We're Moving to a New Support Platform – Starting June 1st!
We’re excited to let you know that starting June 1st, we’ll be transitioning to a new support system that will be available directly on our product websites – Amelia, wpDataTables, and Report Builder. In fact, the new support platform is already live for Amelia and wpDataTables, and we encourage you to reach out to us there.
You'll always be able to reach us through a widget in the bottom right corner of each website, where you can ask questions, report issues, or simply get assistance.
While we still do not offer live support, a new advanced, AI-powered assistant, trained on our documentation, use cases, and real conversations with our team, is there to help with basic to intermediate questions in no time.
We're doing our best to make this transition smooth and hassle-free. After June 1st, this current support website will redirect you to the new "Contact Us" pages on our product sites.
Thanks for your continued support and trust – we’re excited to bring you an even better support experience!
During these covid times, many "appointments" are by phone. Even not in covid times, as a coach/consultant most of my clients are over the phone.
I would like to have three "locations".
1 - Phone.. I would call the client (or they call me)
2 - Zoom.. You have a zoom integration, I have not tried it yet. I would love to see "Zoom" be a location.
3 - Physical location of some sort.
Similarly for other computer based locations for appointments (e.g. Google Meet, various Hipaa compliant sites for medical and so forth).
I would then want that confirmation emails/SMSs send the right kind of message, based on the location. I.e. if it is a physical meeting, then give the address. But if it is Zoom, give the zoom info. And if by phone give the phone info.
Can I do this in Amelia?
For now, I would like to start with "phone". My funnel is simple. I have ads, that lead to a webinar (on stealth seminar) after which they can go to salesfunnel.doctor/apply to schedule a 45 minute combined initial meeting and sales call with Amelia. Once the appointment is scheduled, then I call them at the appointed time on the phone.
Can I do this in Amelia?
Hello Michael,
You can create these as locations (just add a name to the location - like Zoom, phone , etc. without an address) in Amelia but please note that there isn't a possibility of assigning multiple locations to one employee at the same time, unfortunately, you can only assign different locations to the same employee at different times with Amelia's current built-in features.
So, you can maybe create these as separate services - Service by phone, Service via Zoom, Service at some location.
Also, Zoom is either enabled or disabled for a service, so if you have one service for all above, and you enable Zoom in it, each appointment booked for that service will have a Zoom meeting as well, no matter what location is.
There isn't a possibility of having different notifications in Amelia based on different services/locations/etc. , unfortunately. The notifications are the same for all and they are as you configure them on the Amelia -> Notifications page.
If you have any other questions or concerns feel free to open a new ticket and we will gladly help out.