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  Public Ticket #2843560
Setting Customer Password in Sign Up
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  • Matthew Bambrick started the conversation

    How can i get my customer to set a password for their new account during sign up?

  • [deleted] replied

    Hi Matthew

    Thank you for reaching out to us.

    Automatically Create Amelia Customer refers to Users and Roles; and is an option for WP to automatically sends their login link when this option is active.

    If you like, you can turn this option off, and turn back to the Notification emails.

    You set up the panel on a page, copy that page's URL, and paste it into Amelia > Settings > Roles > Customer > Panel URL. Now we have the endpoint.

    To connect the customer to this endpoint, you just need to go to Amelia > Notifications, and make sure that placeholder %customer_panel_url% is inside both Appointment Approved notification template, and Customer Panel Access notification template.

    When customer books, they get Appointment Approved notification and click on the link. This takes them to the panel on the page we connected previously.

    Here the customer can click Forgot Password in order to create one; this will trigger Customer Panel Access email to be sent with another link. When they click on that link they are taken back to the panel, but this time it will ask them to create a new password.

    Then they can log in.