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!

Okay
  Public Ticket #2884306
Sync Wordpress users to Amelia customers
Closed

Comments

  • Wisam mahmood started the conversation

    hi 

    How to sync Wordpress uses to Amelia customers, so we add a booking manually or employee add an appointment pulls the customer from existing WP users if not exist then added as new then the emailID is the identifier…


    Also if the user exist and wants to login to book an appointment should be able to do with one single credentials which the WP… right?


    Is that scenarios are available and how?

  • [deleted] replied

    Thank you for reaching out to us.

    New Customers will be created in Amelia automatically, after their first booking. Also, you can add them manually on the back-end Customers page.

    However, if you want to connect Amelia Customers to existing WP Users, you should assign the Amelia Customer role to these WP Users on the Users page, and then connect them to Amelia Customer profiles:

    4272803327.png
    9321662052.png

    You also choose this option if you want to automatically create a new WordPress user when a new customer profile is created

    7886664936.png

    or when creating a customer manually select Create new from the WordPress user dropdown menu

    6638580879.png

    A user can book an appointment with both WP logins and Customer Panel logins.

    Those the available scenarios we currently have.