Holiday Notice – Support Unavailable on April 18 and April 21

We just wanted to let you know that our support team will be offline on Friday, April 18th (Good Friday) and Monday, April 21st (Easter Monday) due to the holidays.
We'll be back on Tuesday, ready to assist you!

In the meantime, if you need any help, feel free to:

Amelia YouTube Channel

wpDataTables YouTube Channel

Thank you for your understanding, and we wish you a wonderful holiday weekend!

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

Comments

  • Wisam mahmood started the conversation
    September 30, 2021 at 1:01pm

    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
    September 30, 2021 at 6:56pm

    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.