I'm having problems with clients not being able to check or modify their appointements. I have folowed the tutorials for the Front-end Customer Panel.
Same problem when one of the employes wants to reset their password.
Additional questions:
1. is there any way to flag the clients that didn't come to the appointement so that they can not book anymore?
2. any option to limit one client number of bookings to only 1 in a specific period if time, let's say no more than 1 time per week. I sometimes find myself with clients booking the same service 3 times in 2 days when they only want to book once but they don't know/understant how to cancel.
Are you able to access the customer panel? If you aren't you need to verify these are OK:
1. Create a page with [ameliacustomerpanel] shortcode.
2. Add the URL of that page to Amelia Settings/Roles/Customer, in its designated field.
3. Make sure "Allow customers to reschedule their own appointments" is enabled in that setting, so they can reschedule their appointments.
4. Include %customer_panel_url% placeholder in your email notifications, so your customers can access the panel through their email.
As for your additional questions:
1. This is not possible. There's no way to mark the customer or prevent them from booking again. You can make the booking page accessible only to logged-in users, using some membership plugin, and then flag them through that membership plugin, so they can't navigate to the booking page.
2. This is not possible yet, but our developers will be looking at including this feature in one of our future updates. At the moment, there's no workaround for this.
Did all 4 steps, the page is https://neurologie-lyon.fr/votre-rendez-vous/ but it's not working. When i try to acces the customer panel I need a password or link sent by mail but no mails are sent (including spam folder).
Aditional questions:
1. When a client cancels and another one books the slot after in the planning I see the booking as a group appointement and when I click on it I see both clients : the one who cancelled and also the one who newly booked. Any way to stop it from happening? All my services are set for only 1 client per booking.
2. Recently I'm starting to have clients that have appointements fixed on the planning but when I search for them in the client list they aren't found.
When your clients book an appointment, the "Customer Panel Access" email is not sent (check if this is enabled in Amelia/Notifications) - this email is only sent when they click on "Forgot Password", or if you disable the "Password login" option, and use tokens. In order to send the URL to the panel, so your customers can configure their passwords, you need to include %customer_panel_access% placeholder in "Appointment Approved", "Appointment Pending" and all other potential notifications that you're sending.
The Password Reset email should be sent only if the customer exists in Amelia/Customers, and if the "Customer Panel Access" email template has been enabled.
1. This behavior can't be changed, and the only way to remove canceled appointments is to manually remove them from the appointment.
2. Are they maybe using other names? If a customer "John Doe" books an appointment with [email protected], that customer is saved with those details in Amelia. If that customer books for his wife - "Jane Doe" with the same email, you won't be able to find "Jane Doe" in the customer list, because the email is already associated with John.
The fact that Amelia doesn't always send all the email and SMS notification (for I don't know what reason) + the trouble with the client panel makes that we have between 30-50 appointements /month that are unnecessary. That's around 10% of all of the appointements in a month.
So frequently, som clients book another appointement either because they didn't receive the notification or because they can't change it by themselves. So they either need to call or we need to call them to cancel the unnecessary ones. One client booked 6 times in 2 weeks.
Please provide me a temporary WP-admin (administrator) user for your site where this happens, so we could log in and take a look ‘from the inside’ as that’s the most efficient way to see and resolve the issue.
We do not interfere with any data or anything else except for the plugin (in case that’s a production version of the site), and of course, we do not provide login data to third parties.
You can write credentials here just check PRIVATE Reply so nobody can see them except us.
It still doesn't work. I invite you to do a booking for a service (in october) with your emai adress and try and try to acces the client panel by yourself. You still have WP admin rights.
As for the SMS, I was logged out of the Amelia SMS account several times for about 48 h and during that period clients couldn't receive the sms notifications. It happend about 3 weeks ago, it didn't happen again since. I was well looged in as WP admin.
Something's wrong with your Notifications settings, but I can't say what.
When I changed the credentials, and used my Gmail account, the email went through, with the URL to the panel that contained the token to generate my password:
I generated the password:
And logged in without issues:
You need to check your SMTP settings, something in there's not right. I see you're using "smtp-relay.sendinblue.com" as host, but your email address ends with gmail.com, so you maybe need to use smtp.gmail.com as host. I wouldn't know, but it works fine when notification settings are set up properly.
The appointment has been made on October 1st (you should've received an email also, as an employee), so you can delete it.
Hi,
I'm having problems with clients not being able to check or modify their appointements. I have folowed the tutorials for the Front-end Customer Panel.
Same problem when one of the employes wants to reset their password.
Additional questions:
1. is there any way to flag the clients that didn't come to the appointement so that they can not book anymore?
2. any option to limit one client number of bookings to only 1 in a specific period if time, let's say no more than 1 time per week. I sometimes find myself with clients booking the same service 3 times in 2 days when they only want to book once but they don't know/understant how to cancel.
Thanks.
Hello Nicolaie
Are you able to access the customer panel? If you aren't you need to verify these are OK:
1. Create a page with [ameliacustomerpanel] shortcode.
2. Add the URL of that page to Amelia Settings/Roles/Customer, in its designated field.
3. Make sure "Allow customers to reschedule their own appointments" is enabled in that setting, so they can reschedule their appointments.
4. Include %customer_panel_url% placeholder in your email notifications, so your customers can access the panel through their email.
As for your additional questions:
1. This is not possible. There's no way to mark the customer or prevent them from booking again. You can make the booking page accessible only to logged-in users, using some membership plugin, and then flag them through that membership plugin, so they can't navigate to the booking page.
2. This is not possible yet, but our developers will be looking at including this feature in one of our future updates. At the moment, there's no workaround for this.
Kind Regards,
Aleksandar Vuković
[email protected]
Rate my support
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Hi Aleksandar,
Did all 4 steps, the page is https://neurologie-lyon.fr/votre-rendez-vous/ but it's not working. When i try to acces the customer panel I need a password or link sent by mail but no mails are sent (including spam folder).
Aditional questions:
1. When a client cancels and another one books the slot after in the planning I see the booking as a group appointement and when I click on it I see both clients : the one who cancelled and also the one who newly booked. Any way to stop it from happening? All my services are set for only 1 client per booking.
2. Recently I'm starting to have clients that have appointements fixed on the planning but when I search for them in the client list they aren't found.
Thanks!
Hi again Nicolaie
I can see that this page works fine:
When your clients book an appointment, the "Customer Panel Access" email is not sent (check if this is enabled in Amelia/Notifications) - this email is only sent when they click on "Forgot Password", or if you disable the "Password login" option, and use tokens. In order to send the URL to the panel, so your customers can configure their passwords, you need to include %customer_panel_access% placeholder in "Appointment Approved", "Appointment Pending" and all other potential notifications that you're sending.
The Password Reset email should be sent only if the customer exists in Amelia/Customers, and if the "Customer Panel Access" email template has been enabled.
1. This behavior can't be changed, and the only way to remove canceled appointments is to manually remove them from the appointment.
2. Are they maybe using other names? If a customer "John Doe" books an appointment with [email protected], that customer is saved with those details in Amelia. If that customer books for his wife - "Jane Doe" with the same email, you won't be able to find "Jane Doe" in the customer list, because the email is already associated with John.
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
The fact that Amelia doesn't always send all the email and SMS notification (for I don't know what reason) + the trouble with the client panel makes that we have between 30-50 appointements /month that are unnecessary. That's around 10% of all of the appointements in a month.
So frequently, som clients book another appointement either because they didn't receive the notification or because they can't change it by themselves. So they either need to call or we need to call them to cancel the unnecessary ones. One client booked 6 times in 2 weeks.
For us, this is the biggest problem right now.
Hi again Nicolaie
Please provide me a temporary WP-admin (administrator) user for your site where this happens, so we could log in and take a look ‘from the inside’ as that’s the most efficient way to see and resolve the issue.
We do not interfere with any data or anything else except for the plugin (in case that’s a production version of the site), and of course, we do not provide login data to third parties.
You can write credentials here just check PRIVATE Reply so nobody can see them except us.
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
Hi Aleksandar,
It still doesn't work. I invite you to do a booking for a service (in october) with your emai adress and try and try to acces the client panel by yourself. You still have WP admin rights.
As for the SMS, I was logged out of the Amelia SMS account several times for about 48 h and during that period clients couldn't receive the sms notifications. It happend about 3 weeks ago, it didn't happen again since. I was well looged in as WP admin.
Thanks.
Hi again Nicolaie
Something's wrong with your Notifications settings, but I can't say what.
When I changed the credentials, and used my Gmail account, the email went through, with the URL to the panel that contained the token to generate my password:
I generated the password:
And logged in without issues:
You need to check your SMTP settings, something in there's not right. I see you're using "smtp-relay.sendinblue.com" as host, but your email address ends with gmail.com, so you maybe need to use smtp.gmail.com as host. I wouldn't know, but it works fine when notification settings are set up properly.
The appointment has been made on October 1st (you should've received an email also, as an employee), so you can delete it.
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