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.
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?
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.
When a visitor books an appointment for the first time, are they automatically created as a new user in Wordpress?
Thanks!
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.
Thanks for following up.
One more quick question, are the appointments a custom post type assigned to users?
Hi Sean,
Not sure that I have understand the question. Can you please explain in more details?
Best regards.
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)?
Hi Sean,
Unfortunately appointments cannot be created as custom post types assigned to the WP users.
Best regards.
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
https://docs.gravityforms.com/using-dynamic-population/ Just in case, some documentation from Gravity Forms - thank you!
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.