I've currently got "Employee - Manage their appointments" switched off. I want to know how payments work if this is switched on.
For example, "employee A" creates a "new appointment" with a user they have already had a booking from. I can see from your help videos that they can create the date and time for the appointment but I really need to know what happens next. Does the customer get a confirmation email about the new appointment? - Do they have to login to make the payment for this appointment? - How is the payment made for this new appointment/how does the customer know they have to pay for the appointment created by the employee? How does the employee know that the appointment has been paid for?
Also, if an admin were to create a new appointment for the employee on their behalf, once this is saved does the employee and customer get a notification and does the customer get a notification to pay by paypal/stripe etc
At the moment, we don't have any functions that would allow you to book an appointment for a customer, and have them pay for it any other way than on-site.
So, if an employee or an admin creates an appointment for a customer, regardless of the default payment method in Amelia Settings, it will be considered as On-Site payment, and they will need to pay for the appointment on site.
We will work on adding this in the future, but at the moment it's not possible due to legal reasons - Amelia cannot hold payments or charge from customers without their consent, so our management is still working on that. As soon as we have a green light from our legal department, we will start developing the payment feature for booking appointments by staff.
Hi,
I've currently got "Employee - Manage their appointments" switched off. I want to know how payments work if this is switched on.
For example, "employee A" creates a "new appointment" with a user they have already had a booking from. I can see from your help videos that they can create the date and time for the appointment but I really need to know what happens next. Does the customer get a confirmation email about the new appointment? - Do they have to login to make the payment for this appointment? - How is the payment made for this new appointment/how does the customer know they have to pay for the appointment created by the employee? How does the employee know that the appointment has been paid for?
Also, if an admin were to create a new appointment for the employee on their behalf, once this is saved does the employee and customer get a notification and does the customer get a notification to pay by paypal/stripe etc
Thanks
Hello Rob
At the moment, we don't have any functions that would allow you to book an appointment for a customer, and have them pay for it any other way than on-site.
So, if an employee or an admin creates an appointment for a customer, regardless of the default payment method in Amelia Settings, it will be considered as On-Site payment, and they will need to pay for the appointment on site.
We will work on adding this in the future, but at the moment it's not possible due to legal reasons - Amelia cannot hold payments or charge from customers without their consent, so our management is still working on that. As soon as we have a green light from our legal department, we will start developing the payment feature for booking appointments by staff.
Kind Regards,
Aleksandar Vuković
[email protected]
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