- How to set a service to be available only at a specific time slot or is this only achieved by setting each individual assigned employee's work hours for that service?
- How to set availability for service (ref above) or an employees work hours to be on a fortnightly (or other) recurrence pattern (ie not only weekly)
- How to export only registrants for a class prior to class start
- Can I set resources for appointment types eg I have 3 massage tables, 2 desks, 5 cupping sets available for the clinic and need to allocate them to a specific booking
- Can I export clients and their history from a different service (eg acuity) and then import that into Amelia to have their history at hand?
We do not have resources booking in Amelia for now.
It is possible with PHP admin, but you have to have specific format that have id, status, type, firstName i lastName.
Appointments’ duration depends mainly on the service duration, and also on the duration of any added extras. If, for example, you have a service that lasts 2 hours together with an extra service that takes an additional 30 minutes, if your customer chooses the extra service, he or she will see 2 and a half time slots when they choose a time slot for their appointment. If they choose a service without an extra, the duration of the appointment will be the same as the service duration (2 hours).
I have played with it int the free version and can identify I would need to import clients into amelia_users table, appointment details into amelia_appointments table and then link the two through amelia_customers_booking table.
In the customers_booking table there is a token field, which based on test data does not appear to be referenced in any other table. Can I safely place any random string in here? If so does this need to be unique?
Being able to migrate my data will be the selling point for me (even if it is a convoluted route to get there without a native import function)
Yes it is simply calculating the fee prior to sending the final amount to stripe / paypal for processing. Would require a variable to be set by user for the fixed fee amount and the percentage based on what they are being charged by the platform.
I would love an answer re: the token field in customer_booking table
Also is there any way to customise notifications based on appointment type eg notification text A for initial appointment and notification text B for follow up appointment?
Most probably the code would need to be changed in order to achieve it for the fee to be on the customer's side.
You can set appointments for all services, but there are different appointment types and each can be customised, more about each type you can see here: https://wpamelia.com/notifications/
Appointments has predefined length, but you can add Extras to each service that can have duration for example 30 minutes and customer can add one or multiple extras to the appointment, to the extras can have price as well.
Yes I'm aware the code would need to be changed, I'm guessing that isn't currently on the roady map?
I think you may have misunderstood my question around notifications. I can see different types of notifications, but they seem to be only set to all appointments. It doesn't seem like a could for example disable a reminder for just one appointment type. Or have an appointment reminder for a yoga class remind them to bring a mat as opposed to a reminder for a meditation class reminding them to bring a stool ie customisable by appointment type. Am I missing something?
Extras seems like way possible way around variable appointment lengths, thought not perfect for my needs!
How can a customer book in family ie I have a family that I treat, and the mother is responsible for bookings. I cannot create a user for each child in the family with the same email address (it's a required key in the database). If I create a customer for each child in the family without an email address then how does the mother access and book / edit their appointments through the customer dashboard?
Sorry for the late reply we do not work on weekends.
The only option for using the same email for the different customers is to add '+' in the email address.
For example, if someone is registered with his address [email protected], you can add her child with [email protected], so all the notifications will get in her inbox, but she will be able to access different panel.
You can see customer history of the appointments page, you just need to filter per customer and date range.
I think it would be more intuitive and user friendly for this data to be accessed directly through the customer record as well!
I appreciate your taking the time to answer my many questions. I have purchased a licence (Amelia is appropriate or one but not all of my projects) and will place further questions outside of this thread as they arise.
I would love to see some more control over appearance etc (eg font sizes, disabling images etc) which I have accomplished with some CSS but would be great as actual controls. Some more control of recurrence schedules (especially the ability to define amount of recurrence (eg every 2/3 weeks) would also be really helpful. Where is the best place to view the roadmap / upcoming features and make feature requests?
FYI I have been able to import my records from Acuity - it required some data manipulation to achieve the correct format in reference to date (and needing to convert dates to GMT was a curve ball!). But is is possible if others are exploring it (though would be so much easier if there was a template to export to and import!)
I undrstand that more flexibility is necessary and we plan to add new customize page, but at the moment I do not have ETA for that,
Thanks for letting me know about importing option, I will see with the developers how we can set some rules to and make a page on documentation for other to have that.
From now on, you can open tickets in Amelia category with your purchase code.
I used excel to populate 3 worksheets (users, appointments & customer_bookings tables) as per the headings in the database.
Some of the steps necessary
- each table required prepopulating row id (set the first row as eg5, then each consecutive as plus1)
- i needed to construct a random booking ID for the bookings table - using excel random generator
- dates needed to be converted to the correct format, adjusted to match GMT (including altering the calculation for daylight savings months)
- all these extra calculations had to be converted into a text string using copy - paste values
- duplicate emails had to be removed and replaced with NULL (eg where mother had same email for family members)
- I added a ";" in a column at the end
Each worksheets was saved from excel into CSV then opened in text edit to remove the header row, replace the ",:" with ; to ensure the correct amount of rows and then saved. On import through PHPMyadmin I had to ensure the line break was set to ";". Import was users, then appointments then bookings
That is a brief overview, sorry don't have time currently to write a complete step by step for you. The process was perhaps not for the everyday user, but not entirely unweildy (once I figured out the intricacies of it).
I wish to know a few things
- How to set a service to be available only at a specific time slot or is this only achieved by setting each individual assigned employee's work hours for that service?
- How to set availability for service (ref above) or an employees work hours to be on a fortnightly (or other) recurrence pattern (ie not only weekly)
- How to export only registrants for a class prior to class start
- Can I set resources for appointment types eg I have 3 massage tables, 2 desks, 5 cupping sets available for the clinic and need to allocate them to a specific booking
- Can I export clients and their history from a different service (eg acuity) and then import that into Amelia to have their history at hand?
Thanks
Hi Dantian,
Thanks for your interest.
Some of those are possible, some are not.
For each employee you can set working hours, days off and special days, take a look here: https://wpamelia.com/employees/
You have export button in top right corner on the appointments page.
We do not have import of the customers unfortunately, you would need to add them manually one by one for now.
OK thanks
So recurrence can only be fortnightly?
There is no way to set a service's time availability?
Resource allocation is not available?
is there at least a way to import the users through php admin?
Hi,
We do not have resources booking in Amelia for now.
It is possible with PHP admin, but you have to have specific format that have id, status, type, firstName i lastName.
Appointments’ duration depends mainly on the service duration, and also on the duration of any added extras. If, for example, you have a service that lasts 2 hours together with an extra service that takes an additional 30 minutes, if your customer chooses the extra service, he or she will see 2 and a half time slots when they choose a time slot for their appointment. If they choose a service without an extra, the duration of the appointment will be the same as the service duration (2 hours).
Hopefully resource booking is on the roadmap!
I have played with it int the free version and can identify I would need to import clients into amelia_users table, appointment details into amelia_appointments table and then link the two through amelia_customers_booking table.
In the customers_booking table there is a token field, which based on test data does not appear to be referenced in any other table. Can I safely place any random string in here? If so does this need to be unique?
Being able to migrate my data will be the selling point for me (even if it is a convoluted route to get there without a native import function)
Sorry another question
When using a payment processor such as Stripe or Paypal they deduct a processing fee. Is there any way to pass this fee on to the client (ideally following the formula described here https://support.stripe.com/questions/passing-the-stripe-fee-on-to-customers)?
I have not tested this, but this should be possible, this is on the side of the Stripe or PayPal, we are providing just integration.
Yes it is simply calculating the fee prior to sending the final amount to stripe / paypal for processing. Would require a variable to be set by user for the fixed fee amount and the percentage based on what they are being charged by the platform.
I would love an answer re: the token field in customer_booking table
Also is there any way to customise notifications based on appointment type eg notification text A for initial appointment and notification text B for follow up appointment?
And another one!
Is there any ability to have appointments with variable length ie the customer can define the length of the appointment
Hi,
Most probably the code would need to be changed in order to achieve it for the fee to be on the customer's side.
You can set appointments for all services, but there are different appointment types and each can be customised, more about each type you can see here: https://wpamelia.com/notifications/
You can see how it looks in Notification page on the backend on our demo website: https://sports.wpamelia.com/
Appointments has predefined length, but you can add Extras to each service that can have duration for example 30 minutes and customer can add one or multiple extras to the appointment, to the extras can have price as well.
Hope this helps!
Hi,
Thanks.
Yes I'm aware the code would need to be changed, I'm guessing that isn't currently on the roady map?
I think you may have misunderstood my question around notifications. I can see different types of notifications, but they seem to be only set to all appointments. It doesn't seem like a could for example disable a reminder for just one appointment type. Or have an appointment reminder for a yoga class remind them to bring a mat as opposed to a reminder for a meditation class reminding them to bring a stool ie customisable by appointment type. Am I missing something?
Extras seems like way possible way around variable appointment lengths, thought not perfect for my needs!
Hi,
No, unfortunately it is not currently on the road map.
Sorry for misunderstanding, I have said that there is one notifications for all appointments but different types of notifications.
OK thanks.
Sorry for so many questions, trying to make sure this is right for me!
In the customer panel, can the events tab be disabled if I'm not running events ie just have it offer appointment and profile?
No problem at all.
Yes, when making a short-code you can choose if you want to show just appointments, just events or both.
How can a customer book in family ie I have a family that I treat, and the mother is responsible for bookings. I cannot create a user for each child in the family with the same email address (it's a required key in the database). If I create a customer for each child in the family without an email address then how does the mother access and book / edit their appointments through the customer dashboard?
Also - how do I view a customer history. When I go to their record I can see their last appointment, but not a full list of their appointments
Hi,
Sorry for the late reply we do not work on weekends.
The only option for using the same email for the different customers is to add '+' in the email address.
For example, if someone is registered with his address [email protected], you can add her child with [email protected], so all the notifications will get in her inbox, but she will be able to access different panel.
You can see customer history of the appointments page, you just need to filter per customer and date range.
OK thanks.
I think it would be more intuitive and user friendly for this data to be accessed directly through the customer record as well!
I appreciate your taking the time to answer my many questions. I have purchased a licence (Amelia is appropriate or one but not all of my projects) and will place further questions outside of this thread as they arise.
I would love to see some more control over appearance etc (eg font sizes, disabling images etc) which I have accomplished with some CSS but would be great as actual controls. Some more control of recurrence schedules (especially the ability to define amount of recurrence (eg every 2/3 weeks) would also be really helpful. Where is the best place to view the roadmap / upcoming features and make feature requests?
FYI I have been able to import my records from Acuity - it required some data manipulation to achieve the correct format in reference to date (and needing to convert dates to GMT was a curve ball!). But is is possible if others are exploring it (though would be so much easier if there was a template to export to and import!)
Hi,
Thanks for your purchase!
Here we have road map and yo can vote or suggested a feature: https://wpamelia.cnflx.io/boards/feature-requests
I undrstand that more flexibility is necessary and we plan to add new customize page, but at the moment I do not have ETA for that,
Thanks for letting me know about importing option, I will see with the developers how we can set some rules to and make a page on documentation for other to have that.
From now on, you can open tickets in Amelia category with your purchase code.
Have a nice day,
Nevena
This is the columns when exporting a user list
First NameLast NamePhoneEmailNotesDays Since Last AppointmentThis is the output when exporting appointments
Start TimeEnd TimeFirst NameLast NamePhoneEmailTypeCalendarAppointment PricePaid?Amount Paid OnlineCertificate CodeNotesDate ScheduledLabelScheduled ByCanceledAppointment IDI used excel to populate 3 worksheets (users, appointments & customer_bookings tables) as per the headings in the database.
Some of the steps necessary
- each table required prepopulating row id (set the first row as eg5, then each consecutive as plus1)
- i needed to construct a random booking ID for the bookings table - using excel random generator
- dates needed to be converted to the correct format, adjusted to match GMT (including altering the calculation for daylight savings months)
- all these extra calculations had to be converted into a text string using copy - paste values
- duplicate emails had to be removed and replaced with NULL (eg where mother had same email for family members)
- I added a ";" in a column at the end
Each worksheets was saved from excel into CSV then opened in text edit to remove the header row, replace the ",:" with ; to ensure the correct amount of rows and then saved. On import through PHPMyadmin I had to ensure the line break was set to ";". Import was users, then appointments then bookings
That is a brief overview, sorry don't have time currently to write a complete step by step for you. The process was perhaps not for the everyday user, but not entirely unweildy (once I figured out the intricacies of it).
Let me know if you have other questions