Hey there, Awesome Customers!

Just a heads up: We'll be taking a breather to celebrate International Workers' Day (May 1st and 2nd - Wednesday and Thursday) and Orthodox Easter from Good Friday (May 3rd) through Easter Monday (May 6th). So, from May 1st to May 6th, our team will be off enjoying some well-deserved downtime.

During this time, our customer support will be running on a smaller crew, but don't worry! We'll still be around to help with any urgent matters, though it might take us a bit longer than usual to get back to you.

We'll be back in action at full throttle on May 7th (Tuesday), ready to tackle your questions and requests with gusto!

In the meantime, you can explore our documentation for Amelia and wpDataTables. You'll find loads of helpful resources, including articles and handy video tutorials on YouTube (Amelia's YouTube Channel and wpDataTables' YouTube Channel). These gems might just have the answers you're looking for while we're kicking back.

Thanks a bunch for your understanding and support!

Catch you on the flip side!

Warm regards,

TMS

Okay
  Public Ticket #2920731
Locations / Employee view options
Closed

Comments

  • Michelle started the conversation

    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?

  •  2
    Jonathan replied

    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?

  • Michelle replied

    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

  •  2
    Jonathan replied

    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. 

    6696476763.png

    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.

    4987931782.png

    This will add the information into the last step:

    1214690631.png

    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

  • Michelle replied

    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

  • Michelle replied

    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. . 

  •  2,498
    Aleksandar replied

    Hello Michelle

    You can hide the employees through the Customize section. First, select the Catalog Booking Form:

    3475552073.png

    In there, you can remove the image thumbs that show the initials of the employees:

    3400419140.png

    Then switch to step 2, and hide the "Service employees list" from services selection:

    5093098775.png

    Then you can switch to the "Catalog Service" flow:

    5798917752.png

    In the 1st step you can hide the employees list:

    5371805504.png

    Then, when you move to the 2nd step, you can hide the employee dropdown:

    3778515762.png

    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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