Hey there, Awesome Customers!

Just a heads up: We'll be taking a breather to celebrate International Workers' Day (May 1st and 2nd - Wednesday and Thursday) and Orthodox Easter from Good Friday (May 3rd) through Easter Monday (May 6th). So, from May 1st to May 6th, our team will be off enjoying some well-deserved downtime.

During this time, our customer support will be running on a smaller crew, but don't worry! We'll still be around to help with any urgent matters, though it might take us a bit longer than usual to get back to you.

We'll be back in action at full throttle on May 7th (Tuesday), ready to tackle your questions and requests with gusto!

In the meantime, you can explore our documentation for Amelia and wpDataTables. You'll find loads of helpful resources, including articles and handy video tutorials on YouTube (Amelia's YouTube Channel and wpDataTables' YouTube Channel). These gems might just have the answers you're looking for while we're kicking back.

Thanks a bunch for your understanding and support!

Catch you on the flip side!

Warm regards,

TMS

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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,