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:
Go to the “Customer” modal, click on the “WordPress User” option, and click on the “Create New” button
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.
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.
Can i give mour customers a personal account page where they can control over their upcoming and past reservations ??
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:
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,