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Hi,
After reaching out about my questions and concerns on my pre-purchase Amelia ticket (the person was nice), I was under the impression when I bought this plugin that it will play well with a membership plugin. It is not the case because it is asking my already logged-in membership customers to log in to Amelia separately to access any bookings. This defeats the purpose of being logged-in in the first place.
Is there an option in Amelia to check if a user is logged in and then if so, bypass the Amelia login? The users will have a role of a Membership member and Amelia Employee but they still have to log in to two separate areas in order to see everything.
As mentioned in my earlier ticket that my site is a membership-only site and I need the user flow to be easy and not repetitive. You guys never brought up that this would happen. Is there any timeline or workarounds to getting this to work?
Thanks for your time.
Hi, Jeremy,
Sorry to hear that you faced this issue.
I'm afraid, at the moment it's not possible to link Amelia Customers/Employees to the membership plugin users. Basically, there's no such a built-in feature for that, but probably it can be achieved somehow (we just didn't test similar solutions). For example, one of our clients shared his solution:
"Memberpress has an addon to link your membership levels to any WordPress user role. So you can link your levels to the Amelia Customer user role. And each time a member signs up, the Amelia Customer role is being assigned to the member. During the first appointment, all fields are grayed out since Amelia recognizes him/her as an existing customer."
Maybe it will give you a hint on how to set it up.
Looking forward to hearing from you.
The membership plugin I use, ARMember has the same capability as you mentioned about adding multiple user roles to the member. So I added the Amelia customer role to the user's other roles (ARMember & Amelia employee). It did work by automatically populating the fields when booking appointments.
But when the user wants to review their bookings, whether as a customer or employee, it wants the user to log in to Amelia for both cases. This is the repetitive logging-in part that is annoying me now. Amelia recognizes the user when making a booking but doesn't recognize the user when they want to see the employee or customer panels to review their appointments and their own schedule.
Any thoughts on why this issue remains? The user is linked to all roles necessary to not have to log in for anything more than once.
Thanks,
Jeremy
Hi Jeremy,
thank you for the kind reply
Yes, I'm afraid that Customer and Employee panel logins are separate from the Amelia WordPress Roles, and therefore cannot be influenced with any Role Managing, or Role using third party plugin. These logins are created and used within Amelia only.
I'll kindly ask you to add it as a feature suggestion on this page.
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.
I'm sorry that we could not suggest a workaround at the moment.
Hi again.
Do you have an eta for when the developers will implement a fix for this? Or will it never happen?
In this post, it says "Our developers do have a task to link the two, so a WordPress login would work for Amelia as well, and that will be implemented at some point in the future, we just don’t have an ETA on that."
https://wordpress.org/support/topic/doesnt-link-to-wordpress-users-properly/#post-14981261
If there is any code they can forward to me to get this to work, I'd appreciate it.
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I feel Amelia needs to do a better job of informing potential customers that this login system won't work with any other login system. It is very misleading and I'm sure there are a lot of upset customers that realized this after purchasing and then they create tickets and take up your time too. :(
This needs to be addressed upfront.
Hello Jeremy.
Sorry for the late response. Our team is cut in half due to Covid-19 infections, so our response times are longer than usual. Thank you for your patience!
We're sorry to see you received false info about this, and that we failed to advertise the use of Amelia's panels in combination with WordPress roles.
Please check out the following video:
This applies to MemberPress, Ultimate Member, and any other membership plugin that you may have installed. You can also check the follow-up comment on the same thread you posted here:https://wordpress.org/support/topic/doesnt-link-to-wordpress-users-properly/#post-14987646
Please check out the attached video, and explanation on wordpress.org and let me know if you have some further questions after reviewing it.
Kind Regards,
Aleksandar Vuković
[email protected]
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Thanks for getting back to me. I hope your team's health is not too serious and I wish them a speedy recovery.
It is still hit or miss with the Amelia login form showing on pages where the user is already signed in to their membership account. This video seems to be a workaround for getting customers' details in the fields instead of getting around the issue of Amelia requiring my logged-in membership users to log in a second time through Amelia to see their calendar/schedule. That is my main issue.
I created customer & employee panels on two different pages for each type. Meaning one customer or employee panel page is linked to the customer/employee panel URL field in the settings area and the other pages are not linked but have the shortcode for the panel. Sometimes the linked page to the settings URL bypasses the Amelia login form and sometimes the unlinked page works. Hope that makes sense. :)
For my site, I want logged-in users (through my membership plugin) to see their appointments with other therapists and also see appointments others therapists book with them. All on the same page or pages, without a nagging login form from Amelia when they are already signed in.
For my user experience, I do not want them to log in to the backend for anything. I also don't want my customers to have another user role such as subscriber and I don't want my employees to have an editor role. Everything should be fully automated to work without me logging every new user into the backend once a new user is approved from the Admin. Is this possible?
Will Amelia ever have a feature that doesn't require a separate log-in for customers and employees to see their schedules when being used with a membership plugin? If not, considering your expertise in this category, could you recommend any specific plugins that I should look into? Or any code I can add to my site to get this functionality?
I spent months trying to find a booking/appointment plugin that will fit my criteria (frontend access for employees and customers to book, edit, and view appointments that works with a membership site). I thought this would do it but it seems like this isn't a booking plugin that works with membership sites and is only a standalone booking form. Any recommendations would be great.
Thanks for your input and I hope you are staying healthy.
Thanks,
Jeremy
Hi again Jeremy
Thanks for your concern, we appreciate that. Thankfully, the symptoms are all mild.
#1 - The booking form wouldn't be able to populate anything unless the customer is created in Amelia/Customers, and unless they're already logged into the panel. So, when a WP user has an "Amelia Customer" role, and that user exists in Amelia/Customers, and is linked to the WP user, once they log into WordPress, they'll automatically be logged in to the Customer Panel.
If they are logged in to WordPress, and they book an appointment (when "Automatically create Amelia Customer user" is enabled in Settings/Roles/Customer), the Customer will be created, and linked to the WP user once they book an appointment. Again, when they visit the Customer Panel - they'll be logged into it.
#2 I don't quite understand this. Which settings are you referring to?
#3 This is how it works if they're connected to the Amelia Customer (or Amelia Employee), but they can't be linked unless they have "Amelia Customer" or "Amelia Employee" user role in WP Users. Employees can book between themselves, but if you have an employee, a customer cannot be created using the same email address, so if an employee books with another employee, they won't be able to access the customer panel. If they access the employee panel, they won't be able to see the appointment they booked with another employee, because the employee panel doesn't show that, and is not intended to serve as a customer panel.
#4 Amelia's user roles have to be applied to the user for this to work. Again, If they are logged in to WordPress, and they book an appointment (when "Automatically create Amelia Customer user" is enabled in Settings/Roles/Customer), the Customer will be created, and linked to the WP user once they book an appointment. For employees - you would need to assign another role (Amelia Employee), and link the employee with that WP User from Amelia/Employees.
#5 This is what it does. It doesn't matter if you're using WP login, MemberPress, or any other membership plugin. As soon as they log in, and are linked to a user in Amelia, no additional logins in Amelia are needed.
If you need some further assistance, please feel free to reach out to us.
Kind Regards,
Aleksandar Vuković
[email protected]
Rate my support
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia demo sites | Docs | Discord Community
You can try wpDataTables add-ons before purchasing on these sandbox sites:
Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables