My client has asked several questions I do not know to answer. She has a company who offers adventures and experiences in Spain.
1. When they create a booking manually, the emails are sent according to the status of the appointment: accepted, pending, etc.
Let's say I create an appointment with 3 people and approve it, and 2 days later I add 2 new clients more to the appointment. Does the 2 new people receive the approved mail notification?
2. My client needs one manager role, who is the person who assign the appointments to the employers.
They don't want the client to be able choose the guide who will go to the experience. They want that after the service is booked, the manager choose which employee is available and assign the service to them.
How can I do that? And there is a way to hide the employee through the booking process?
3. How can the client reduce the number of people who can choose an appointment for a specific day?
For example, on canyoning, sometimes 3 people book from airbnb. How can she change the spots available only for that day from 8 to 5?
4. When Woocommerce payment is activated. Is there an option of leaving the appointment status as pending and when the manager approves it, the client can pay the appointment?
Or the client must pay, it stays the booking as pending, and if it is cancelled, she has to return the money manually to each customer through woocommerce.
5. When Woocommerce payment is activated. If the manager creates a reservation manually, when has the client to pay? I do not see any email on amelia about that.
1. Sure, each client will receive a confirmation individually; doesn't matter that it's a group appointment, with notifications they are all treated separately. Especially since it may happen that not all attendees book on the same day (if the appointment is in 3 days someone might book right now, but 2 people could book tomorrow, etc).
2. Manager would be able to do this; it's just important to hide any trace of an employee from the customer on the front end (it's possible), so when client books, system will automatically assign any available employee for that service and time, and Manager can simply go to Amelia > Appointments, and reassign the appointment to someone else. I would also recommend taking out the employee name placeholder from the appointment notification templates, so that the client is not aware of any possible changes (if they receive an initial email during booking that service is done by Jane, and they come over to their appointment and Mary is performing it, it may cause confusion / client dissatisfaction).
3. Spots number can be changed only for the full service, or per employee. You could create an employee for specific dates who would have less or more open spots for a certain service. Changing capacity mid booking (3 out of 5 people booked already, 2 spots left open), could potentially not work as this was not intended as a part of the feature; you could change the capacity but it will most likely just change for other open appointments that have not yet been booked at all.
4. Appointments can be set to be manually approved, however, as Amelia does not store payment data of customers (which makes her GDPR compliant), the payment would be taken from the customer immediately upon booking, whether the appointment is automatically set to be approved or not. In case that the manager wants to reject the appointment, a refund would need to be issued manually.
If the WooCommerce is active, and booking is made manually, the payment would need to be made in person.
Hi
My client has asked several questions I do not know to answer. She has a company who offers adventures and experiences in Spain.
1. When they create a booking manually, the emails are sent according to the status of the appointment: accepted, pending, etc.
Let's say I create an appointment with 3 people and approve it, and 2 days later I add 2 new clients more to the appointment. Does the 2 new people receive the approved mail notification?
2. My client needs one manager role, who is the person who assign the appointments to the employers.
They don't want the client to be able choose the guide who will go to the experience. They want that after the service is booked, the manager choose which employee is available and assign the service to them.
How can I do that? And there is a way to hide the employee through the booking process?
3. How can the client reduce the number of people who can choose an appointment for a specific day?
For example, on canyoning, sometimes 3 people book from airbnb. How can she change the spots available only for that day from 8 to 5?
4. When Woocommerce payment is activated. Is there an option of leaving the appointment status as pending and when the manager approves it, the client can pay the appointment?
Or the client must pay, it stays the booking as pending, and if it is cancelled, she has to return the money manually to each customer through woocommerce.
5. When Woocommerce payment is activated. If the manager creates a reservation manually, when has the client to pay? I do not see any email on amelia about that.
Thanks
Hi Clara!
Thank you for reaching out
Sure, I will be happy to advise:
1. Sure, each client will receive a confirmation individually; doesn't matter that it's a group appointment, with notifications they are all treated separately. Especially since it may happen that not all attendees book on the same day (if the appointment is in 3 days someone might book right now, but 2 people could book tomorrow, etc).
2. Manager would be able to do this; it's just important to hide any trace of an employee from the customer on the front end (it's possible), so when client books, system will automatically assign any available employee for that service and time, and Manager can simply go to Amelia > Appointments, and reassign the appointment to someone else. I would also recommend taking out the employee name placeholder from the appointment notification templates, so that the client is not aware of any possible changes (if they receive an initial email during booking that service is done by Jane, and they come over to their appointment and Mary is performing it, it may cause confusion / client dissatisfaction).
3. Spots number can be changed only for the full service, or per employee. You could create an employee for specific dates who would have less or more open spots for a certain service. Changing capacity mid booking (3 out of 5 people booked already, 2 spots left open), could potentially not work as this was not intended as a part of the feature; you could change the capacity but it will most likely just change for other open appointments that have not yet been booked at all.
4. Appointments can be set to be manually approved, however, as Amelia does not store payment data of customers (which makes her GDPR compliant), the payment would be taken from the customer immediately upon booking, whether the appointment is automatically set to be approved or not. In case that the manager wants to reject the appointment, a refund would need to be issued manually.
If the WooCommerce is active, and booking is made manually, the payment would need to be made in person.
I hope this helps!