I have a bunch of services and 3 employees. All 3 employees are available for all services. How can I set this up so that the customer can select an employee from a list of available employees for that service.
Yea, I already had that set up as you showed. But that doesn't work. I want the user to be able to select 1 employee from a list of 3 employees. All this does is display the names of all 3 employees - the user can't select an employee. Also I don't have a label for "any employee" as shown in your screenshot.
I just figured it out. I was looking at the wrong place on the customize page.
But this feature is really of no use. If a user selects and appointment at 10 am and then selects an employee, the next user who selects the same appointment at the same time shouldNOT be able to see the name of the employee that was already booked by a previous user for this date and time.
This is what I want to do:
1. 3 employees are available for all services. ( 2 categories with 14 services each)
2. when a user books an appointment and selects 1 of the employees, this employee should no longer be available for the appointment time that was already booked by a previous user.
I will try to explain to you what we are using Amelia for:
This will be used to let visitors book an airport shuttle. The page is set up using the catalog version and not the wizard/step by step version.
There are 2 airports that will be served. So I set up the catalog with 2 categories, one for each airport. Each category (airport) has 14 destinations.
There are 3 employees/drivers. All employees/drivers are connected to all services in both categories, so there is no special employee for just 1 special service - all employees are available for all services at all times.
When a person books an appointment, he/she choose an airport (category), then chooses a destination (service). 1 of the 3 available drivers is automatically selected for the booking. (I have decided not to allow the users to select an employee from the list. After the booking has been finished, the employee/driver tied to that reservation/service is no longer available for any other bookings in the same time slot.
So only 1 person/booking for 1 driver.
So what's important here is to avoid double bookings. For example, if a driver has a booking for 9-10 am, then this driver should not be available for any other services in the time from 9-10 am.
We have added enough "before and after" time to allow for the drivers to get to their next appointment. So a booking lasting 1 hour (9-10 am), is in reality only a driving time of 20 minutes. So the driver has the remaining 40 minutes to get to their next booking.
I didn't receive an invite yet (if you sent it via email).
Ok, I guess it can be achieved with two Services (one for each Category) assigned to 3 Employees, and if you set Service Capacity to 1 and disable "Allow booking below minimum capacity" in Amelia -> Settings -> Appointments, it should work the way you require. There will be no overbooking, and only one person will be able to book one time slot with one Employee.
No I guess you didn't understand - but that's because I probably didn't describe it that well.
I have 2 categories. There are 14 services for each category. Each service represents a destination. So you can pick the category "Destin Airport", and then select from 1 of 14 services (destinations).
I don't really understand why you would suggest doing it by setting the service capacity. If an employee is booked for a service at a certain time, I guess Amelia is smart enough to not allow users to book any other services at the same time for that 1 employee. Or am I missing something here?
Ameli is smart enough, of course, it is just a habit to mention all possible settings. If you disable "Allow booking below minimum capacity" and "Allow booking above maximum capacity", there won't be overbooking no matter what the capacity is.
So if I understand you, I HAVE to allow the user to select an employee? I was hoping that Amelia would do that automatically.
What I mean by that is: I DO NOT show a field where the user can select an employee. I let Amelia select an employee. When an employee has been automatically selected for a service at a specific date and time, this employee is automatically no longer available in the system for any other bookings for the same date and time.
So Amelia cannot do this?
You still have to send me a email address if you want access to WP
But that doesn't match the topic of the ticket then, and I felt like we started with something different:
What did I miss?
Yes, Amelia can select Employee automatically, of course. There's no special algorithm for that, so they will be assigned to the Appointments randomly (just in case).
"But that doesn't match the topic of the ticket then, and I felt like we started with something different:"
That's true, that my fault. The customer has decided to let Amelia pick the employees. But we did get it working that the customer can select also, which is goods to know. You never know when the customer will change his mind.
I have a bunch of services and 3 employees. All 3 employees are available for all services. How can I set this up so that the customer can select an employee from a list of available employees for that service.
Hi again, Gary,
If you updated Amelia to v4.1, it can be achieved on the Customize page:
You can choose the Catalog form -> Service on the top of the page, and then modify the Employee selection by enabling the "Mandatory field" option:
Also, you can change the order of the fields if you want.
Hope that will help.
Best Regards.
Hi Liza,
Yea, I already had that set up as you showed. But that doesn't work. I want the user to be able to select 1 employee from a list of 3 employees. All this does is display the names of all 3 employees - the user can't select an employee. Also I don't have a label for "any employee" as shown in your screenshot.
So I guess I must be doing something wrong.
Here is a screenshot of what I see:
Gary,
Can I try to change this setting on your site?
If so, please provide me with a temporary WP Admin login in a private reply to this ticket.
Best Regards.
sure no problem. Can you give me a email address for the login?
Hi Liza,
I just figured it out. I was looking at the wrong place on the customize page.
But this feature is really of no use. If a user selects and appointment at 10 am and then selects an employee, the next user who selects the same appointment at the same time should NOT be able to see the name of the employee that was already booked by a previous user for this date and time.
This is what I want to do:
1. 3 employees are available for all services. ( 2 categories with 14 services each)
2. when a user books an appointment and selects 1 of the employees, this employee should no longer be available for the appointment time that was already booked by a previous user.
Gary,
In this case, it's related to some other settings rather than to the Customize page.
Could you please tell what is the Service Capacity and how many people should book an Appointment with one Employee at once?
Looking forward to hearing from you.
Hi Liza,
i would like to send you a WP Login, but WP requires entering an E-Mail address. Which E-Mail should I use to set up your login?
To answer your last question:
I'm not sure what you mean by "Service Capacity"?
I will try to explain to you what we are using Amelia for:
This will be used to let visitors book an airport shuttle. The page is set up using the catalog version and not the wizard/step by step version.
There are 2 airports that will be served. So I set up the catalog with 2 categories, one for each airport. Each category (airport) has 14 destinations.
There are 3 employees/drivers. All employees/drivers are connected to all services in both categories, so there is no special employee for just 1 special service - all employees are available for all services at all times.
When a person books an appointment, he/she choose an airport (category), then chooses a destination (service). 1 of the 3 available drivers is automatically selected for the booking. (I have decided not to allow the users to select an employee from the list. After the booking has been finished, the employee/driver tied to that reservation/service is no longer available for any other bookings in the same time slot.
So only 1 person/booking for 1 driver.
So what's important here is to avoid double bookings. For example, if a driver has a booking for 9-10 am, then this driver should not be available for any other services in the time from 9-10 am.
We have added enough "before and after" time to allow for the drivers to get to their next appointment. So a booking lasting 1 hour (9-10 am), is in reality only a driving time of 20 minutes. So the driver has the remaining 40 minutes to get to their next booking.
Gary,
I didn't receive an invite yet (if you sent it via email).
Ok, I guess it can be achieved with two Services (one for each Category) assigned to 3 Employees, and if you set Service Capacity to 1 and disable "Allow booking below minimum capacity" in Amelia -> Settings -> Appointments, it should work the way you require. There will be no overbooking, and only one person will be able to book one time slot with one Employee.
Did I understand the idea correctly?
Best Regards.
Hi Liza,
once again, I can't send you an invite without you first sending me your email. To which email should i send the invite to?
Gary,
I posted my email address as a private reply below:
Looking forward to hearing from you.
You wrote: "Did I understand the idea correctly?"
No I guess you didn't understand - but that's because I probably didn't describe it that well.
I have 2 categories. There are 14 services for each category. Each service represents a destination. So you can pick the category "Destin Airport", and then select from 1 of 14 services (destinations).
I don't really understand why you would suggest doing it by setting the service capacity. If an employee is booked for a service at a certain time, I guess Amelia is smart enough to not allow users to book any other services at the same time for that 1 employee. Or am I missing something here?
https://okaloosaadventures.com/okaloosaadventures/shuttle-service/
Gary,
Ok, let me analyze your case for a bit.
Ameli is smart enough, of course, it is just a habit to mention all possible settings. If you disable "Allow booking below minimum capacity" and "Allow booking above maximum capacity", there won't be overbooking no matter what the capacity is.
Gary,
That's the view you should modify to make Employee selection mandatory:
And this is the element that should be modified:
Please don't forget to save the changes (on the left menu):
And that should work the way you described: once an Employee is booked, he is not available for further bookings on the same time slot.
Best Regards.
Hi Liza,
So if I understand you, I HAVE to allow the user to select an employee? I was hoping that Amelia would do that automatically.
What I mean by that is: I DO NOT show a field where the user can select an employee. I let Amelia select an employee. When an employee has been automatically selected for a service at a specific date and time, this employee is automatically no longer available in the system for any other bookings for the same date and time.
So Amelia cannot do this?
You still have to send me a email address if you want access to WP
Gary,
But that doesn't match the topic of the ticket then, and I felt like we started with something different:
What did I miss?
Yes, Amelia can select Employee automatically, of course. There's no special algorithm for that, so they will be assigned to the Appointments randomly (just in case).
My email address is: [email protected]
Best Regards.
Hi Liza,
Sorry I didn't see your private reply earlier. You should have gotten a mail with your WP Login.
I seem to have things working now. I have made some tests and it seems that Amelia does prevent double bookings - so I'm very happy!
Thanks you for your patience and support!
Gary
"But that doesn't match the topic of the ticket then, and I felt like we started with something different:"
That's true, that my fault. The customer has decided to let Amelia pick the employees. But we did get it working that the customer can select also, which is goods to know. You never know when the customer will change his mind.
Sorry for the confusion!
Gary,
Oh, that's great.
For a moment I thought maybe I misunderstood something since I'm not a native speaker, maybe there was some phrasal verb I overlooked.
Ok, then I guess there's no need to log in and check the settings since we sorted it out. Or there are any questions left?
Best Regards.
That's correct, there's no need for any further action. Thank you for your help!
Your english is VERY good for someone who's not a native speaker!!
Have a nice weekend,
Gary
Gary,
Haha, thank you for your kind words.
Then, please feel free to contact us once you have any other questions.
Best Regards.