I am having issues with customers being able to see their customer portal in the desired way.
This relates to the setting of "Automatically create WP User" when customers are booking appointments. I need to have this setting disabled, as I cannot have new customers receiving default Wordpress emails.
When this setting is unchecked, Amelia customers cannot view the portal automatically after making an appointment- have to be manually associated with a Wordpress User after the appointment is made. This is even if they are logged into a Wordpress account that already has Amelia Customer role when they are making the appointment.
My question is this- is there any custom PHP code you can help me with that would solve this issue and associate the new Amelia booking appointment with the logged in Wordpress user automatically?
Basically, this would function in the same way as your "Automatically create WP User" function, except the user already has a Wordpress account and is booking the appointment while logged into their Wordpress account (with Amelia Customer role).
We've just tested this use case - "Automatically create WP User" is disabled, a WP user is logged in to the back-end and books an appointment. This WP User is automatically connected to the customer in Amelia (that booked an appointment) and when you just reload the customer panel page (after you booked an appointment while logged in) the user will be logged in to the Panel as well and they will be able to see their appointment there.
Could you please tell me have you done exactly the same and the outcome was not the same? If yes, please provide me a temporary WP-admin login for your site where this happens, so we could log in and take a look. We do not interfere with any data or anything else except for the plugin (in case that’s a production version of the site), and of course we do not provide login data to third party. You can write credentials here just check Private Reply so nobody can see them except us.
I am having issues with customers being able to see their customer portal in the desired way.
This relates to the setting of "Automatically create WP User" when customers are booking appointments. I need to have this setting disabled, as I cannot have new customers receiving default Wordpress emails.
When this setting is unchecked, Amelia customers cannot view the portal automatically after making an appointment- have to be manually associated with a Wordpress User after the appointment is made. This is even if they are logged into a Wordpress account that already has Amelia Customer role when they are making the appointment.
My question is this- is there any custom PHP code you can help me with that would solve this issue and associate the new Amelia booking appointment with the logged in Wordpress user automatically?
Basically, this would function in the same way as your "Automatically create WP User" function, except the user already has a Wordpress account and is booking the appointment while logged into their Wordpress account (with Amelia Customer role).
Hello Ryan,
We've just tested this use case - "Automatically create WP User" is disabled, a WP user is logged in to the back-end and books an appointment. This WP User is automatically connected to the customer in Amelia (that booked an appointment) and when you just reload the customer panel page (after you booked an appointment while logged in) the user will be logged in to the Panel as well and they will be able to see their appointment there.
Could you please tell me have you done exactly the same and the outcome was not the same? If yes, please provide me a temporary WP-admin login for your site where this happens, so we could log in and take a look. We do not interfere with any data or anything else except for the plugin (in case that’s a production version of the site), and of course we do not provide login data to third party. You can write credentials here just check Private Reply so nobody can see them except us.