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  Public Ticket #2571964
Accessing appointment details
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  • rachel hampson started the conversation

    How can I access the appointment system. At the moment I am configuring it via the back end of my website and that is the only way I can access it 

    So if I want to have a quick overview of this weeks appointments, how do I see that?

    If I want to book in a client myself, or cancel how best to do that?

  • [deleted] replied

    Hello rachel hampson,

    Thank you for your purchase. 

    You will find all of the shortcodes that you can use for Amelia on your front-end pages in our FAQ section.

    For the front-end appointment management there are the Employee and the Customer panel. Please check out the instructions for setting these on your website on the links bellow. With the panels employees and customers can access and manage their appointments on the front-end. There are settings that you can enable and disable for these options in Amelia -> Settings -> Roles settings. 

    https://wpamelia.com/front-end-employee-panel/

    https://wpamelia.com/front-end-customer-panel/

    If you have any other questions or concerns feel free to open a new ticket and we will gladly help out.

  •   rachel hampson replied privately
  • [deleted] replied

    You are welcome, Rachel.

    ii) Like I mentioned in the other ticket, there isn't a possibility to apply a coupon in the back-end of Amelia, it can be applied only in the front-end booking process, unfortunately.

    iii) You can check out how to put shorcodes on your pages here https://wpamelia.com/quickstart/

    if you have some page builder you will probably have an option to add a shortcode to the page/element

    iv) The fields in the booking form are pre-filled when you are booking an appointment in Amelia while logged in to WordPress or to the Amelia Customer panel. So you have probably been logged in to the back-end of WP on your laptop and this is why you had those fields pre-filled. You can test bookings while not logged in to WP or from an incognito mode.

    For the custom field you added - this is a custom field where you need to provide options in order for the customer to choose one of them. And since you haven't provided options there is no data there. What custom field have you chosen there? If you want customers to provide some information there you need to choose another one, you can read more about custom fields and their options here https://wpamelia.com/custom-fields/

    Unfortunately, our support doesn't cover any type of calls, but you can open tickets for any questions/issues you might have with Amelia and we will gladly help out. 

  • rachel hampson replied

    HI Marija,

    Many thanks for your help I'm slowly winning, and I now have a live website and the bookings are working.

    One final question for now which is about how I set my working hours. So under Working Hours and days off. I can set my weekly work days and set days off. However, for example next wednesday I want to take part of the day off, from 3 pm onwards. Is it possible to schedule that?

    Thanks in advance

    Rachel

  • rachel hampson replied

    Hi again Marija,

    I scheduled some dummy appointments for tomorrow. I realise that I haven't been sent the reminder notification. They should have come at 17:00. I think I need to set up 'scheduling'?

    I attach a screen shot, whats the message about putting this notification in your cron mean? (Its at the bottom)

  • [deleted] replied

    Hi Rachel,

    You are welcome. Glad to see that. 

    Please note that the availability is configured by setting up the employees' work hours, not the company work hours in Amelia -> Settings, so configure the employees' work hours and days off the way you want to have available time slots on your website. 

    For taking a part day off, you should use the Special days, you will see this tab in the Employee modal, next to Days off. Special days are there for you to override the usual employees' work hours set on some days - the dates you choose when you create the special day. You can choose different work hours and different assigned services on those dates using this feature. 


  • [deleted] replied

    Regarding the reminder notification, the notifications that have a clock icon next to their name on the Amelia-> notifications page require a cron. cron is a Linux utility which schedules a command or script on your server to run automatically at a specified time and date. A cron job is the scheduled task itself. Cron jobs can be very useful to automate repetitive tasks like in our plugin for notifications.

    Depending on the server, there are different configurations for it, which you can contact your hosting provider about, or you can check out one of the solutions for it on this link.

    Also, you can try this:

    */15 * * * * wget -q -O - "https://www.yourwebsite.com/wp-admin/admin-ajax.php?action=wpamelia_api&call=/notifications/scheduled/send"

    Or this:

    */15 * * * * /usr/local/bin/php ~/public_html/wp-cron.php --action='wpamelia_api' --call='/notifications/scheduled/send'

    If you are not familiar with setting up a cron, my suggestion is to install the WP Crontrol plugin. You can find more info about it, and detailed instructions on how to set it up in our FAQ section.


    P.S. When you have questions or issues which are not related to the title of the active ticket can you please open a new one, and we will gladly help you there. This way, issues and questions which are related to different subjects will be in different tickets so other customers or our support agents can find them easily. Our policy is to have one issue or question per ticket.

    Thank you for understanding!


  • rachel hampson replied

    HI Marija,

    Setting up a cron is beyond my tech skills so I have forwarded this issue to someone who may know how. I still have various questions:

    i) how can I set a limit so that customers are unable to make a new appointment right up to the minute of the appointment. ie I would prefer to have 24 hours visibility. So a customer can't make an appointment at 1am for a 9am slot?

    ii) I have gone through the process of trying to sync all appointments made on Amelia with my Google calendar. I thinkI followed the steps ok, but it is not currently happening. Is their a lag? How do I know if I've done it correctly?

    iii) when a customer makes an appointment on the front end, they are asked if they would like it added to their calendar. At the moment the only info that comes up in their calendar is the 'service type'. How do you add eg who the appointment is with i.e which employee 

    iv) When a customer makes an appointment for a Free Enquiry call (20 minutes) it would be helpful if I could also ask them to add some brief information about the main issues they are concerned with. Is this adding a custom field?

    v) Are you able to customise email notifications for different services? So far I have not found that functionality.

    With thanks in advance for your continued help

    Rachel

  • rachel hampson replied

    and two other things:

    i)I want to paste an image of my proper email signature into my notification emails. Is this better in html or jpeg format?

    ii) I'm attaching a message received re OAuth consent, that may be helpful. I'm also attaching a screen shot of the Google console. Is it correct and it says that consents can take up to 2 weeks to be approved?

  • [deleted] replied

    Hello Rachel, 

    1) You configure this using the option Minimum time required before booking: , you will find it in Amelia -> Settings -> General for all services all together, and you can configure it per service in the Service modal under the Settings tab  on the Amelia -> Services page. 

    2) When you sync Amelia to Google, you need to go to Amelia -> Employees page and connect each employee to their Google calenda. Open/edit the employee and you will see an option for them to sign in to their Google accounts. Then when they get an appointment booked it will be created in their Google calendar as well. 

    3) 

    For any information about appointments in Amelia, you want to have in your Google calendar, you can add placeholders to the fields Event Title and Event Description which you will find in Amelia -> Settings -> Google calendar settings. You can find all the placeholders when you click on </>Show Email Placeholders in Amelia -> Notifications, by clicking on the placeholder in the list you copy it and then you can paste that placeholder to the above mentioned fields in Amelia Settings. 

    4906741319.png


    4) Yes, if you need more information from your customers you need to add Custom fields to the form for this purpose.

    5) No, there isn't such possibility in Amelia with its current built-in features, unfortunately. 


  • [deleted] replied

    Addition

    1) Email notifications in Amelia don't support HTML, so you need to add the image directly , you can use the options in the Edit tab above the message text field as well. 

    2) You have a Redirect URI mismatch, you need to check in Amelia and in Google the redirect URI saved and changed it where it is mistaken. 

    Regarding redirect URI saved in AMelia, you need to check this in one of the tables in the database, and edit it there if it is not the same as your website's URI . Please be careful when you edit this table

    In your database, you have to find wp_options table:

    6172199762.png

    In your case it is possible for it to have different prefix but it will end like your_prefix_options. 

    Then you have to find the option name amelia_settings in this table.

    1791739968.png

    When you find that you have to edit that property and to find there the string redirectURI , so you will probably find something like this:

    2773446103.png

     It needs to have the escape characters " \ ", so don't remove those. Simply check if the URI is the same as in Amelia/Google Calendar Settings and if it isn't, please modify it here. Please note that if you use https you will need to update it also in redirectURI option.

    When you finish with this please check if the URI is the same in the field Authorized redirect URL's on "Create OAuth client ID" section in your Google credentials section.

    7826777834.png

    Sometimes this issue comes up, mostly when there is a security involved so there is a mismatch in http/https and sometimes users don't press Enter (after typing the domain in the required field  in 'Authorized redirect URIs') to add it before clicking on 'Save' in the Google Cloud Platform. So the field stays empty and causes the issue. This is why you need to go on in the database and change it manually. 


    P.S. When you have questions or issues which are not related to the title of the active ticket can you please open a new one, and we will gladly help you there. This way, issues and questions which are related to different subjects will be in different tickets so other customers or our support agents can find them easily. Our policy is to have one issue or question per ticket.

    Thank you for understanding!


  • rachel hampson replied

    Hi again,

    So when I try to add my calendar by clicking on the 'Sign in with Google' button (see first attachment)

    I get this page (second attachment)


  • [deleted] replied

    Hi Rachel, 

    Please check my second answer , it is about fixing the Redirect URI issue. 

  •   rachel hampson replied privately
  • [deleted] replied

    Hello Rachel, 

    You can access your database via cPanel or PhpMyAdmin credentials, whatever was provided to your by your hosting to access it. 

    Our work hours are 10:00 - 17:00 CET (they can vary up to 1-2 hours)



  •   rachel hampson replied privately
  •   [deleted] replied privately