I've read through the other tickets and I don't think it's possible to do this, but I thought I'd submit a ticket as a feature request because I think it would be useful for all users.
It would be great if employees could add a customer from the employee panel. Ideally, I only want to give employees access to their own appointments. However, if a customer phones to book an appointment, rather than using the online form, the employee needs to be able to book the appointment for them, but currently this is only possible if the customer is already in the system.
The workaround I'm using is to make all employees "Amelia Managers". This isn't ideal because it means they can see and edit other people's appointments as well.
I assuming this is the case at the moment, and I haven't missed something?
You can already do this. Just add a login to your backend WordPress panel for the the employee via WordPress login. All you would need to do is setup your client with access to wp-admin, with there credentials and they'd have access to add appointments. Just download a plugin ("user editor control module"), so they'd only see {AMELIA} plugin only and nothing else.
Setup: Step 1: Login WordPress .... 2: Drop down panel - Click on users 3: Add New 4: Select Role ( Amelia Employee) and that's it they'd be supplied with a password that you could email them. Also if you don't know how to setup a clean WordPress just look for plugins like (login press) - ( User Role Editor) ( Ultimate dashboard). Amelia Employee panel designed just for a quick view of appointments. Hope that will solve your issue. This is the basics to a clean WordPress installation.
Yes, that is the case at the moment in Amelia. There isn't a possibility for employees to create new customers in Amelia with its current built-in features, unfortunately. They can only create appointments with the already created customers in Amelia. I will add your vote for this feature request in our list, and you can check here if there is such request and vote for it, or suggest it if there isn't one.
I'm not sure about what a fellow user, Aqiyl, suggested, since even if employees login to the back-end of WordPress - with the Amelia Employee role - they have the same access and permissions to Amelia as they have in the front-end employee panel. So, they can create appointments with the customers that are already created in Amelia, they can't create new customers.
If you have any other questions or concerns feel free to open a new ticket and we will gladly help out.
Thank you for your reply. I think Aqiyl may have misunderstood my request because I can see that employees can't add customers even when logged into Wordpress. I think this would be a really powerful feature because for my clients, the employees may take a phone call from a new customer who wants to book an appointment over the phone. Giving all employees admin access isn't ideal because they have access to everyone else's appointments too.
I have come up with a work around that may help other people (please tell me if you think this won't work for any reason). We don't include the "select employee" dropdown in the form on the front end because most customers don't know the employee names. So I'm going to try and set up an extra page on the front end which will be for the employees to use only. It will work the same as the customer front end form, but will include the employee selection dropdown, so they can select themselves and book in with the new customer's details. Do you think that will work?
Yes, of course, employees can book appointments on the front-end, instead of customers, I thought about mentioning this, but this wouldn't work if you have some of the online payment options enabled in Amelia - if customers are paying for their appointments when they book ( if you have PayPal , Stripe enabled). But if you don't have these, I don't see why employees couldn't book appointments as customers on the front-end if they need to.
*Marija>>>>>>>I'm not sure about what a fellow user, Aqiyl, suggested, since even if employees login to the back-end of WordPress - with the Amelia Employee role - they have the same access and permissions to Amelia as they have in the front-end employee panel.*
She was referring to *customer panel on the front end* your very limited to what a client could do on the front end. If you give access to backend you have access to dashboard - calendar - a whole bunch of features that the customer panel on the front end is limited to doing.
Thank you for your reply. I think Aqiyl may have misunderstood my request because I can see that employees can't add customers even when logged into Wordpress. I think this would be a really powerful feature because for my clients, the employees may take a phone call from a new customer who wants to book an appointment over the phone. Giving all employees admin access isn't ideal because they have access to everyone else's appointments too.
In your backend your client has access to more features and it's very simple task. The backend Amelia role settings you have access to a whole sales dashboard even your client can mange setting up appointments, delete appointments pend the appointments, add in new customers, delete customers, see sales dashboard, load up there own sms. Just by applying the user role and then limiting the role to whatever user your setting. Trust me i didn't misunderstood what you asked at all i clearly understand.
Thank you for your suggestion. Laura was referring to the Employee panel, not the customer panel, and the fact that employees can't create new customers. But I am sure Laura will try your suggestion if she finds it useful!
If you have any other questions or concerns feel free to open a new ticket and we will gladly help out.
I've read through the other tickets and I don't think it's possible to do this, but I thought I'd submit a ticket as a feature request because I think it would be useful for all users.
It would be great if employees could add a customer from the employee panel. Ideally, I only want to give employees access to their own appointments. However, if a customer phones to book an appointment, rather than using the online form, the employee needs to be able to book the appointment for them, but currently this is only possible if the customer is already in the system.
The workaround I'm using is to make all employees "Amelia Managers". This isn't ideal because it means they can see and edit other people's appointments as well.
I assuming this is the case at the moment, and I haven't missed something?
Many thanks
Laura
Hey Laura,
Hope this feedback helps you.
You can already do this. Just add a login to your backend WordPress panel for the the employee via WordPress login. All you would need to do is setup your client with access to wp-admin, with there credentials and they'd have access to add appointments. Just download a plugin ("user editor control module"), so they'd only see {AMELIA} plugin only and nothing else.
Setup: Step 1: Login WordPress .... 2: Drop down panel - Click on users 3: Add New 4: Select Role ( Amelia Employee) and that's it they'd be supplied with a password that you could email them. Also if you don't know how to setup a clean WordPress just look for plugins like (login press) - ( User Role Editor) ( Ultimate dashboard). Amelia Employee panel designed just for a quick view of appointments. Hope that will solve your issue. This is the basics to a clean WordPress installation.
Thank you so much for your reply Aqiyl! Would this solution mean the employee wouldn't be able to see other employees appointments?
Hello Laura,
Yes, that is the case at the moment in Amelia. There isn't a possibility for employees to create new customers in Amelia with its current built-in features, unfortunately. They can only create appointments with the already created customers in Amelia. I will add your vote for this feature request in our list, and you can check here if there is such request and vote for it, or suggest it if there isn't one.
I'm not sure about what a fellow user, Aqiyl, suggested, since even if employees login to the back-end of WordPress - with the Amelia Employee role - they have the same access and permissions to Amelia as they have in the front-end employee panel. So, they can create appointments with the customers that are already created in Amelia, they can't create new customers.
If you have any other questions or concerns feel free to open a new ticket and we will gladly help out.
Hi Marija,
Thank you for your reply. I think Aqiyl may have misunderstood my request because I can see that employees can't add customers even when logged into Wordpress. I think this would be a really powerful feature because for my clients, the employees may take a phone call from a new customer who wants to book an appointment over the phone. Giving all employees admin access isn't ideal because they have access to everyone else's appointments too.
I have come up with a work around that may help other people (please tell me if you think this won't work for any reason). We don't include the "select employee" dropdown in the form on the front end because most customers don't know the employee names. So I'm going to try and set up an extra page on the front end which will be for the employees to use only. It will work the same as the customer front end form, but will include the employee selection dropdown, so they can select themselves and book in with the new customer's details. Do you think that will work?
Laura
Hi Laura,
You are welcome. Yes, probably.
Yes, of course, employees can book appointments on the front-end, instead of customers, I thought about mentioning this, but this wouldn't work if you have some of the online payment options enabled in Amelia - if customers are paying for their appointments when they book ( if you have PayPal , Stripe enabled). But if you don't have these, I don't see why employees couldn't book appointments as customers on the front-end if they need to.
*Marija>>>>>>>I'm not sure about what a fellow user, Aqiyl, suggested, since even if employees login to the back-end of WordPress - with the Amelia Employee role - they have the same access and permissions to Amelia as they have in the front-end employee panel.*
She was referring to *customer panel on the front end* your very limited to what a client could do on the front end. If you give access to backend you have access to dashboard - calendar - a whole bunch of features that the customer panel on the front end is limited to doing.
Luara>>>>>>
Thank you for your reply. I think Aqiyl may have misunderstood my request because I can see that employees can't add customers even when logged into Wordpress. I think this would be a really powerful feature because for my clients, the employees may take a phone call from a new customer who wants to book an appointment over the phone. Giving all employees admin access isn't ideal because they have access to everyone else's appointments too.
In your backend your client has access to more features and it's very simple task. The backend Amelia role settings you have access to a whole sales dashboard even your client can mange setting up appointments, delete appointments pend the appointments, add in new customers, delete customers, see sales dashboard, load up there own sms. Just by applying the user role and then limiting the role to whatever user your setting. Trust me i didn't misunderstood what you asked at all i clearly understand.
Hello aqiyl,
Thank you for your suggestion. Laura was referring to the Employee panel, not the customer panel, and the fact that employees can't create new customers. But I am sure Laura will try your suggestion if she finds it useful!
If you have any other questions or concerns feel free to open a new ticket and we will gladly help out.