We're Moving to a New Support Platform – Starting June 1st!
We’re excited to let you know that starting June 1st, we’ll be transitioning to a new support system that will be available directly on our product websites – Amelia, wpDataTables, and Report Builder. In fact, the new support platform is already live for Amelia and wpDataTables, and we encourage you to reach out to us there.
You'll always be able to reach us through a widget in the bottom right corner of each website, where you can ask questions, report issues, or simply get assistance.
While we still do not offer live support, a new advanced, AI-powered assistant, trained on our documentation, use cases, and real conversations with our team, is there to help with basic to intermediate questions in no time.
We're doing our best to make this transition smooth and hassle-free. After June 1st, this current support website will redirect you to the new "Contact Us" pages on our product sites.
Thanks for your continued support and trust – we’re excited to bring you an even better support experience!
Hi there!
I have a few questions about the Front-end Customer Panel.
Some background info: I added the shortcode for Customer Panel in a new page and linked the Amelia Settings > Roles Settings > Customer Panel Page URL back to the new page I created.
1. What conditions apply to allow users to login from this Front-End Customer panel? At first, I thought I couldn't log in because the account's role wasn't set to Amelia Customer or Customer (from WooCommerce). But I don't think it was the case because a non-customer account worked and customer accounts didn't.
2. I tried to "Forget Password" from the Front-End Customer panel but it didn't work. I couldn't find any emails or links even though it shows that the email with access link has been sent. (I can't figure out what settings I'm missing)
Also, I'd like to ask about the data I can export from Amelia.
Currently, I can only check the last appointment and total appointments for the customer when I export from "Customers". To see what appointments are made, I'll have to look through the "Appointments" file and to see how much they paid for the appointment, I need to check "Payments".
Is there any way to see all the customer booking data centralized in one file instead of searching through 3 different files and dozens of records?
Your help is greatly appreciated!! Have a nice day!
Hi Rachel,
thank you for reaching out
Please check if your Customer has a booking; customer must have one booking before gaining access to the Panel.
Also, please make sure that you have activated the notification Customer Panel Access, and that you have placed the %customer_panel_url% placeholder into it, as that is the one that triggers when you click Forgot Password.
You can filter out the customer you need in Amelia > Appointments and export only them, by entering their name in Customer filter, or choosing their name from the dropdown menu.
Thanks Ivana! It worked like a charm :D
Just a quick question relating the Notification Settings.
Currently I'm using a test gmail account to send out the emails. I followed the documentation instructions to set up the mail service, host and port etc. Now, I would like to change it to an email that ends with my domain rather than gmail.com. I do have google workspace so I was wondering if the settings are the same as that of a gmail.
Many thanks!!
Hi, Rachel,
You can try to use the SMTP mail service with the current settings. If test email notifications are not being sent, then it means that these settings don't suit your domain-based email address, and you should reach out to your hosting provider and ask them to provide you with the correct settings.
Best Regards.