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Hi there,
Just setting up a new website for a dental practice that includes the use of Amelia in the backend - mainly for the dental staff to make bookings. They would like it if customers could login to Amelia
1) to check their appointments
or
2) cancel an appointment
However they don't want to allow customer to make appointments themselves at any stage (the staff are the only ones to do this). Is this possible? Any settings I need to make to ensure this?
Thanks
Gillian
Hi Gillian,
Customers can see their appointments in the front-end Customer panel - so they would be able to see their appointments there and cancel them (cancelling is enabled by default in Amelia, and for rescheduling appointments you can either allow it or not to customers in Amelia -> Settings -> Roles settings). You can read about the customer panel and check out the instructions on how to set it up by following this link. Customers can't book appointments in the customer panel, Amelia booking form is needed for that, so if you don't add a booking form on the front-end, they won't be able to book appointments.
You can try out the customer panel on our demo sites, if that would help out.
If you have any other questions or concerns feel free to open a new ticket and we will gladly help out.
Thanks so much, will try this!
You are welcome, Gillian.
If you have any other questions or concerns feel free to open a new ticket and we will gladly help out.