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  Public Ticket #2834957
customer login
Closed

Comments

  • Kevin Rittershaus started the conversation
    July 27, 2021 at 12:37am

    Hi,

    I have set up Amelia so customers do not get a WP role. I just want them to be able to login from the link that is sent to them when they book a session. I am using the %customer_panel_url% but when I create a test and open the link (in an Incognito window), they are brought to the customer panel and it asks for Email and Password(no password was in the email. Just a link to customer panel). If I enter a password it says 'incorrect email or password'. I want to make this completely automated so that when a client books a session, they receive the email with a password and can see all their bookings, etc.

    What am I doing wrong?

    Thanks for any help.

  • [deleted] replied
    July 27, 2021 at 8:21am

    Hi, Kevin,

    Thank you for choosing Amelia.

    In Amelia, Customers don't receive login credentials for the Customer panel. They receive a link to the "Create password" page instead. 

    Please note that the link to the Customer Panel needs to be added as a Placeholder %customer_panel_url% in the "Appointment Approved" notification template. The "Customer Panel Access" email template is only sent when a customer requests the password reset through the panel. Thus, once your customer books his/her first appointment, they will receive the Customer Panel URL as well.

    Also, please make sure that you use an email address that wasn't used in Amelia before while testing the Customer panel (since the link is a token and it shows the page according to the User's role).

    Best Regards. 

  • Kevin Rittershaus replied
    July 27, 2021 at 11:26pm

    Hi Liza,

    I have embedded the %customer_panel_url% in the approval email. I tested again with a different email and get the same result (see attached)

    Here's the content of the approval email:

    Dear %customer_full_name%,
You have successfully scheduled a %service_name% appointment with %employee_full_name%. We look forward to seeing you on %appointment_date_time%.
%recurring_appointments_details% 
You can manage your tutoring sessions here Customer Panel Access Link
Thank you for choosing %company_name%


    Also, is there a way for a client to create an account before booking?

  • [deleted] replied
    July 28, 2021 at 10:58am

    Kevin,

    Please note that you have to book a test Appointment under a test Customer to receive the correct link. 

    If you just send a test email notification, you will receive a common login link, not the "create a password" link.

    Best Regards. 

  • Kevin Rittershaus replied
    July 28, 2021 at 12:02pm

    I did book a test appointment. I was just showing you what the email looked like. 

  • [deleted] replied
    July 28, 2021 at 12:10pm

    Kevin,

    That's why I mentioned the test Appointment since the email notification that you provided in your reply looks like a test notification (no placeholders are filled with the Customer's data). 

    I can book a test Appointment on your site to test the notification as well if you'd like me to. 

    Best Regards. 

  • Kevin Rittershaus replied
    July 28, 2021 at 12:37pm

    that would be great. I just want to make sure I have it set up correctly. 

    https://pgtutors.seacoastwebdevelopment.com/book-a-session/


  • [deleted] replied
    July 28, 2021 at 8:31pm

    Kevin,

    Sure.

    So, I booked a test Appointment (the customer's name is Amelia Test), and I received the link to the sign-in page, not to the sign-up one.

    Could you please provide us with a temporary WP Admin login for further investigation? You can post credentials as a private reply to this ticket.

    Looking forward to hearing from you. 

  •   Kevin Rittershaus replied privately
  •   [deleted] replied privately
  •   Kevin Rittershaus replied privately
  • [deleted] replied
    July 30, 2021 at 6:44pm

    Hi Kevin

    I am sure you are not an idiot, but we can all feel like that from time to time so it's oksmile.png 

    Customer account is being created in the moment of booking so unfortunately they will not be able to create an Amelia Customer account any other way.