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 #2907035
Amelia Login vs WP Login
Closed

Comments

  • Shanice Baloe started the conversation

    Hi,

    I created a custom account page for clients. The 'Amelia login requirement' is disabled. Clients can book an appointment without an account but require to log into their custom WP account to view their recent appointments. I created a rule; WP-Customer is also an Amelia Customer.

    How does WP and Amelia communicate this to customers without ever creating an account with password trough my custom login page from WP? It's very confusing when new customers place appointments, receive a token link but no e-mail about their username/e-mail and password to login.

    How Can I fix this?


    Kind regards,


    Shanice

  • [deleted] replied

    Hi Shanice!

    Thank you for reaching out to ussmile.png

    Amelia Customer Role login for WordPress is created automatically upon booking, once this option is active:

    8866662743.png

    Is this custom login created by a third party plugin? The username is always their email address they booked with and the token will allow them to set the password; if this is the regular WordPress email that they receive for their Role.

  • Shanice Baloe replied

    Hi Ivana,


    Thanks for the response. The function 'Automatically create Amelia Customer user' is enabled. I'm using Actions Pack plugin where customers can login and register. When they enter their account they will see the following (see attachment).

    When booking an appointment as unregistered customer without account, the customer will automatically be an Amelia Customer & WordPress Customer (WP= using Actions Pack Plugin and e-mail notifications/verifications). If I'm correct, I should copy and paste https://website.nl/my-custom-account/%customer_panel_url% in the Actions Pak Plugin notifications? Or should it be /wp-admin/%customer_panel_url%?

    Kind regards,


    Shanice

  •  2,576
    Aleksandar replied

    Hello Shanice

    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 WordPress user created, 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 able to visit the Amelia Customer Panel without logging in (since they're already logged in as a WordPress user). 

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

    From your screenshot, I can see that you're still in the building mode of your page builder, so that's why you see the shortcode. We do not have any integration with "Actions Pak" plugin, so I'm not sure what you want to do by pasting that URL, but either way, the URL is incorrect.

    Please check out our documentation about the Customer Panel. We can only help you if you use Amelia's Notifications, and to do that, once you add the Customer Panel shortcode on a page, you need to copy that page's URL and add it to Amelia Settings/Roles/Customer. After that, you need to add the %customer_panel_url% placeholder in Amelia's notification templates, and that's when the URL for the panel will be sent to the customers. If the customers are logged in as WP users, while you have "Automatically create Amelia Customer User" enabled, they will be logged into the panel.

    Kind Regards, 

    Aleksandar Vuković
    [email protected]

    Rate my support

    wpDataTables: FAQ | Facebook | Twitter | InstagramFront-end and back-end demo | Docs

    Amelia: FAQ | Facebook | Twitter | InstagramAmelia 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