Users are booking appointments but when they return the system is not populating the form with their previously entered data.
The user fills in the form again and the system rejects their email because there is already a user with that email.
I'm guess the system is not logging the user in as it should when they return and is instead treating them as new users,
I have disabled the "Check customer's name for existing email when booking " but that is an awkward workaround and now we have users with several accounts with different email addresses.
How do we get the system to recognise them and log them in when they return?
Customers information is prepopulated in the booking form when they are booking an appointment while logged in to WordPress or the Amelia Customer panel. If they are not logged in to these, they need to provide their info each time they book an appointment in Amelia.
The option 'Check customer's name for existing email when booking' that you disabled, when enabled is checking if the email already exists in the database, and if it does the name customers are filling in must be completely the same as the one they used first time they booked an appointment - so everything must be the same - big/small letters, maybe some space added by mistake, etc. So, if you don't want this, you can disable this option and it won't check the customers' names in the booking process.
If you have any further questions or concerns feel free to ask,
Thanks, I think that is pretty much what I said in my request.
What I would like is for them not to have to fill in any data if they have been here before. Surely there is a cookie that should be recognised and as you say, all their info pre-populated so they don't need to fill in the details again?
So, your issue is - even though they are logged in to WordPress/or the Customer panel their information (name, email, phone) isn't pre-populated in the Amelia booking form? If this is it, I am not sure why that could happen maybe it is some security, so 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.
Users are booking appointments but when they return the system is not populating the form with their previously entered data.
The user fills in the form again and the system rejects their email because there is already a user with that email.
I'm guess the system is not logging the user in as it should when they return and is instead treating them as new users,
I have disabled the "Check customer's name for existing email when booking " but that is an awkward workaround and now we have users with several accounts with different email addresses.
How do we get the system to recognise them and log them in when they return?
Hello Nico Morgan,
Customers information is prepopulated in the booking form when they are booking an appointment while logged in to WordPress or the Amelia Customer panel. If they are not logged in to these, they need to provide their info each time they book an appointment in Amelia.
The option 'Check customer's name for existing email when booking' that you disabled, when enabled is checking if the email already exists in the database, and if it does the name customers are filling in must be completely the same as the one they used first time they booked an appointment - so everything must be the same - big/small letters, maybe some space added by mistake, etc. So, if you don't want this, you can disable this option and it won't check the customers' names in the booking process.
If you have any further questions or concerns feel free to ask,
Thanks, I think that is pretty much what I said in my request.
What I would like is for them not to have to fill in any data if they have been here before. Surely there is a cookie that should be recognised and as you say, all their info pre-populated so they don't need to fill in the details again?
Why would WP or Amelia log them out?
You are welcome.
So, your issue is - even though they are logged in to WordPress/or the Customer panel their information (name, email, phone) isn't pre-populated in the Amelia booking form? If this is it, I am not sure why that could happen maybe it is some security, so 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've created a new user for you with your email address.