Once a client has booked an appointment, they are registered with the system, which sends them an email with a link that allows them to create a login password. If they then login using that password, they are taken to the restricted form of the WP dashboard. I don't want them to need to go to this dashboard.
What I want is for them to login using the [ameliacustomerpanel appointments=1 events=1] and be able to add a new appointment or event.
The shortcode allows them to see already scheduled events and to change their password, but I cannot find a way to schedule a new event or appointment, thus making it my responsibility to schedule future appointments for them. I am pretty sure that I must be missing something here. How can an existing client / customer schedule new appointments or events without going to the WP backend?
First, to avoid clients to have access to Wordpress backend, untick "Automatically create Amelia Customer user" in Amelia -> Settings -> Role Settings -> Customer. They won't have access to wordpress anymore.
They can still have access to their appointments list on your website through that page : www. ___ .com/client-login/
Then...
[ameliacustomerpanel appointments=1 events=1] is a shortcode to let clients see their already booked appointments.
It's not a way to book more appointments. Through that page they can cancel or reschedule. That's all.
To book another appointment, they need to do the same process they did the first time through your website. They need to pick up a new date on "Amelia Booking Form".
If I am understanding you correctly (and my experiment just confirmed this), my clients must sign up completely new every time they want an appointment and there is no provision for them to schedule a repeating appointment.
If this is the case, please suggest to your developers that this is not a reality in my world. My clients regularly schedule weekly appointments for several months out. Is this a planned feature or must I "Request a Quote"?
You really should read what is written on Amelia website... ( https://wpamelia.com/documentation/ ) They explain everything about Amelia functionalities...
Clients are able to book recurring appointments weekly, monthly...
What you don't know is that I am legally blind and plowing through your entire body of documentation is beyond the capability of my aging eyes. So rather than blast me because my eyes aren't as healthy as yours, simply pointing me to the relevant documentation helps me a lot.
Like Laurent mentioned, if you have the option to automatically create Amelia customer users enabled, one of the emails customers receive is from WordPress with the login information.
But, if you don't want this, if you don't want your customers to be created as WP users as well, you need to disable the option Automatically create Amelia Customer user in Amelia -> Settings -> Roles Settings -> Customers and they won't get an email with WP Login information.
For the Customer panel access you need to copy/paste the placeholder %customer_panel_url% to to the Message field of the approved email notifications ( you will find the placeholder in the Placeholders list). When customers book an appointment for the first time on your website, they will set a password for them when they access the panel (via the link in their email notification) and then they can use their email and password to login to the panel.
For setting up the customer front-end panel you can check out the instructions here
so, you need to put the shortcode for it on one page, enable the panel in Amelia -> Settings -> Roles settings and provide the URL of that page in the required field.
Once a client has booked an appointment, they are registered with the system, which sends them an email with a link that allows them to create a login password. If they then login using that password, they are taken to the restricted form of the WP dashboard. I don't want them to need to go to this dashboard.
What I want is for them to login using the [ameliacustomerpanel appointments=1 events=1] and be able to add a new appointment or event.
The shortcode allows them to see already scheduled events and to change their password, but I cannot find a way to schedule a new event or appointment, thus making it my responsibility to schedule future appointments for them. I am pretty sure that I must be missing something here. How can an existing client / customer schedule new appointments or events without going to the WP backend?
Hello,
First, to avoid clients to have access to Wordpress backend, untick "Automatically create Amelia Customer user" in Amelia -> Settings -> Role Settings -> Customer. They won't have access to wordpress anymore.
They can still have access to their appointments list on your website through that page : www. ___ .com/client-login/
Then...
[ameliacustomerpanel appointments=1 events=1] is a shortcode to let clients see their already booked appointments.
It's not a way to book more appointments. Through that page they can cancel or reschedule. That's all.
To book another appointment, they need to do the same process they did the first time through your website. They need to pick up a new date on "Amelia Booking Form".
Kind regards,
Laurent
(I'm just a client, not from Amelia Team)
If I am understanding you correctly (and my experiment just confirmed this), my clients must sign up completely new every time they want an appointment and there is no provision for them to schedule a repeating appointment.
If this is the case, please suggest to your developers that this is not a reality in my world. My clients regularly schedule weekly appointments for several months out. Is this a planned feature or must I "Request a Quote"?
You really should read what is written on Amelia website... ( https://wpamelia.com/documentation/ ) They explain everything about Amelia functionalities...
Clients are able to book recurring appointments weekly, monthly...
https://wpamelia.com/recurring-appointments/
Lauren,
What you don't know is that I am legally blind and plowing through your entire body of documentation is beyond the capability of my aging eyes. So rather than blast me because my eyes aren't as healthy as yours, simply pointing me to the relevant documentation helps me a lot.
Bob Jones
As I already told you... I'm just a client like you... not a member of Amelia team. Then it's not my documentation and it's not my developers team.
And if you can read my messages and programming your website then you should be able to read the documentation.
By the way, you don't need to read all the documentation. Just read the titles and you'll learn more about Amelia functionalities.
Kind regards.
Hello Bob,
Like Laurent mentioned, if you have the option to automatically create Amelia customer users enabled, one of the emails customers receive is from WordPress with the login information.
But, if you don't want this, if you don't want your customers to be created as WP users as well, you need to disable the option Automatically create Amelia Customer user in Amelia -> Settings -> Roles Settings -> Customers and they won't get an email with WP Login information.
For the Customer panel access you need to copy/paste the placeholder %customer_panel_url% to to the Message field of the approved email notifications ( you will find the placeholder in the Placeholders list). When customers book an appointment for the first time on your website, they will set a password for them when they access the panel (via the link in their email notification) and then they can use their email and password to login to the panel.
For setting up the customer front-end panel you can check out the instructions here
https://wpamelia.com/front-end-customer-panel/
so, you need to put the shortcode for it on one page, enable the panel in Amelia -> Settings -> Roles settings and provide the URL of that page in the required field.
Thank you for helping out, Laurent.