Hi Erwan

Thank you for reaching out to us.

If you want your Customers to access their profiles on the front-end Customer panel, you need to create a Customer panel and include %customer_panel_url% placeholder in the Appointment Pending or Appointment Approved email notification (not in the Customer Panel Access notification since this one is made for the password change):

After they receive an email that their appointment is booked, they will see the link to log into the Customer Panel, and the first time they visit that link, they will enter the password which they will later use to log into the panel. Or, if you disabled access with a password, they will receive a token that will allow them to log in straight away. 

Also, if you test the Customer Panel, you should book a test Appointment with an email address that wasn't used for any Amelia user before. You should access the Panel being logged out from the WP Admin user (it will be even better if you use incognito mode). Only then the link and the Panel itself will work correctly.

Hope that will help.

Hello Erwan

Did you add the URL of your customer panel to Amelia Settings/Roles/Customer, in the designated section?

If you have, please note that you cannot paste the URL in the Notification template, as that will only lead them to the page. You need to paste %customer_panel_url% placeholder in order for the plugin to generate the token that allows them to create the password.

Please check out the attached article and let me know if you have some further questions after reviewing it.

Notification Placeholders

Hello again Erwan

That's not what we said. Let me quote Liza:

If you want your Customers to access their profiles on the front-end Customer panel, you need to create a Customer panel and include %customer_panel_url% placeholder in the Appointment Pending or Appointment Approved email notification (not in the Customer Panel Access notification since this one is made for the password change):

I used the wp-admin you provided for us earlier, and I can confirm that nowhere in the Appointment Approved notification did you place this placeholder:

In order for the customer to generate a password for the panel, you need to include %customer_panel_url% placeholder. If you add the full URL to the customer panel, it will not work because it is only a URL, whereas the placeholder generates a token that tells Amelia that this customer doesn't yet have a password and that it needs to be created.

Add the %customer_panel_url% placeholder to the email templates that you have, book an appointment using a real email address (which is not linked to employees or admins of the site) and then click on the generated URL with the token that you receive in the email. You will be taken to the password creation page.

In order to allow existing WordPress users to log both into WordPress (or WooCommerce, or some membership plugin) and Amelia using the same credentials, customers and employees in Amelia need to have "Amelia Customer" or "Amelia Employee" user role assigned to them. 

If there's a created WordPress user, but they don't yet have anything purchased through Amelia, you need to enable "Automatically create Amelia Customer user" in Amelia Settings/Roles/Customer, and then - after they log into their WordPress user, once they land on Amelia's booking page, their details will already be populated, and once they purchase the appointment, they'll be added to Amelia/Customers; linked to the WordPress user, and they will be able to visit the Amelia Customer Panel without logging in (since they're already logged in as a WordPress user).

If you already created a user with "Amelia Customer" but they haven't purchased anything with Amelia yet, that user won't be linked to any customers you have in Amelia, so before they are able to log into Amelia's Customer Panel, they either need to book an appointment while they're logged into WordPress, WooCommerce, or a membership plugin, or you need to create a customer by going into Amelia/Customers/Add Customer. When you create a customer, link that customer to the WordPress user, and that's it. After that, they will be able to log in with the same password that's used for logging into WordPress.

Please take a look at our video about this: https://youtu.be/nm7f7RDSYow

Please note: If you change the password of the employee, or the customer through WordPress, the same password will apply to Amelia's Panels, but if you change the password through the Customer or the Employee Panel in Amelia, that password will not be applied to the WordPress user role. This is because Amelia doesn't require a WordPress user to be created in order to grant access to the panels - that is optional, and Amelia can't modify the password for WordPress users.

You're welcome, Erwan, glad I could help!

If you have any further questions or issues, please feel free to open a new ticket, and we'll gladly help.