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  Public Ticket #2440188
Customer roles
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  • Leanne Bird started the conversation

    Hi I am interested in purchasing Amelia - looks like it has everything I need. However I have a couple of questions 

    1. Does it work well with Elementor?

    2. Are the customers saved as wp users and assigned wp roles? Will they require a separate login for your plug in?

    3. I know this is a long shot but is there more than one customer role? I'd like to somehow give members free class and therefore have a discount applied to certain services for a particular role. 

    4. Does it integrate with ical or mailchimp?

    5. Can you set a coupon to only be valid when they book say 5 sessions or more at once?

    6. What are 'onsite payments'? Also, if someone pays their woocommerce invoice will it automatically update. Can people pay by card instead of invoice with woocommerce? Can you limit invoice sending to certain services?

    7. Can you quickly get a list of attendees to group events and is there a way to tick off that they have attended?

    8. Does the zoom link only appear once they have booked?

    Think that is it! Sorry for so many questions. 

    Thank you in advance.

    Leanne

  • [deleted] replied

    Hi Leanne Bird,

    Thank you for your interest in our plugin.

    1. Yes, it works with Elementor. We do have a small issue with Elementor popup but we have a solution for this so if you plan to use it you can contact our support for help.

    2. Customers can be saved as wp users. Each customer can have Amelia WordPress Customer user role in our plugin. This role you can add manually to each customer after they make first appointment and their profile is created in our plugin or you can turn on the option for automatically making of Amelia customer users each time when a new customer creates the appointment. Once they get that user role they receive automatic email from WordPress with login credentials and a URL link where they can set their password. With those credentials they can log in and see only their appointments. By default they can cancel the appointment but you can also allow them to reschedule the appointment on the Calendar page. We also have Front-end Customers panel so they can login on the front-end page on which you add panel shortcode and track, cancel or reschedule their appointments and events.

    3. You can create coupon in our plugin and assign it to the certain services. As for the double role we don't have this option but some of our users have used User role editor and achieved to have double roles.

    4. Not at the moment. We have integration with Google cal, and the next one that we will add is with Outlook calendar. The ical will come later since we had more requests for Outlook then for the iCal. As for the Mailchimp, we don't have direct integrations but we have WebHooks that we made for sending appointment details to third party applications as Mailchimp is. More about this you can read here.

    5. Booking multiple sessions at once is possible only if you use our newest option Recurring Appointments. You can also set on the coupon side after X numbers of bookings the coupon to be sent to customers but you should know that only the same services are counted. 

    6. On-site payment method means that customer will pay once he comes to the appointment. The status of our payment will be paid once the woocommerce payment is processed, on-hold and completed. People can pay by card through WooCommerce. We also have Stripe integrated in our plugin directly for card payments. However invoices can be sent only through WooCommerce and you cannot limit sending to just certain services.

    7. We have option to export the list to CSV file but we don't have option to mark attendance.

    8. Yes, the Zoom link appears only for the booked appointments.

    Best regards.