Another question, when I make an appointment with a new user I'm not getting the email to set up a password, I just get the appointment confirmation. So how new customers set a password for the customer panel?
You can't connect Employees in Amelia to WP users that have Amelia manager role, if that is what you are trying to achieve.T hey can be connected to Amelia Employee user role only. The front-end panel isn't for managers, only for employees. But for the back-end of WordPress and Amelia, if you want to give someone the Amelia manager user role, you can , they will have access/permissions this user role give in Amelia when they login to WP, and they will be able to see and manage all employees' appointments/schedules/etc. and many other things in Amelia. https://wpamelia.com/users-and-roles/
There isn't a separate email for the customer panel, the Customer panel access email notificaiton that you see on the Amelia -> Notifications page is for the Forgot password option in the panel.
Customers should access the Customer panel via a link in the Approved appointment notification, and when they access it the first time they create a password and later on they use that email/password to login to the Panel.
So, you need to add a placeholder for the customer panel to the Approved appointment notification. This placeholder is a link for the panel %customer_panel_url% just be sure that you copy/paste it to the Message field from the Placeholders list. So when you go to Amelia -> Notifications, click on the </> Show Email Placeholders, when you find this placeholder click on it, it will be copied and then paste it to the notifications that you want.
If you have any other questions or concerns feel free to open a new ticket and we will gladly help out.
Can I add an employee as a Amelia manager?
Another question, when I make an appointment with a new user I'm not getting the email to set up a password, I just get the appointment confirmation. So how new customers set a password for the customer panel?
Hello Adrian,
Thank you for your purchase.
You can't connect Employees in Amelia to WP users that have Amelia manager role, if that is what you are trying to achieve.T hey can be connected to Amelia Employee user role only. The front-end panel isn't for managers, only for employees. But for the back-end of WordPress and Amelia, if you want to give someone the Amelia manager user role, you can , they will have access/permissions this user role give in Amelia when they login to WP, and they will be able to see and manage all employees' appointments/schedules/etc. and many other things in Amelia. https://wpamelia.com/users-and-roles/
There isn't a separate email for the customer panel, the Customer panel access email notificaiton that you see on the Amelia -> Notifications page is for the Forgot password option in the panel.
Customers should access the Customer panel via a link in the Approved appointment notification, and when they access it the first time they create a password and later on they use that email/password to login to the Panel.
So, you need to add a placeholder for the customer panel to the Approved appointment notification. This placeholder is a link for the panel %customer_panel_url% just be sure that you copy/paste it to the Message field from the Placeholders list. So when you go to Amelia -> Notifications, click on the </> Show Email Placeholders, when you find this placeholder click on it, it will be copied and then paste it to the notifications that you want.
If you have any other questions or concerns feel free to open a new ticket and we will gladly help out.