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 #2351512
Back end customer menu
Closed

Comments

  •  1
    Jomari Henry started the conversation
    April 6, 2020 at 10:59am

    Hello,

    I am interested in using Amelia as my clinical website's booking plugin, I was just wondering whether I can customize the back-end Customer form and add fields to gather more information and if the customer page can track a specific customer's past appointments and services through my back end panel?

  • [deleted] replied
    April 6, 2020 at 1:23pm

    Hi Jomari,

    Thanks for your interest.

    We have custom fields with which you can easily ask for any additional information you may need from your customers. You can find more about custom fields here. 

    On the backend, you can see past appointments for each customer and add notes.

    Hope this helps and let me know if you have further questions.


  •  1
    Jomari Henry replied
    April 6, 2020 at 3:00pm

    Hi, 

    Final question, how do I add notes for the past appointments of my customers? Also, are all the information compiled onto a single menu or are they separated per appointment instance?

    Thank you so much

  •  1
    Jomari Henry replied
    April 6, 2020 at 3:05pm

    To give you a clearer idea of what I am trying to accomplish, I am trying to create an appointment system for my veterinary clinic website, and I would love it if I had the past records of all of my clients who've reserved with the website so that I'd see whatever service and treatment they might have gotten from us already.

  • [deleted] replied
    April 6, 2020 at 4:39pm

    Hi,

    Yes, I understand, on Appointment page you can filter per customer and date range, so you can see all appointments for respective client. When you enter appointment you can add note.

    Take a look at our demo website: https://sports.wpamelia.com/wp-admin/admin.php?page=wpamelia-appointments#/appointments

  •  1
    Jomari Henry replied
    April 6, 2020 at 4:45pm

    Thank you so much for your assistance. I'll process the purchase tomorrow ASAP. 


    Thanks a lot!