Hello Amelia team, We have a client that's currently using Bookly, that would like to migrate to Amelia.
Aside from the timezone selector, which I already asked as a feature before, we'd need a way for each employee to leave notes about customers, so that other employees are able to easily view past appointments and customer notes.
Like a medical history, but simplified. Any advice or suggestion to accomplish this with Amelia?
Employee can not create or edit the customer so there is no option to add notes for the customers, but you can add info about the customer in the appointment if that option for editing appointment is enabled in the Roles settings.
If this option is enabled then employee can add info about customer in his/her appointment in front end employee panel.
I've tried the demo and saw how we could add notes to each appointment, but I don't find an easy way for employees to review all notes from past appointments.
Since the service provided it's like a personal coaching for New Germanic Medicine, I'd need something similar than a medical history for each customer.
Some doctors and professionals need to easily review all notes from customer to know what they did on past appointments, and how the customer is handling their issues.
Are you aware of any CRM that integrates with Amelia, that would make this easier?
We have Web Hooks added as an option in our plugin which you can use to connect our plugin through Zapier to any other third party application to send customers and appointments data after each booking, canceling and/or rescheduling action. But in your request we can not tell which other CRM will work.
More about our Web Hooks you can read in our documentation here.
Hello Amelia team,
We have a client that's currently using Bookly, that would like to migrate to Amelia.
Aside from the timezone selector, which I already asked as a feature before, we'd need a way for each employee to leave notes about customers, so that other employees are able to easily view past appointments and customer notes.
Like a medical history, but simplified.
Any advice or suggestion to accomplish this with Amelia?
HI Juan,
Thank you for your inquire.
Employee can not create or edit the customer so there is no option to add notes for the customers, but you can add info about the customer in the appointment if that option for editing appointment is enabled in the Roles settings.
If this option is enabled then employee can add info about customer in his/her appointment in front end employee panel.
Kind Regards,
Miloš Jovanović
[email protected]
Rate my support
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Hi Bogdan, thanks for your reply.
I've tried the demo and saw how we could add notes to each appointment, but I don't find an easy way for employees to review all notes from past appointments.
Since the service provided it's like a personal coaching for New Germanic Medicine, I'd need something similar than a medical history for each customer.
Some doctors and professionals need to easily review all notes from customer to know what they did on past appointments, and how the customer is handling their issues.
Are you aware of any CRM that integrates with Amelia, that would make this easier?
Hi Juan,
We have Web Hooks added as an option in our plugin which you can use to connect our plugin through Zapier to any other third party application to send customers and appointments data after each booking, canceling and/or rescheduling action. But in your request we can not tell which other CRM will work.
More about our Web Hooks you can read in our documentation here.
Kind Regards,
Miloš Jovanović
[email protected]
Rate my support
Try our FREE mapping plugin! MapSVG - easy Google maps, interactive SVG maps and floor plans, choropleth maps and much more - https://wordpress.org/plugins/mapsvg-lite-interactive-vector-maps/
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia 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