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  Public Ticket #1819810
Cancelation
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Comments

  •  11
    Roxane started the conversation

    Hi, 

    I saw in the email notifications on the dashboard that we can design a cancelation email however I cannot find the way to configure the booking cancelation itself. I read that it is possible but I do not know how to do it without creating a customer account so without passing through the back end area.

    Someone to help me ? :)

    Thank you very much, 

  •  119
    Isidora replied

    Hi Roxane,

    Thank you for your inquiry,

    You have two options for canceling:

    1. Customer can cancel through the URL link that they receive in email. This you can set on the Notifications page. Depending on which Default Appointment status you have set you can put URL cancelation link in one of the Pending or Approved notifications (or you can put it in both). To do this, on the notifications page click on the Show Email Placeholders option, the first one is appointment cancel url, click on it (one click does the copy action), and paste it in the text of the email (you can also change other placeholders in default email text that we have set, and change all text to better suit your needs. Once you do that, click Save and every time your customer makes an appointment he will receive an email with this link. 
    2. Your customers can cancel through the back-end. For that they need to have created Customer user role. Each time when a new customer schedules your appointment he gets a profile on the customers page. There you can manually set WordPress user for each customer, or, you can set this to be automatically. To set this action to be automatic go to the Roles Settings (on the Settings page), and on the customers tab enable the option Automatically create Amelia Customer user. So each time when a new customer schedules he will get Customer role, and automatic email with login credentials. Once the customer logs in he can only see his appointments with option to Cancel (he doesn't see other pages).

    Sorry for this long explanation, I just wanted to explain you all options. If you need any help (because I know that this is maybe confusing), please do not hesitate to ask.

    Please help us make Amelia even better by answering 10 quick questions about your user experience. It will only take 2 minutes for you, but will mean a lot for us to understand our customers better! https://www.surveymonkey.com/r/87ZGC5R

    Kind Regards, 
    Isidora Markovic 
    isidora.markovic@touchmesoft.net

     

  •  11
    Roxane replied

    Hi Isidora, 

    Nice to talk to you ! 

    The first option is the one I was looking for ! I tried it, however, in the email test I receive it does not put any link. It just put the "%appointment_cancel_url%" like this. May be I need to configure the cancel url link elsewhere ? 

    Thank you, 

  •  119
    Isidora replied

    Hi Roxane,

    Thank you.

    The placeholders in test mail remain as placeholders but in the real email they are shown like it should. You can create one test customer on the customers page (set your test email there), and create an appointment with it (you can do this on the back-end on the appointments page). So you can check if it is working like it should. Once the customer clicks on the link the appointment status is changed to Cancel. 

    Also, we have option to set URL links for successful and unsuccessful cancelation (you can see at the attachment below), so you can set this also.

    Attached files:  Screen Shot 2018-12-13 at 3.25.39 PM.png

    Please help us make Amelia even better by answering 10 quick questions about your user experience. It will only take 2 minutes for you, but will mean a lot for us to understand our customers better! https://www.surveymonkey.com/r/87ZGC5R

    Kind Regards, 
    Isidora Markovic 
    isidora.markovic@touchmesoft.net

     

  •  11
    Roxane replied

    Perfect, I tried with a customer test and this works, thank you !

    Do you know if it is possible for employee to cancel a booking ? Is this possible with this URL link ?

    Thank you

  •  119
    Isidora replied

    Hi Roxane,

    You are welcome.

    The employee cannot cancel the appointment with this link. The employee can Reject appointment when he logs in into the Amelia's back-end. Same as for the customer, you can add WordPress user to each employee (more about it you can read here), they will receive automatic email with username and password and once they log in they can track their appointments. If you want your employees to be able to change the appointment's status you need to enable Allow employees managing their appointments option in Roles settings on Settings page. Then they will be able to change status, edit or add appointments. 

    Please help us make Amelia even better by answering 10 quick questions about your user experience. It will only take 2 minutes for you, but will mean a lot for us to understand our customers better! https://www.surveymonkey.com/r/87ZGC5R

    Kind Regards, 
    Isidora Markovic 
    isidora.markovic@touchmesoft.net