Hi. I have a couple of questions about some of the options available when a customer or an employee want to edit/create new appointment from their personal front-end panel.
1. Employee select: When an employee creates a new appointment, the employee select field is hidden by default. I have applied some CSS to show it, but now I can see that it is selected by default the first employee alphabetically, not the current employee that is creating the appointment. Even if I change the employee to the right one and save changes, when I click on "Edit" in the appointment, it changes again to the first employee. This has not much logic, because any employee can change the employee accidentally too much easy, and they would lose that appointment from their personal area. Moreover, the first employee in alphabetical order would be assigned to a lot of appointments that wouldn't be right. Why is this happening and how can I change it?
2. Change status: I don't know the difference between "Cancelled" and "Rejected". Could you explain that to me? Further, if an employee set the appointment to any of these two statuses, the customer isn't able to reschedule his appointment. They only can do it if the status is "Approved" or "Pending". This is not practical. I want that if an employee cancels an appointment, the user has the ability to reschedule that class. The best solution I've figured out is changing the word "Pending" to "Postpone" or something like that. Is there a way to make this editing the plugin? Is there a better solution?
1. Are you referring to the Employee's panel? If you are - the employee can only book a new appointment for him - he cannot book an appointment for any other employee. If you have this possibility, you may have linked the employee to your Administrator email, but that can cause issues. Can you please show me in a few screenshots what you mean, and where you're doing this?
2. Customers can cancel the appointment from their Customer Panel, or they can reschedule it:
If they cancel it, it's considered that they've given up on the appointment, and if it is cancelled, they can't book another appointment instead of this one - that's why they have an option to reschedule.
Your employees too, can cancel the appointment (this is used when a customer calls to cancel the appointment, or when the employee cannot provide the appointment), but they can also reject it (for example - this customer was rude before, and your employee simply doesn't want to work with this customer, so he rejects the appointment). They both do the same thing - the appointment is no longer valid, and it can't be booked again - it's considered as past appointment.
You can install Loco Translate, for example, and change the word Pending to Postpone, or whatever you want it to be.
1. You're right. I was making some test with a fictitious employee using my email, but it's the same email as the web admin user. So I was having troubles to create or modify appointments from employee panel. Now I changed the employee email and it works fine.
2. My use case is the following: Imagine that, for any reason, an employee isn't able to provide the appointment at the date/time selected, after the appointment has been approved. I want to give the customer the possibility to select another date/time for that appointment. Based on your indications, I fear that the only way to do it is using the status "Pending" and changing the word "Pending" to anything more understandable.
It would be also good to have a native option to activate/deactivate custom statuses. Cause in my case, I won't use Reject, it sounds very aggressive and it's not a use case that happens commonly in our business. I will try to hide it everywhere with CSS.
2. If an employee is not able to provide an appointment, he should cancel it, or if he's unable to, have Amelia Manager or website Administrator cancel the appointment with that employee. This will inform the customer via email (if you enabled "Appointment Cancelled" email notification), so the customer would be able to book another appointment with another employee.
I hope you'll be able to achieve what you need using Loco Translate in combination with Amelia. We're working on a new Customize feature, which will allow a lot more playing around with the forms, and the panels. Most likely, the first version will only work for booking forms, but in time it will work on panels as well, and it will expand, so hopefully working with Loco Translate is just a temporary solution.
Hi. I have a couple of questions about some of the options available when a customer or an employee want to edit/create new appointment from their personal front-end panel.
1. Employee select: When an employee creates a new appointment, the employee select field is hidden by default. I have applied some CSS to show it, but now I can see that it is selected by default the first employee alphabetically, not the current employee that is creating the appointment. Even if I change the employee to the right one and save changes, when I click on "Edit" in the appointment, it changes again to the first employee. This has not much logic, because any employee can change the employee accidentally too much easy, and they would lose that appointment from their personal area. Moreover, the first employee in alphabetical order would be assigned to a lot of appointments that wouldn't be right. Why is this happening and how can I change it?
2. Change status: I don't know the difference between "Cancelled" and "Rejected". Could you explain that to me? Further, if an employee set the appointment to any of these two statuses, the customer isn't able to reschedule his appointment. They only can do it if the status is "Approved" or "Pending". This is not practical. I want that if an employee cancels an appointment, the user has the ability to reschedule that class. The best solution I've figured out is changing the word "Pending" to "Postpone" or something like that. Is there a way to make this editing the plugin? Is there a better solution?
Thanks in advance
Álvaro
Hello Álvaro
1. Are you referring to the Employee's panel? If you are - the employee can only book a new appointment for him - he cannot book an appointment for any other employee. If you have this possibility, you may have linked the employee to your Administrator email, but that can cause issues. Can you please show me in a few screenshots what you mean, and where you're doing this?
2. Customers can cancel the appointment from their Customer Panel, or they can reschedule it:
If they cancel it, it's considered that they've given up on the appointment, and if it is cancelled, they can't book another appointment instead of this one - that's why they have an option to reschedule.
Your employees too, can cancel the appointment (this is used when a customer calls to cancel the appointment, or when the employee cannot provide the appointment), but they can also reject it (for example - this customer was rude before, and your employee simply doesn't want to work with this customer, so he rejects the appointment). They both do the same thing - the appointment is no longer valid, and it can't be booked again - it's considered as past appointment.
You can install Loco Translate, for example, and change the word Pending to Postpone, or whatever you want it to be.
Kind Regards,
Aleksandar Vuković
[email protected]
Rate my support
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia demo sites | Docs | Discord Community
You can try wpDataTables add-ons before purchasing on these sandbox sites:
Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
Hello Aleksandar,
Thank you for your help.
1. You're right. I was making some test with a fictitious employee using my email, but it's the same email as the web admin user. So I was having troubles to create or modify appointments from employee panel. Now I changed the employee email and it works fine.
2. My use case is the following: Imagine that, for any reason, an employee isn't able to provide the appointment at the date/time selected, after the appointment has been approved. I want to give the customer the possibility to select another date/time for that appointment. Based on your indications, I fear that the only way to do it is using the status "Pending" and changing the word "Pending" to anything more understandable.
It would be also good to have a native option to activate/deactivate custom statuses. Cause in my case, I won't use Reject, it sounds very aggressive and it's not a use case that happens commonly in our business. I will try to hide it everywhere with CSS.
Hello again Álvaro
1. I'm glad to hear this is resolved.
2. If an employee is not able to provide an appointment, he should cancel it, or if he's unable to, have Amelia Manager or website Administrator cancel the appointment with that employee. This will inform the customer via email (if you enabled "Appointment Cancelled" email notification), so the customer would be able to book another appointment with another employee.
I hope you'll be able to achieve what you need using Loco Translate in combination with Amelia. We're working on a new Customize feature, which will allow a lot more playing around with the forms, and the panels. Most likely, the first version will only work for booking forms, but in time it will work on panels as well, and it will expand, so hopefully working with Loco Translate is just a temporary solution.
Kind Regards,
Aleksandar Vuković
[email protected]
Rate my support
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia demo sites | Docs | Discord Community
You can try wpDataTables add-ons before purchasing on these sandbox sites:
Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables