Okay
  Public Ticket #2615425
Customers view
Closed

Comments

  •  3
    Lukas started the conversation

    Hi,

    In customers view I would expect that if an appointment has been rejected or canceled this would be reflected for the customer in question. Otherwise I have no means to control if the customer has been attending an appointment – or did I miss something?

    Kind regards,

    Lukas

  • [deleted] replied

    Hi Lukas, 

    Sorry, I am not sure if I understood the question quite well. The status of the appointment can be seen in the front-end Customer panel for customers, if that is what you are referring to. Each appointment in the panel have a status - whether it is approved/cancelled/rejected.

  •  3
    Lukas replied

    Hi Marija,

    thanks for your reply. I'm not referring to the Customer panel, but to the customers view: wp-admin/admin.php?page=wpamelia-customers#/customers

    There only the last appointment is shown; I expected to see all appointments there. 

    In the meantime I realized that I can search for a customer in Appointments view and see the status of his appointments there.

    As you might imagine, this is closely related to my previous ticket about multi-appointments payments. I want to give the host of the appointments an easy means to control if a customer hasn't used up the appointments he paid up front.

    Kind regards,

    Lukas

    btw. while digging deeper into Amelia I found some bugs:

    1) when deleting an appointment I get this error: https://www.screencast.com/t/InWNsTlkFd

    2) when canceling an appointment in the customer panel the panel doesn't reload to show the new status

    3) when doing a cheque payment, a Internal server error message is displayed at check-out: https://www.screencast.com/t/AJv4Iyvo4 (I set this method in Woo for testing purpose)

  •  3
    Lukas replied

    something that I can't check: I suppose that past appointments are no longer visible in the Customer Panel so that the customer is not able to reschedule, right?

  •  3
    Lukas replied

    but in appointments view, the host does still see them if she chooses a date range starting in the past, right?

  • [deleted] replied

    Hi Lukas, 

    You are welcome. 

    I see, sorry for the misunderstanding. No, there isn't a possibility to see customers' appointments on the Amelia -> Customers page, unfortunately, they can be seen on the Appointments page only. And yes, there are the filters that could help in sorting out appointments there. You can only suggest this as a feature request here

    Regarding the issues, I can't reproduce any of these on our testing website. Please make sure that you have the newest version of Amelia , 2.9.2 and that you are not accessing the panels while logged in to WP as an admin.

    1) 

    Please provide me a temporary WP-admin login for your site where this happens, so we could log in and take a look . And also let me know which appointment do you want to delete. 

     We do not interfere with any data or anything else except for the plugin (in case that’s a production version of the site), and of course we do not provide login data to third party. You can write credentials here just check Private Reply so nobody can see them except us.

    2) The panel should be reloaded right away when you cancel an appointment. I will create one test customer on the website, when you provide me access to it, to check this out. 

    3) Please send me the URL of the page where you have the Amelia booking form. 


    Past appointments can be seen in the Customer panel in the same way as in the back-end of Amelia, when you choose the correct date range there. They can't be rescheduled if they are in the past. 


  •  3
    Lukas replied

    Hi Marija,

    thank you very much.

    2.9.2. is installed. 

    I'm a bit confused: why shouldn't I be logged in as a WP admin when accessing the panels? What role then?

    Regarding the 'bugs': the site is not public yet. I'll prepare an admin user for you tomorrow.

    Kind regards,

    Lukas

  • [deleted] replied

    Hi Lukas, 

    you are welcome. 

    The panel shouldn't be accessed while you are logged in as an admin, because it is for Amelia customers, so this can mix up access/permissions to Amelia for this user. You should login to the panel from an incognito page, or while logged in to WP as that Amelia customer. 

    This applies to booking appointments in Amelia while logged in to WP as an admin, as the customer is created and that customer can be connected to this WP user and cause issues with the access/permissions in Amelia. 


  •  3
    Lukas replied

    ah, you're referring to the customer panel – sure I have set up a dummy customer and accessing it with that one.

    Sorry, I seem to be slow on the uptake, but, I don't understand what you're telling me in the second paragraph.

  • [deleted] replied


    Hi Lukas, 

    This is just a note for you (if needed) - you shouldn't access the panels or book test appointments while logged in to WP as an admin. When this is done , like I mentioned earlier, the user can have mixed access/permissions in Amelia as it can be connected to the customer created in Amelia while booking an appointment or if managing appointments in the panel. You should book test appointments and access the panels while logged out from WP or from an incognito mode. 

    If you already done this, please check in your customers list on Amelia -> Customers page if there is a customer with your WP user's email address, if there is delete it and check if the issues are gone afterwards (deleting appointment , etc.). If this doesn't help , then you need to re-create your WP user or access your database, the wp_amelia_users table (it can have another prefix rather than wp_ depending on your database) and edit your user - delete any additional roles, leaving only the admin one. 


  •  3
    Lukas replied

    Hi Marija,

    thank you very much for your help!

    The cause for the issues was indeed what you described. Now all of them are gone.

    Kind regards,

    Lukas

  • [deleted] replied

    Hi Lukas, 

    You are welcome. 

    Glad to see the issue is gone, thank you for letting me know. 

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