When I enter the Customer Panel to reschedule an appointment, the reschedule window appears behind a Widget that I display in the WordPress right side area.
At last, I was able to get the emails to arrive. What I did to correct it was to change the address that I had placed for the responses of the emails, modifying its value from [email protected] to [email protected].
My hosting provider doesn't allow external SMTP accounts, and emails definitely didn't go out when I entered my Gmail address instead of my SMTP account address.
Now I have a question and a comment.
The question is related to the link that appears to access the customer panel. It is horrible for me to send that long link in an email. Is there any way I can put a text that represents that link?
The comment has to do with the way you solved the client management. I think Amelia should ask, when the client is going to make a new appointment, if tle customer is a new client or an existing client. If the customer is a new client, ask for all the customer information and set the password, and if the customer are an existing client, ask for the email with which he wil be register and the password. This would allow Amelia to continue managing the customer information within Amelia and avoid the suggested inconvenience:
-If an existing client writes a variation in hir name, either in the use of capital letters or any other variant, Amelia will not accept the book because the phone and email do not match with the name. This can be frustrating for the client, as he may not remember exactly how he wrote his name when setting his first appointment. For me, this is an important impression. That is because it is universally accepted for one to identify oneself with an email and a password since we all used to writing our email always in the same way, but not with our name. Emails are not case sensitive, as they are always written in lower case. On the other hand, the name is case sensitive. In my opinion, it was not a good decision and you should implement that improvement as soon as possible.
Congratulations on rolling out the new Amelia version with the packages features.
As a follow-up to this discussion, I (and probably most Amelia users) strongly agree with Melvin regarding the link for password setup and also regarding existing clients versus new clients.
The email link to setup the password is just too long and looks fishy. This is not great considering that this new client still does not know that we are a legitimate business yet and suddenly receives a weird link from us! And often to their junk folder because of the email notification issues!
Melvin's idea is excellent. Is it possible to make it a hyperlink similar to your "Join Zoom meeting" link? It could be a clickable "Set up your login account" text that sends the client to the page where they can set up their password.
The second level of this problem can be solved by Melvin's idea too. If a new user
Here's another idea: Enable different notification emails for different services. I provide a Free first time service. For this one, I can send the long link to set up the passwords. For all the other services, I could simply direct them to the front-end customer panel with a good-looking link like this one: https://yallatoclass.com/student/
Thank you Elias for supporting the ideas that I am raising, which by the way, are taken from the way Booked works. Booked is a very inferior plugin in features to Amelia, but there are things that it does well, and one is the management of clients.
The long link issue is that these links are unique per customer. It is a token, and surely that is why it has too long.
The change for users to log in and register is quite a big change, although I think it would bring many benefits. Note that another limitation that we currently have is that we cannot hang on our site, a menu option for customers to visit their Customer panel, but, to access it, they must look for the email and click the link.
Sometimes we receive hundreds of emails, and looking for an email is adding another step to the client, which could well be entered directly from a menu entry on our site.
I just found a way to "hide" the link for the Customer Panel. If you add a link (with the toolbar icon) for a text, you can use the placeholders where the link would go. That way at least the link is not seen within the text of the message, although when placing the mouse over the link, the link will surely be displayed, but, at least, aesthetically the issue is resolved.
Apologies for replying a bit later, we don't work on weekends.
When the customer panel link is copy/pasted directly from the placeholders list (click on the </> Show Email Placeholders, find the placeholder , click on it and then just paste it directly to the Message fields of the notification), it should be formatted/linked and it looks like this in the email:
If it doesn't look this way, please check if you have copy/pasted it directly.
Glad to see you managed to find a solution to this , Melvin, and thank you for sharing, so yes the other option would be to link it to a text using the editing options for notifications in Amelia, like Melvin explained.
-If an existing client writes a variation in hir name, either in the use of capital letters or any other variant, Amelia will not accept the book because the phone and email do not match with the name.
You can disable the option Check customer's name for existing email when booking in Amelia -> Settings -> Roles settings -> Customer, and the form won't check if the name is the same as the one used before for that email address. When this option is enabled it is checking if the name is the same - but everything needs to be completely the same as the first time they booked - so if they used big/small letters, if maybe some space is added by mistake, etc.
Thank you for your suggestions, I will add them to our requests list.
If you have any other questions or concerns feel free to open a new ticket and we will gladly help out.
When I enter the Customer Panel to reschedule an appointment, the reschedule window appears behind a Widget that I display in the WordPress right side area.
Look at the attached images.
Sincerely,
Melvin Brea
At last, I was able to get the emails to arrive. What I did to correct it was to change the address that I had placed for the responses of the emails, modifying its value from [email protected] to [email protected].
My hosting provider doesn't allow external SMTP accounts, and emails definitely didn't go out when I entered my Gmail address instead of my SMTP account address.
Now I have a question and a comment.
The question is related to the link that appears to access the customer panel. It is horrible for me to send that long link in an email. Is there any way I can put a text that represents that link?
The comment has to do with the way you solved the client management. I think Amelia should ask, when the client is going to make a new appointment, if tle customer is a new client or an existing client. If the customer is a new client, ask for all the customer information and set the password, and if the customer are an existing client, ask for the email with which he wil be register and the password. This would allow Amelia to continue managing the customer information within Amelia and avoid the suggested inconvenience:
-If an existing client writes a variation in hir name, either in the use of capital letters or any other variant, Amelia will not accept the book because the phone and email do not match with the name. This can be frustrating for the client, as he may not remember exactly how he wrote his name when setting his first appointment. For me, this is an important impression. That is because it is universally accepted for one to identify oneself with an email and a password since we all used to writing our email always in the same way, but not with our name. Emails are not case sensitive, as they are always written in lower case. On the other hand, the name is case sensitive. In my opinion, it was not a good decision and you should implement that improvement as soon as possible.
Sincerely,
Melvin Brea
Excuse me. I forgot to attach an image of the email, so you can see how unsightly the link looks.
Congratulations on rolling out the new Amelia version with the packages features.
As a follow-up to this discussion, I (and probably most Amelia users) strongly agree with Melvin regarding the link for password setup and also regarding existing clients versus new clients.
The email link to setup the password is just too long and looks fishy. This is not great considering that this new client still does not know that we are a legitimate business yet and suddenly receives a weird link from us! And often to their junk folder because of the email notification issues!
Melvin's idea is excellent. Is it possible to make it a hyperlink similar to your "Join Zoom meeting" link? It could be a clickable "Set up your login account" text that sends the client to the page where they can set up their password.
The second level of this problem can be solved by Melvin's idea too. If a new user
Here's another idea: Enable different notification emails for different services. I provide a Free first time service. For this one, I can send the long link to set up the passwords. For all the other services, I could simply direct them to the front-end customer panel with a good-looking link like this one: https://yallatoclass.com/student/
Thank you,
Elias
Thank you Elias for supporting the ideas that I am raising, which by the way, are taken from the way Booked works. Booked is a very inferior plugin in features to Amelia, but there are things that it does well, and one is the management of clients.
The long link issue is that these links are unique per customer. It is a token, and surely that is why it has too long.
The change for users to log in and register is quite a big change, although I think it would bring many benefits. Note that another limitation that we currently have is that we cannot hang on our site, a menu option for customers to visit their Customer panel, but, to access it, they must look for the email and click the link.
Sometimes we receive hundreds of emails, and looking for an email is adding another step to the client, which could well be entered directly from a menu entry on our site.
I wish Amelia's team would take this seriously
Best regards,
Melvin Brea
Dear Elias:
I just found a way to "hide" the link for the Customer Panel. If you add a link (with the toolbar icon) for a text, you can use the placeholders where the link would go. That way at least the link is not seen within the text of the message, although when placing the mouse over the link, the link will surely be displayed, but, at least, aesthetically the issue is resolved.
Sincerely,
Melvin Brea
Hello Melvin, Elias,
Apologies for replying a bit later, we don't work on weekends.
When the customer panel link is copy/pasted directly from the placeholders list (click on the </> Show Email Placeholders, find the placeholder , click on it and then just paste it directly to the Message fields of the notification), it should be formatted/linked and it looks like this in the email:
If it doesn't look this way, please check if you have copy/pasted it directly.
Glad to see you managed to find a solution to this , Melvin, and thank you for sharing, so yes the other option would be to link it to a text using the editing options for notifications in Amelia, like Melvin explained.
-If an existing client writes a variation in hir name, either in the use of capital letters or any other variant, Amelia will not accept the book because the phone and email do not match with the name.
You can disable the option Check customer's name for existing email when booking in Amelia -> Settings -> Roles settings -> Customer, and the form won't check if the name is the same as the one used before for that email address. When this option is enabled it is checking if the name is the same - but everything needs to be completely the same as the first time they booked - so if they used big/small letters, if maybe some space is added by mistake, etc.
Thank you for your suggestions, I will add them to our requests list.
If you have any other questions or concerns feel free to open a new ticket and we will gladly help out.
Thanks Marija and Melvin for the excellent suggestions. It worked!
You are welcome, Elias. Glad to see that, thank you for letting us know!
If you have any other questions or concerns feel free to open a new ticket and we will gladly help out.