I would like an employee to be able to add a customer on their employee only screen where they manage their appointments. They can add an appointment if the customer already exists in the system, but unable to create a new customer if they have never signed up with us before. The employee then has to go to the front end of the website to be able to enter the information.
This is a widely asked for feature; please check out this page; it was most likely already suggested by another client so you can vote for it.
Features are pushed up on our "to-do" list when there are a lot of customers requesting those features, so having your vote as a customer can be beneficial to this feature being developed sooner.
It would be nice to be able to add a new customer from the amelia-employee-panel.
I would like an employee to be able to add a customer on their employee only screen where they manage their appointments. They can add an appointment if the customer already exists in the system, but unable to create a new customer if they have never signed up with us before. The employee then has to go to the front end of the website to be able to enter the information.
Hi Elizabeth!
This is a widely asked for feature; please check out this page; it was most likely already suggested by another client so you can vote for it.
Features are pushed up on our "to-do" list when there are a lot of customers requesting those features, so having your vote as a customer can be beneficial to this feature being developed sooner.