Okay
  Public Ticket #2474696
Booking Status Process
Closed

Comments

  •  3
    Markus started the conversation

    Hi

    I would urgently need to add "booking confirmation" process. The overall workflow should look like this:

    1. Customer books through Amelia (works already perfectly)

    2. Employee gets notified (works already perfectly)

    3. Employee confirms the booking 


    While (1) and (2) are perfectly covered by your plugin I am not happy with (3). So far the employee can change the booking status in the front end or the back end. This is fine. However, I want him to do that only once. It looks not very professional to the customer if an event gets confirmed, canceled and rescheduled various times. To block this risk only the admin should be able to change the booking status more than once. 

    What options do I have to implement my process? 

    Out of the box I can think about two options:

    -Add code to allow employee a booking status change only once.

    -Block employee from changing booking status in general and collect his feedback outside of Amelia. 


    Giving feedback should be easy and look professional (e.g. button in an email or the customer panel). The employee's feedback (yes or no) should be easy to map with the event itself. That is where an simple email feedback gets dismissed. It does not look professional if employees feedback on a booking inquire via text ("Yes I can take that" or "No I cannot cover that"). Also it would be huge manual effort to map the feedback with the events itself. 


    Sorry for the very long text. This topic is very important to me and my company. 

    Thanks a lot for your support. Very much looking forward to your feedback.

    Regards, Markus

  •  2,572
    Aleksandar replied

    Hello Markus

    Unfortunately, something like this cannot be achieved with Amelia. If the user role has the ability to change the status of an appointment, that user role will be able to do it more than once. The only thing I can offer you, as a workaround, would be to limit your employees so they only have access to the Front-end Employee Panel. There, we could hide all other options but "approved" with some CSS:

    body > div.el-select-dropdown.el-popper > div.el-scrollbar > div.el-select-dropdown__wrap.el-scrollbar__wrap > ul > li:nth-child(2),
    body > div.el-select-dropdown.el-popper > div.el-scrollbar > div.el-select-dropdown__wrap.el-scrollbar__wrap > ul > li:nth-child(3),
    body > div.el-select-dropdown.el-popper > div.el-scrollbar > div.el-select-dropdown__wrap.el-scrollbar__wrap > ul > li:nth-child(4) {
    display: none !important;
    }
    

    And when they edit the appointment, they would see this:

    1280663484.png

    This would also mean that, if they want to cancel or reject the appointment they would need to reach out to the appointment, or a manager.

    If you wish to block employee from editing the appointments, you can do that in Amelia Settings/Roles/Employee.

    I'm not sure I understand all this about feedback. Could you, please, explain in a bit more detail?

    Kind Regards, 

    Aleksandar Vuković
    [email protected]

    Rate my support

    wpDataTables: FAQ | Facebook | Twitter | InstagramFront-end and back-end demo | Docs

    Amelia: FAQ | Facebook | Twitter | InstagramAmelia demo sites | Docs | Discord Community

    You can try wpDataTables add-ons before purchasing on these sandbox sites:

    Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables

  •  3
    Markus replied

    Sir you are brilliant!

    This solves my issue almost perfectly and I am very happy to live with this work around. Thank you so much for your help.

    One more question as you brought it up: How can I limit employees access to front end only? Now with this new panel the back end view is anyway no longer needed. I also want to avoid that new employees get a "new Wordpress user" notification.

    Wish you a nice weekend!

    Regards,

    Markus

  •   Markus replied privately
  •  2,572
    Aleksandar replied

    Hi again Markus

    I'm glad you're satisfied with the workaround!

    If you don't link your employees to a WordPress user, they will not receive the WordPress email with which they can configure their password. For customers, you can simply disable "Automatically create Amelia Customer user" in Roles Settings/Customer, and they will not receive that email.

    In those settings, only under "Employee", you can block your employee from modifying the appointment. So, if you disable these, they should not be able to change any of those highlighted settings:

    9067435911.png

    If you're still having issues, please let me know.

    Kind Regards, 

    Aleksandar Vuković
    [email protected]

    Rate my support

    wpDataTables: FAQ | Facebook | Twitter | InstagramFront-end and back-end demo | Docs

    Amelia: FAQ | Facebook | Twitter | InstagramAmelia demo sites | Docs | Discord Community

    You can try wpDataTables add-ons before purchasing on these sandbox sites:

    Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables

  •  3
    Markus replied

    Hi Aleksandar

    thanks for your fast feedback. I understand when I change the employee settings as you just proposed, the employee would no longer be able to "approve" an appointment. However, this is most crucial for my setup. So I would like to stick to my first plan: Keeping the setup as it is and just hide the not desired areas. Could you please help by providing the corresponding CSS? Thanks a lot.

    Regards, Markus

  •  2,572
    Aleksandar replied

    Oh, right, Markus, sorry about that.

    These are all split into child fields, so I would need to access your employee's panel, and find the CSS you need. They vary from panel to panel, so I don't have one CSS code that will help.

    Please provide me the log-in credentials for one of your employees' panels, and I'll gladly help.

    Kind Regards, 

    Aleksandar Vuković
    [email protected]

    Rate my support

    wpDataTables: FAQ | Facebook | Twitter | InstagramFront-end and back-end demo | Docs

    Amelia: FAQ | Facebook | Twitter | InstagramAmelia demo sites | Docs | Discord Community

    You can try wpDataTables add-ons before purchasing on these sandbox sites:

    Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables

  •   Markus replied privately
  •  2,572
    Aleksandar replied

    Hi again Markus.

    Thanks for the credentials. Sure, I will explain how to find and copy the selectors you need.

    When you open the modal, right-click on the part you wish to hide and inspect the element:

    1262040153.png

    Then, when you hover over the code, that section will be highlighted in the modal. Right-click on the code that highlights the entire div, and go to copy/copy selector:

    4176821730.png

    Paste that selector, and add "display: none !important;", like this:

    #tab-extras {
    display: none !important;
    }
    

    So, now Extras field is hidden:

    9020166499.png

    Continuing with the same logic, the CSS selectors are:

    #tab-payment
    #tab-customFields
    

    You can add them all in one code, so to hide the top tabs, you'd need this:

    #tab-extras, #tab-payment, #tab-customFields {
    display: none !important;
    }
    

    Certain selectors can't be combined, so if it doesn't work when you separate them with a coma, simply add another selector below }

    To hide "Kunde(n)", you can add this:

    #pane-schedule > div:nth-child(1) {
    display: none !important;
    }
    

    All other fields you've marked can be hidden with this:

    #pane-schedule > div.am-selected-dropdown-items > div.am-selected-dropdown-item > div > div.am-align-right.el-col.el-col-24.el-col-sm-9 > div.am-appointment-persons.small {
    display: none !important;
    }
    #pane-schedule > div.am-selected-dropdown-items > div.am-selected-dropdown-item > div > i {
    display: none !important;
    }
    #pane-schedule > div:nth-child(3) {
    display: none !important;
    }
    #pane-schedule > div:nth-child(4) {
    display: none !important;
    }
    #pane-schedule > div.el-row {
    display: none !important;
    }
    #pane-schedule > div:nth-child(7) > div {
    display: none !important;
    }
    #pane-schedule > div:nth-child(9) {
    display: none !important;
    }

    The issue with this is that this CSS applies to "New Appointment" as well, so if you add this, your employees will not be able to enter any of the hidden required fields that are needed to book a new appointment.

    This may be an issue, but if you don't want your employees to add new appointments, it would be fine I guess. Please let me know.

    Kind Regards, 

    Aleksandar Vuković
    [email protected]

    Rate my support

    wpDataTables: FAQ | Facebook | Twitter | InstagramFront-end and back-end demo | Docs

    Amelia: FAQ | Facebook | Twitter | InstagramAmelia demo sites | Docs | Discord Community

    You can try wpDataTables add-ons before purchasing on these sandbox sites:

    Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables

  •  3
    Markus replied

    Dear Aleksandar

    This worked perfectly! Thank you very much for your help and the extra lesson on CSS coding. I am extremly happy with the support.

    Have a nice week. 

    Regards,

  •  2,572
    Aleksandar replied

    You're welcome Markus

    Glad I could be of service.

    If you have any further questions or issues, please feel free to open a new ticket, and we'll gladly help.

    Kind Regards, 

    Aleksandar Vuković
    [email protected]

    Rate my support

    wpDataTables: FAQ | Facebook | Twitter | InstagramFront-end and back-end demo | Docs

    Amelia: FAQ | Facebook | Twitter | InstagramAmelia demo sites | Docs | Discord Community

    You can try wpDataTables add-ons before purchasing on these sandbox sites:

    Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables