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  Public Ticket #2065130
Amelia customer Account
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Comments

  •  2
    Agamax79 started the conversation

    Hello,

    How do you solve the problem of a returning customer booking another appointment on a later date. Any time he enters his email on the customer's page during booking, he is told the email already exists and he has to use another email. This leads to the customers creating duplicate email address. Is there a feature for a returning customer to log in with his previous email at booking?

    What about users accessing their booking history after login in?

    Can we have a placeholder (url) in the notifications which links the employee directly to his bookings for approval upon receiving an email notification.

    Thank you

    Max

  •  472
    Isidora replied

    Hi Agamax79,
    Thank you for your purchase.

    You have option in Roles settings for customer - Check customer’s name for existing email when booking  – This option allows you to choose whether you want to check customer’s name for existing email or not. By default, this option is enabled and your customers won’t be able to use the same email for booking with different first and last name. If you don’t want this, disable the option and your existing customers will be able to enter different information when they are booking with the same email.

    You can check in Users and Roles in the Amelia WordPress Booking Plugin what Amelia users can use in back-end of plugin depending on their role.

    • "Can we have a placeholder (url) in the notifications which links the employee directly to his bookings for approval upon receiving an email notification."

    Unfortunately that is not possible with built in features of plugin. Thank you for your suggestion. We carefully follow customers requirements and try to implement most of them if they appear in requests from time to time, so we will add to our idea list and look into some possible solutions on plugin side in the future.

    Best regards.

    Kind Regards, 

    Isidora Markovic

    wpDataTables: FAQFacebookTwitterFront-end and back-end demoDocs

    Amelia: FAQFacebookTwitter |  Amelia demo sites | Docs

    You can try our wpDataTables add-ons before purchase on these sandbox sites:

    Powerful FiltersGravity Forms Integration for wpDataTablesFormidable Forms Integration for wpDataTables

  •  2
    Agamax79 replied

    Thank you Sir. I hope my feature request will get enough votes to be featured in future updates. In the meantime I found a way around it by using hyperlink to the appointments page in the admin backend.

    I have another question: Are login customers able to access their booking history?

  •  472
    Isidora replied

    Hi Agamax79,

    You are welcome.

    As you can find in our documentation about Amelia customer role(link already provided in previous post):

    The “Amelia Customer” role enables your customers to see their appointments in the backend calendar, and on the appointments list, and also enables them to cancel their appointments on the appointments list. From version 1.4.4 they can also reschedule their appointments by drag and drop or “Edit” option on their Calendar. Please be aware that this is possible only for single appointments. To give them this permission you need to enable the option “Allow customers to reschedule their own appointments” in the “Roles Settings”.

    Once you create a new Amelia Customer an automatic email will be sent to your customer with a username and a URL link where they can set their password.

    If you want to add this role to one or more customers you can do it in the same way you would for the employees:

    1. Go to the “Customer” modal, click on the “WordPress User” option, and click on the “Create New” button
    2. From the WordPress menu go to Users » Add new and create a WordPress user with “Amelia Customer” role. After you create a WordPress user, go to the “Customer” modal and under the “WordPress User” option select the WordPress user you’ve previously created.
    3. You can also enable the automatic creation of “Amelia Customer” user. To do this, go to the “Roles Settings”, on the Customer tab and you will see an option “Automatically create Amelia Customer user”. Enable this option and from that point each time when a new customer schedules the appointment he will automatically get the customer user role and an email with the username, URL link for setting the password and a link to your booking form.

    Best regards.

    Kind Regards, 

    Isidora Markovic

    wpDataTables: FAQFacebookTwitterFront-end and back-end demoDocs

    Amelia: FAQFacebookTwitter |  Amelia demo sites | Docs

    You can try our wpDataTables add-ons before purchase on these sandbox sites:

    Powerful FiltersGravity Forms Integration for wpDataTablesFormidable Forms Integration for wpDataTables