hello, i have locations setup in amelia as Zoom or Phone Calls (these are the 2 location options we are providing).
Since this has to be attached to an employee, we had to create 2 employees to provide these location options. Ultimately each of these users are 1 employee.
In catalog view, I want to hide the employee options since they are technically same person repeated.
How can I do this or is there a better setup for zoom/phone options?
To make this as simple as possible, I would simply make this a new required field in the final section of booking.
Make your employees at only one location (i.e. Howard Street, HQ, etc.). Go to Amelia > Customize. At the top, there is a selection "Required Information." This area lets you add additional questions and options to the booking sequence. Your employee would simply look over the booking to see what the customer selected to properly call or Zoom them.
Select " + Add Custom Field " and select what you'd like it to look like, such as a radio box. Be sure you select "All Services" or whatever service is attached to these in the field, or it won't show in the appointment bookings.
This will add the information into the last step:
Hopefully this helps solve the issue. While a method is probably available to do it the way you have it set up, it's much more complex than it needs to be and requires back-end coding.
Hi! I figured this would be a way, I wasn't sure if there was another way to have it displayed as Location rather than an option in body of appointment.
I have another question on user roles.
I want the flow to work like this:
1-customer schedules appointment with Admin/Manager
2-admin/manager approves and assigns to employee.
I didnt see an option to add admins as employee option for consultations.
For the manager, currently I need them to also have admin access to work with other plugins.
Hello just FYI I deleted the pages that were giving me the error and rebuilt them, and also added the header manually to the pages where the header was not displaying. Now however, when I make an update to the header the updates are not appearing on the rest of the pages with the header. .
You can hide the employees through the Customize section. First, select the Catalog Booking Form:
In there, you can remove the image thumbs that show the initials of the employees:
Then switch to step 2, and hide the "Service employees list" from services selection:
Then you can switch to the "Catalog Service" flow:
In the 1st step you can hide the employees list:
Then, when you move to the 2nd step, you can hide the employee dropdown:
Play around with the customize section - you can do quite a lot with it now.
It's not advisable to share the admin or manager role with an employee, so there's no way a customer can book an appointment with an admin. If you mix these roles, you may have issues with the plugin because the capabilities of these users are not the same, so they'd be in conflict.
Customers can book appointments only with employees, not admins, so if you added an employee with an administrator email address, delete that employee. Same goes for the manager role. Each role is different, and they shouldn't be mixed.
As for your latest comment about the headers - what exactly are you referring to? I don't understand this.
hello, i have locations setup in amelia as Zoom or Phone Calls (these are the 2 location options we are providing).
Since this has to be attached to an employee, we had to create 2 employees to provide these location options. Ultimately each of these users are 1 employee.
In catalog view, I want to hide the employee options since they are technically same person repeated.
How can I do this or is there a better setup for zoom/phone options?
Hi, Michelle!
Are you adding services on top of the phone/zoom calls, or is that the only available option you're using within the appointments?
Hi! - I have different consultations listed as services, and under each one i want to have option for zoom or phone shown as the location field
To make this as simple as possible, I would simply make this a new required field in the final section of booking.
Make your employees at only one location (i.e. Howard Street, HQ, etc.). Go to Amelia > Customize. At the top, there is a selection "Required Information." This area lets you add additional questions and options to the booking sequence. Your employee would simply look over the booking to see what the customer selected to properly call or Zoom them.
Select " + Add Custom Field " and select what you'd like it to look like, such as a radio box. Be sure you select "All Services" or whatever service is attached to these in the field, or it won't show in the appointment bookings.
This will add the information into the last step:
Hopefully this helps solve the issue. While a method is probably available to do it the way you have it set up, it's much more complex than it needs to be and requires back-end coding.
Jonathan
Hi! I figured this would be a way, I wasn't sure if there was another way to have it displayed as Location rather than an option in body of appointment.
I have another question on user roles.
I want the flow to work like this:
1-customer schedules appointment with Admin/Manager
2-admin/manager approves and assigns to employee.
I didnt see an option to add admins as employee option for consultations.
For the manager, currently I need them to also have admin access to work with other plugins.
Thanks
Michelle
Hello just FYI I deleted the pages that were giving me the error and rebuilt them, and also added the header manually to the pages where the header was not displaying. Now however, when I make an update to the header the updates are not appearing on the rest of the pages with the header. .
Hello Michelle
You can hide the employees through the Customize section. First, select the Catalog Booking Form:
In there, you can remove the image thumbs that show the initials of the employees:
Then switch to step 2, and hide the "Service employees list" from services selection:
Then you can switch to the "Catalog Service" flow:
In the 1st step you can hide the employees list:
Then, when you move to the 2nd step, you can hide the employee dropdown:
Play around with the customize section - you can do quite a lot with it now.
It's not advisable to share the admin or manager role with an employee, so there's no way a customer can book an appointment with an admin. If you mix these roles, you may have issues with the plugin because the capabilities of these users are not the same, so they'd be in conflict.
Customers can book appointments only with employees, not admins, so if you added an employee with an administrator email address, delete that employee. Same goes for the manager role. Each role is different, and they shouldn't be mixed.
As for your latest comment about the headers - what exactly are you referring to? I don't understand this.
Kind Regards,
Aleksandar Vuković
[email protected]
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