We're Moving to a New Support Platform – Starting June 1st!

We’re excited to let you know that starting June 1st, we’ll be transitioning to a new support system that will be available directly on our product websites – Amelia, wpDataTables, and Report Builder. In fact, the new support platform is already live for Amelia and wpDataTables, and we encourage you to reach out to us there.

You'll always be able to reach us through a widget in the bottom right corner of each website, where you can ask questions, report issues, or simply get assistance.

While we still do not offer live support, a new advanced, AI-powered assistant, trained on our documentation, use cases, and real conversations with our team, is there to help with basic to intermediate questions in no time.

We're doing our best to make this transition smooth and hassle-free. After June 1st, this current support website will redirect you to the new "Contact Us" pages on our product sites.

Thanks for your continued support and trust – we’re excited to bring you an even better support experience!

Okay
  Public Ticket #1979329
New Wordpress User Created?
Closed

Comments

  • Sean Alsobrooks started the conversation

    When a visitor books an appointment for the first time, are they automatically created as a new user in Wordpress?

    Thanks!

  • [deleted] replied

    Hi Sean,

    Thank you for your inquiry.

    They can be created because we have this option but it is not enabled by default. By default, users are not automatically created after the booking, but we have option in our Roles Settings "Automatically create Amelia Customer user", and if you enable it, after the customer schedules the appointment for the first time he will be automatically created as new Amelia WordPress Customer user, and he will get an email with his username and URL link to set a password. If this option is disabled, customer's profile will be created on the Customers page in the back-end, and you will need to manually add a user role on the customer's profile.

    Best regards.

  • Sean Alsobrooks replied

    Thanks for following up.

    One more quick question, are the appointments a custom post type assigned to users?

  • [deleted] replied

    Hi Sean,

    Not sure that I have understand the question. Can you please explain in more details?

    Best regards.

  • Sean Alsobrooks replied

    When appointments are created by visitors, are (can) they (be) created in WP as a custom post type that are assigned to that WP user (the visitor)?

  • [deleted] replied

    Hi Sean,

    Unfortunately appointments cannot be created as custom post types assigned to the WP users.

    Best regards.

  • Sean Alsobrooks replied

    I am using gravity forms to capture some additional info from my customers after they book their appointment.  Is it possible to dynamically pass over some of the data from the booking to pre-populate the form?  It is possible with Gravity Forms, just wondering if it would be possible with Amelia.  I've attached a screen shot from Gravity Forms Admin showing what they are looking for. 

    If it is doable, can you please provide documentation or instructions on the specific strings that I am able to pass to the form?

    Thanks!

    Sean

  • Sean Alsobrooks replied

    https://docs.gravityforms.com/using-dynamic-population/ Just in case, some documentation from Gravity Forms - thank you!

  • [deleted] replied

    Hi Sean,

    It is possible to use our preselected booking parameters to add a specific shortcode, for one specific service, employee, category etc. if you mean something like that (more about it you can read here). However, if you thought on something like passing customers' data then something like this is not possible. Our plugin only recognizes the WordPress users and fill their data in the booking form.

    Best regards.