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?
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.
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?
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).
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).