So on the customer's end, they receive an email and cannot click the text "link" which should set up their password. Looking at it deeper I see that there's no shortcode to "link" so where should the customer be directed to exactly?
When a Customer books an appointment, their profile is created, and they need to configure their password. In order to do that, you need to include %customer_panel_url% placeholder in Appointment Approver and/or Appointment Pending email notification (not in the Customer Panel Access notification since this one is made for the password change).
After they receive an email that their appointment is booked, they will see the link to log into the Customer Panel, and the first time they visit that link, they will enter the password which they will later use to log into the panel.
Please note: If you don't enable "Automatically create Amelia Customer user" in Amelia settings/Roles/Customer; the plugin will not create a WordPress user role, so the Customers won't have access to the back-end.
Also, if you test the Customer Panel, you should book a test Appointment with an email address that wasn't used for any Amelia user before. You should access the Panel being logged out from the WP. Only then the links and the Panel itself will work correctly.
So on the customer's end, they receive an email and cannot click the text "link" which should set up their password. Looking at it deeper I see that there's no shortcode to "link" so where should the customer be directed to exactly?
Hi, Calvin!
Thank you for choosing Amelia.
When a Customer books an appointment, their profile is created, and they need to configure their password. In order to do that, you need to include %customer_panel_url% placeholder in Appointment Approver and/or Appointment Pending email notification (not in the Customer Panel Access notification since this one is made for the password change).
After they receive an email that their appointment is booked, they will see the link to log into the Customer Panel, and the first time they visit that link, they will enter the password which they will later use to log into the panel.
Please note: If you don't enable "Automatically create Amelia Customer user" in Amelia settings/Roles/Customer; the plugin will not create a WordPress user role, so the Customers won't have access to the back-end.
Also, if you test the Customer Panel, you should book a test Appointment with an email address that wasn't used for any Amelia user before. You should access the Panel being logged out from the WP. Only then the links and the Panel itself will work correctly.
Hope that will help.
Best Regards.