So he can do it only if I create his account section, login etc. I don't want to implement that section because it becomes heavy for the client. Is there no other way? Like a link to send in the order confirmation email?
The account isn't created by anyone actually, as that kind of managing would be quite hard to maintain for all the "customer profiles".
Instead, when you set 1 Customer Panel, it's for everyone.
Customer receives a unique link to the panel, which pulls only that customer's information into the panel. Password is set and changed by the customer only, so it's not an obligation for the client to worry about customer accounts, as they don't exist; it's just a panel that pulls out specific customer's appointment information depending on who logs in.
So do I need to create a page with the customer account shortcode? and put a link to that page in the email to cancel? but without login how do your data come out?
I apologize for the later response, as we don't work on weekends.
If you only need the cancellation link without the panel, you can go to WordPress > Pages, create a new Page, copy it's URL, go to Amelia > Settings > Notifications, and paste it into the field Successful Cancellation URL. Once the link in the email is clicked, appointment will be cancelled and client will be taken to this page.
I wanted to know if the customer has a way to cancel his reservation somewhere
Hi Marco,
thank you for reaching out to us; I apologize for the later response, as we don't work on weekends.
Yes, you can allow the customer to cancel and reschedule their appointments in the Customer Panel.
Please let me know if you have further questions.
So he can do it only if I create his account section, login etc. I don't want to implement that section because it becomes heavy for the client. Is there no other way? Like a link to send in the order confirmation email?
Hi Marco,
thank you for the kind reply.
The account isn't created by anyone actually, as that kind of managing would be quite hard to maintain for all the "customer profiles".
Instead, when you set 1 Customer Panel, it's for everyone.
Customer receives a unique link to the panel, which pulls only that customer's information into the panel. Password is set and changed by the customer only, so it's not an obligation for the client to worry about customer accounts, as they don't exist; it's just a panel that pulls out specific customer's appointment information depending on who logs in.
So do I need to create a page with the customer account shortcode? and put a link to that page in the email to cancel? but without login how do your data come out?
Hi Marco,
thank you for the kind reply!
I apologize for the later response, as we don't work on weekends.
If you only need the cancellation link without the panel, you can go to WordPress > Pages, create a new Page, copy it's URL, go to Amelia > Settings > Notifications, and paste it into the field Successful Cancellation URL. Once the link in the email is clicked, appointment will be cancelled and client will be taken to this page.