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!

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  Public Ticket #2206628
Customer Dashboard personal account
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Comments

  • JustDoIt123 started the conversation

    Can i give mour customers a personal account page where they can control over their upcoming and past reservations ??

  • [deleted] replied

    Hello JustDoIt123,

    Yes, you can. You can give them Amelia Customer role which enables your customers to see their appointments in the back-end calendar, and on the appointments list, and also enables them to cancel their appointments on the appointments list. 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.

    You can read more about Users and Roles, Roles settings, and Customers in our documentation following the links.

    If you have any further questions or concerns feel free to ask,