
  • Seasonal service trends
  • Community favorites and recommendations

Smart Scheduling Suggestions:

  • Optimal booking times based on availability
  • Service provider performance rankings
  • Price comparison and value assessments
  • Convenience and location optimization

Wishlist and Saved Services

Service Bookmarking:

  • Save interesting services for later
  • Create categorized wishlists
  • Set price alerts for expensive services
  • Share wishlists with family and friends

Future Booking Planning:

  • Calendar integration for planned services
  • Budget planning for upcoming needs
  • Seasonal service scheduling
  • Special occasion service preparation

Loyalty and Rewards

Rewards Program Participation

Point Accumulation:

  • Earn points for each service booking
  • Bonus points for reviews and referrals
  • Special event participation rewards
  • Anniversary and milestone bonuses

Reward Redemption:

  • Discount codes for future services
  • Free service credits
  • Exclusive access to premium providers
  • Special promotional opportunities

Tier System Benefits:

  • Bronze, Silver, Gold, and Platinum levels
  • Increasing benefits at each tier
  • Priority customer service
  • Exclusive event invitations

Referral Program

Friend and Family Referrals:

  • Easy sharing tools and referral codes
  • Tracking of successful referrals
  • Rewards for both referrer and referee
  • Social media sharing integration

Business Referrals:

  • Recommend businesses to the platform
  • Earn rewards for successful business additions
  • Community building contributions
  • Local economy support recognition

Mobile Experience and Apps

Mobile Dashboard Features

Mobile-Optimized Interface:

  • Touch-friendly navigation
  • Simplified booking process
  • Quick action shortcuts
  • Offline access to key information

Mobile-Specific Features:

  • GPS-based service discovery
  • Location-based booking suggestions
  • Camera integration for reviews
  • Push notification management

Cross-Platform Synchronization:

  • Seamless data sync across devices
  • Consistent user experience
  • Cloud backup and restoration
  • Multi-device access management

App Integration

Calendar Integration:

  • Automatic appointment syncing
  • Calendar app compatibility
  • Scheduling conflict prevention
  • Reminder and alert coordination

Social Media Sharing:

  • Share positive experiences
  • Recommend services to friends
  • Community engagement features
  • Privacy-controlled sharing options

Support and Help Resources

Customer Support Access

Multiple Support Channels:

  • Live chat during business hours
  • Email support for detailed inquiries
  • Phone support for urgent issues
  • Video call assistance for complex problems

Self-Service Resources:

  • Comprehensive FAQ section
  • Video tutorials and guides
  • Community forums and discussions
  • Troubleshooting wizards

Priority Support Features:

  • Faster response times for premium users
  • Dedicated account managers
  • Proactive problem resolution
  • Escalation pathways for complex issues

Educational Resources

Platform Training:

  • New user onboarding guides
  • Advanced feature tutorials
  • Best practice recommendations
  • Platform update announcements

Service Education:

  • Service category guides
  • Local business spotlights
  • Industry trend information
  • Community events and workshops

Security and Data Protection

Account Security

Authentication Methods:

  • Strong password requirements
  • Two-factor authentication options
  • Biometric login support
  • Single sign-on integration

Security Monitoring:

  • Login attempt monitoring
  • Unusual activity alerts
  • Device management and authorization
  • Regular security updates

Data Protection:

  • Encrypted data transmission
  • Secure data storage
  • GDPR compliance measures
  • Regular security audits

Privacy Controls

Information Sharing:

  • Granular privacy settings
  • Third-party sharing controls
  • Marketing preference management
  • Data retention options

Communication Privacy:

  • Message encryption
  • Conversation confidentiality
  • Provider communication boundaries
  • Opt-out mechanisms

Future Dashboard Enhancements

Planned Features

Enhanced Personalization:

  • Machine learning recommendations
  • Predictive service suggestions
  • Automated scheduling optimization
  • Advanced preference learning

Improved Integration:

  • Smart home device compatibility
  • Voice assistant integration
  • Wearable device connectivity
  • IoT service automation

Community Features:

  • Social networking elements
  • Community event planning
  • Group booking coordination
  • Local business advocacy tools

User Feedback Integration

Continuous Improvement:

  • Regular user experience surveys
  • Feature request voting systems
  • Beta testing program participation
  • Community advisory groups

Conclusion

Your heyLOKAL customer dashboard is designed to be your comprehensive tool for managing and optimizing your local service experience. From simple booking management to sophisticated preference learning and community engagement, the dashboard evolves with your needs and preferences.

By taking full advantage of all available features, you can streamline your service booking process, discover amazing local businesses, build meaningful relationships with service providers, and contribute to the thriving local economy in South-East London.

The dashboard's intuitive design and powerful features make managing your local service needs effortless while providing insights and tools that enhance your overall experience. As the platform continues to evolve, your dashboard will become even more personalized and valuable.

Ready to explore your customer dashboard? Log in to your account and discover all the powerful features waiting to enhance your local service experience.


Your heyLOKAL customer dashboard puts you in control of your local service journey. With powerful management tools, personalized recommendations, and comprehensive support resources, you have everything needed for seamless local commerce experiences.