We're Moving to a New Support Platform – Starting June 1st!
We’re excited to let you know that starting June 1st, we’ll be transitioning to a new support system that will be available directly on our product websites – Amelia, wpDataTables, and Report Builder. In fact, the new support platform is already live for Amelia and wpDataTables, and we encourage you to reach out to us there.
You'll always be able to reach us through a widget in the bottom right corner of each website, where you can ask questions, report issues, or simply get assistance.
While we still do not offer live support, a new advanced, AI-powered assistant, trained on our documentation, use cases, and real conversations with our team, is there to help with basic to intermediate questions in no time.
We're doing our best to make this transition smooth and hassle-free. After June 1st, this current support website will redirect you to the new "Contact Us" pages on our product sites.
Thanks for your continued support and trust – we’re excited to bring you an even better support experience!
I have successfully created a login page for existing clients, but see no obvious way to make it possible for a new client to register by filling out a profile on the public facing page. My assumption from this is that you don't think this is a good idea (an you may be correct), so that means a new client must call me and have me fill in the form. Is my assumption correct or is there a way to push that work onto the client?
Hello Bob,
If you are referring to the Amelia Customer panel, there isn't a possibility for customers to sign up there, they are created as customers in Amelia when they book an appointment in Amelia for the first time. So, you can provide a link for the customer panel to the email notifications (there is a placeholder for the customer panel link) and then when someone books an appointment in Amelia for the first time, they can access the panel via a link in their confirmation app email and setup a password . Later on, they can login to the panel using their email and that password.
Marija,
What happens if the customer is already a subscriber to my website and their name and email are already in the WordPress Users table? How does Amelia handle this situation?
Hello Bob,
Apologies for replying a bit later, we don't work on weekends.
The WordPress users don't have anything to do with the panel, panel can be accessed by Amelia customers (no relation to WP users). If you want Amelia customers to be WP users as well you need to enable the option Automatically create Amelia Customer user in Amelia -> Settings -> Roles Settings -> Customer and they will be created in WP as well. But only when there is no user in WP with this email, there isn't a possibility of connecting it to an already created WP user via their email unfortunately. Only if a WP user books an appointment in Amelia while logged in to WP the customer created in Amelia will be connected to that WP user (if the above option is enabled, so Amelia customer role is added to this WP user as well).