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!
Hello,
I have two questions about the best way to set up the services. I run a coaching business for cyclists.
1. I offer testing as a service. The client does the test, and then I offer several ways of interpreting the test.
I have it set up now as three different services. Two of them require a time to meet; however, the meeting takes place one or two weeks after the test is purchased.
What is the best way to set this up? As a service? Something else?
2. I also offer monthly coaching. Currently, I use Quickbooks to send monthly invoices to clients, which is a pain.
Is there a way to set up a recurring payment in Amelia, so that a customer simply connects a credit card to the account?
Thank you!
Hi Paul,
thank you for reaching out to us
1. You can set up how much in advance customer can book (2 weeks) so once the initial test appointment is done customer will be able to book the next one in 2 weeks. And you can adjust Minimum time required before booking as well.
2. Unfortunately, at the moment there's no option to set recurring payments aka subscriptions in Amelia itself. One of the reasons is that Amelia doesn't store any payment details (what makes it so GDPR-friendly, on the other hand).
We are always looking for ideas on how to make Amelia better. So if you have a couple of minutes, please suggest this feature on our website.
Probably, it can be achieved with some third-party plugin or service, such as WooCommerce's Subscription, but we didn't test it with any subscription plugin, that's why we can't be sure if it will work flawlessly.
Our integration with WooCommerce is payment based, however, for now, only for single transactions.
Thank you!
I didn't ask question number one very well!
The testing procedure does not happen on a schedule. It's simply a service that you can buy online, essentially a product. We don't need to schedule anything.
Hi Paul,
thank you for elaborating
That would be a bit tricky, as Amelia does require an employee to be assigned (but they can be hidden from the client), and a work schedule to be made.
You could make this one as an Event instead to avoid "pick time and date" step.