I don't want to ask the client to verify his email, because I find it somewhat tedious that adds an extra step to the appointment. Therefore, do not activate this option in the customer role.
However, Amelia didn't ask me for a password, when a made the first appointment with a new email and without being logged into WordPress. How then will I be able to access the client's appointment panel, if I don't have access credentials for my username neither Amelia nor in WordPress?
You need to add a placeholder for the customer panel URL to the email notification customers get when they book an appointment in Amelia (the approved appointment email) so customers can access the Customer panel via this link, and when they access it the first time they will be asked to create a password for them and later on they use that email/password to login to the Panel .
You are adding the customer panel link by adding a placeholder for it %customer_panel_url% to the email Message field and you will find this placeholder in 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.
So I understand that the placeholder %customer_panel_url% is specific to each customer. So what would happen if a client who has booked an appointment, but has not entered his password, accesses the Customer panel page? Would Amelia invite him to enter with his username and his password, even though he doesn't have a password?
The link in the "Signing up" email directs the client to my login page (https://melvinbrea.com/login/), for which the client would have to be registered.
I don't understand why it redirects to the login page instead of redirecting you to the registration page (sign up). How can the client login if he has never entered a password?
The truth is, I still don't understand the logic of the workflow.
There isn't a sign up page, only the login page for the customer panel in Amelia.
If a customer books an appointment and access the panel for the first time (via the link for the panel in their email notification - like I explained in my previous response) , only then they will be asked to create a password for them in the panel and when they accessed it later on , if they are not logged in (if the cookie has expired) they will be asked to login not to set a password.
So, you can test this process only with a brand new customer , and please make sure that you are not logged in to WP or similar , delete cookies /cache before, or try from an incognito page.
I think the way the front-end customer panel is very ill-conceived.
I already have users logging in to access their account. Why should a user need to login through Amelia so they can access their appointments when they're already logged in on Wordpress?? Or, if I choose not to require a password, then the only way they will be able to access their customer panel is through a link in the email sent to them?? This is STUPID and I am really regretting I purchased an Amelia license. Unfortunately for me, I am past the refund period.
I think that Amelia is a great product that contains good ideas, unfortunately, I also believe that the product is not mature and that the way they solved customer management is not the most fortunate, but it can be repaired.
Having clients registered in WordPress is not necessarily the best solution, since there is additional information that I cannot save in the WordPress users register, and maybe Amelia wanted to get rid of the limitations of the WordPress user management.
I think that the request implemented by Amelia's team would be solved by adding a question when the user wants to register an appointment: Are you a new client or an existing client? With this selection, the user could be instructed to register or to enter their password. If you enter your access code, I no longer have to ask the client, for example, neither his telephone number nor his date of birth.
And sorry for getting into a non-technical topic. I am not an English speaker, but I think that using the term "stupid" to describe someone's action is not appropriate. I think we can express our disagreement with someone's solution, without having to reflect our frustration in that way. This is just a comment and margin, and thank you for helping me clarify how Amelia works.
The WP users won't need to login again to the customer panel only in case they are logged in to WP but they have the Amelia Customer role in WP and they are connected to a customer in Amelia. So, only customers created in Amelia can access the customer panel, these customers in Amelia can be WP users as well (they can be created automatically when they book an appointment in Amelia if the option Automatically create Amelia Customer user in Amelia -> Settings -> Roles settings is enabled - they get the Amelia Customer role) and when these WP users are logged in to WP they can access the panel as well. Or you can manually connect Amelia customers to WP users , but only in case these WP users have Amelia Customer role ( you can add multiple roles to users in WP using some tool like User role editor).
You can try this out as well if you want, if your WP users book an appointment in Amelia while logged in to WP, and the option Automatically create Amelia Customer user in Amelia -> Settings -> Roles settings is enabled , the customer created in Amelia at the point should be connected to this WP user so they can access the panel while logged in to WP (again, you can manage multiple roles in WP using User role editor or similar plugin).
Sorry to see you didn't find Amelia suitable for your business needs, Chris.
Having clients registered in WordPress is not necessarily the best solution, since there is additional information that I cannot save in the WordPress users register, and maybe Amelia wanted to get rid of the limitations of the WordPress user management.
Exactly Melvin, this is why the Customer panel in Amelia was implemented in the first place. Before the panel was released, customers could manage their appointments only when they login to the WP back-end, which most users didn't like, and requested a different approach, so we implemented a front-end panel so customers can access it and manage their appointments, in no connection to WordPress back-end or its users.
Thank you for your suggestions, Melvin.
If you have any other questions or concerns feel free to open a new ticket and we will gladly help out.
Thank you so much Marija, for doing your best to help me clear things up. I think my biggest difficulty and disappointment is that after more than 10 days working with Amelia, I have not been able to get the appointment booking system to work properly. I'm not saying it's because of Amelia, but the truth is that the Approved mail that should reach the client is not arriving. I asked my hosting provider to check and he said that he found the Approved email in the mail server log and that the problem was that an SPF record was missing from Cloudflare. Last night we made the changes, and about 90 minutes ago I ran a new proof again and the email for the customer still hasn't arrived. The strangest thing is that the mail does reach the employee.
In each service, I have defined the value of "Approved" by default, and you can see in one of the attached files that the appointment is approved.
The notification settings depend a lot on the server/website configuration. Could you please tell me what is the Mail Service option you have chosen in Amelia -> Settings -> Notification? Have you tried more options there? We don't recommend PHP Mail as the email notifications are often flagged as spam/junk and can be sent/received after some time.
Hi Marija, please close this ticket. This weekend, I resolved the mail issue. It had to do with the way Amelia had configured, with an email address for the responses, different from the shipping address. My hosting provider (A2 Hosting) doesn't allow it.
Thank you very much for your support to resolve this issue.
Hello everyone.
I am implementing Amelia and I have a question.
I don't want to ask the client to verify his email, because I find it somewhat tedious that adds an extra step to the appointment. Therefore, do not activate this option in the customer role.
However, Amelia didn't ask me for a password, when a made the first appointment with a new email and without being logged into WordPress. How then will I be able to access the client's appointment panel, if I don't have access credentials for my username neither Amelia nor in WordPress?
Sincerely,
Melvin Brea
Hello Melvin,
You need to add a placeholder for the customer panel URL to the email notification customers get when they book an appointment in Amelia (the approved appointment email) so customers can access the Customer panel via this link, and when they access it the first time they will be asked to create a password for them and later on they use that email/password to login to the Panel .
You are adding the customer panel link by adding a placeholder for it %customer_panel_url% to the email Message field and you will find this placeholder in 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.
So I understand that the placeholder %customer_panel_url% is specific to each customer. So what would happen if a client who has booked an appointment, but has not entered his password, accesses the Customer panel page? Would Amelia invite him to enter with his username and his password, even though he doesn't have a password?
Sincerely,
Melvin Brea
The link in the "Signing up" email directs the client to my login page (https://melvinbrea.com/login/), for which the client would have to be registered.
I don't understand why it redirects to the login page instead of redirecting you to the registration page (sign up). How can the client login if he has never entered a password?
The truth is, I still don't understand the logic of the workflow.
Best regards,
Melvin Brea
Hello Melvin,
There isn't a sign up page, only the login page for the customer panel in Amelia.
If a customer books an appointment and access the panel for the first time (via the link for the panel in their email notification - like I explained in my previous response) , only then they will be asked to create a password for them in the panel and when they accessed it later on , if they are not logged in (if the cookie has expired) they will be asked to login not to set a password.
So, you can test this process only with a brand new customer , and please make sure that you are not logged in to WP or similar , delete cookies /cache before, or try from an incognito page.
I think the way the front-end customer panel is very ill-conceived.
I already have users logging in to access their account. Why should a user need to login through Amelia so they can access their appointments when they're already logged in on Wordpress?? Or, if I choose not to require a password, then the only way they will be able to access their customer panel is through a link in the email sent to them?? This is STUPID and I am really regretting I purchased an Amelia license. Unfortunately for me, I am past the refund period.
I think that Amelia is a great product that contains good ideas, unfortunately, I also believe that the product is not mature and that the way they solved customer management is not the most fortunate, but it can be repaired.
Having clients registered in WordPress is not necessarily the best solution, since there is additional information that I cannot save in the WordPress users register, and maybe Amelia wanted to get rid of the limitations of the WordPress user management.
I think that the request implemented by Amelia's team would be solved by adding a question when the user wants to register an appointment: Are you a new client or an existing client? With this selection, the user could be instructed to register or to enter their password. If you enter your access code, I no longer have to ask the client, for example, neither his telephone number nor his date of birth.
And sorry for getting into a non-technical topic. I am not an English speaker, but I think that using the term "stupid" to describe someone's action is not appropriate. I think we can express our disagreement with someone's solution, without having to reflect our frustration in that way. This is just a comment and margin, and thank you for helping me clarify how Amelia works.
Sincerely,
Melvin Brea
Hello Chris, Melvin,
The WP users won't need to login again to the customer panel only in case they are logged in to WP but they have the Amelia Customer role in WP and they are connected to a customer in Amelia. So, only customers created in Amelia can access the customer panel, these customers in Amelia can be WP users as well (they can be created automatically when they book an appointment in Amelia if the option Automatically create Amelia Customer user in Amelia -> Settings -> Roles settings is enabled - they get the Amelia Customer role) and when these WP users are logged in to WP they can access the panel as well. Or you can manually connect Amelia customers to WP users , but only in case these WP users have Amelia Customer role ( you can add multiple roles to users in WP using some tool like User role editor).
You can try this out as well if you want, if your WP users book an appointment in Amelia while logged in to WP, and the option Automatically create Amelia Customer user in Amelia -> Settings -> Roles settings is enabled , the customer created in Amelia at the point should be connected to this WP user so they can access the panel while logged in to WP (again, you can manage multiple roles in WP using User role editor or similar plugin).
Sorry to see you didn't find Amelia suitable for your business needs, Chris.
Having clients registered in WordPress is not necessarily the best solution, since there is additional information that I cannot save in the WordPress users register, and maybe Amelia wanted to get rid of the limitations of the WordPress user management.
Exactly Melvin, this is why the Customer panel in Amelia was implemented in the first place. Before the panel was released, customers could manage their appointments only when they login to the WP back-end, which most users didn't like, and requested a different approach, so we implemented a front-end panel so customers can access it and manage their appointments, in no connection to WordPress back-end or its users.
Thank you for your suggestions, Melvin.
If you have any other questions or concerns feel free to open a new ticket and we will gladly help out.
Thank you so much Marija, for doing your best to help me clear things up. I think my biggest difficulty and disappointment is that after more than 10 days working with Amelia, I have not been able to get the appointment booking system to work properly. I'm not saying it's because of Amelia, but the truth is that the Approved mail that should reach the client is not arriving. I asked my hosting provider to check and he said that he found the Approved email in the mail server log and that the problem was that an SPF record was missing from Cloudflare. Last night we made the changes, and about 90 minutes ago I ran a new proof again and the email for the customer still hasn't arrived. The strangest thing is that the mail does reach the employee.
In each service, I have defined the value of "Approved" by default, and you can see in one of the attached files that the appointment is approved.
Sincerely,
Melvin
You are welcome, Melvin.
Sorry to see that.
The notification settings depend a lot on the server/website configuration. Could you please tell me what is the Mail Service option you have chosen in Amelia -> Settings -> Notification? Have you tried more options there? We don't recommend PHP Mail as the email notifications are often flagged as spam/junk and can be sent/received after some time.
Hi Marija, please close this ticket. This weekend, I resolved the mail issue. It had to do with the way Amelia had configured, with an email address for the responses, different from the shipping address. My hosting provider (A2 Hosting) doesn't allow it.
Thank you very much for your support to resolve this issue.
Sincerely,
Hi Melvin,
Glad to see the issue is resolved, thank you for letting me know.
You are welcome!
If you have any other questions or concerns feel free to open a new ticket and we will gladly help out.