Once a computer has visited my site and made a booking, it cannot be used to book an appointment for a different user, presumably because of aggressive use of cookies. The name, email address, and phone number are greyed out in the final booking step, and cannot be edited. If one of the details is wrong, there is (apparently) no capacity to change it through the front end.
If you are logged in into WordPress, then Confirm Booking form will be populated with the WordPress user data (First Name, Last Name and Email). Once you book the appointment while you are logged in, new Amelia Customer will be created and connected with this WordPress user automatically. If you are logged in as WordPress Administrator new Amelia user will be also created but it will not be Amelia Customer than Amelia Admin and it will not be visible on the Customers page. So if you are testing as an Administrator user, then I suggest you to test it from incognito window or when you are not logged in in WordPress.
Next time when you come back and you are logged in with the same WordPress user, your data will be populated and disabled. If it wouldn't be disabled then customers will each time be available to edit their data (First Name, Last Name and Email).
If you have any suggestion how it should work please propose it and we will think about it and reconsider to maybe make changes for one of the future releases.
I don't intend to have customers register as Word Press users, and if this is necessary to use the plugin then it might not be possible for me to adapt the plugin to my needs. Clients should be able to visit the site and make a booking without interacting with the back end at all, and without having a Word Press account.
People have far too many passwords to remember in their life. I don't want my site to add to that, and many of my patients would not have the cognitive resources to set up a Word Press account and remember the password.
I have no hints anywhere on my site that it is a Word Press site, and don't want to change that.
The problem appears to be related to the fact that I am logged in, which I must be to edit the site... I guess I need to log out to test the site as a client. That's a bit cumbersome, but doable.
"I don't intend to have customers register as Word Press users, and if this is necessary to use the plugin then it might not be possible for me to adapt the plugin to my needs. Clients should be able to visit the site and make a booking without interacting with the back end at all, and without having a Word Press account."
- I think you misunderstood me. Of course that customers are able to book appointments without interacting with the back end at all. They can just visit your website and book an appointment without logging in into WordPress.
"The problem appears to be related to the fact that I am logged in, which I must be to edit the site... I guess I need to log out to test the site as a client. That's a bit cumbersome, but doable."
- I propose you to open a private mode window in your browser to test the site. Like that you don't need to logout from the first window.
Once a computer has visited my site and made a booking, it cannot be used to book an appointment for a different user, presumably because of aggressive use of cookies. The name, email address, and phone number are greyed out in the final booking step, and cannot be edited. If one of the details is wrong, there is (apparently) no capacity to change it through the front end.
Hi Craig McColl,
If you are logged in into WordPress, then Confirm Booking form will be populated with the WordPress user data (First Name, Last Name and Email). Once you book the appointment while you are logged in, new Amelia Customer will be created and connected with this WordPress user automatically. If you are logged in as WordPress Administrator new Amelia user will be also created but it will not be Amelia Customer than Amelia Admin and it will not be visible on the Customers page. So if you are testing as an Administrator user, then I suggest you to test it from incognito window or when you are not logged in in WordPress.
Next time when you come back and you are logged in with the same WordPress user, your data will be populated and disabled. If it wouldn't be disabled then customers will each time be available to edit their data (First Name, Last Name and Email).
If you have any suggestion how it should work please propose it and we will think about it and reconsider to maybe make changes for one of the future releases.
I don't intend to have customers register as Word Press users, and if this is necessary to use the plugin then it might not be possible for me to adapt the plugin to my needs. Clients should be able to visit the site and make a booking without interacting with the back end at all, and without having a Word Press account.
People have far too many passwords to remember in their life. I don't want my site to add to that, and many of my patients would not have the cognitive resources to set up a Word Press account and remember the password.
I have no hints anywhere on my site that it is a Word Press site, and don't want to change that.
The problem appears to be related to the fact that I am logged in, which I must be to edit the site... I guess I need to log out to test the site as a client. That's a bit cumbersome, but doable.
Hi Craig McColl,
"I don't intend to have customers register as Word Press users, and if this is necessary to use the plugin then it might not be possible for me to adapt the plugin to my needs. Clients should be able to visit the site and make a booking without interacting with the back end at all, and without having a Word Press account."
- I think you misunderstood me. Of course that customers are able to book appointments without interacting with the back end at all. They can just visit your website and book an appointment without logging in into WordPress.
"The problem appears to be related to the fact that I am logged in, which I must be to edit the site... I guess I need to log out to test the site as a client. That's a bit cumbersome, but doable."
- I propose you to open a private mode window in your browser to test the site. Like that you don't need to logout from the first window.
"I propose you to open a private mode window in your browser to test the site. Like that you don't need to logout from the first window."
Good idea, thanks. I will try that.