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I have a form that users submit to request info for a product. Users that submit this form are also registered as an Amelia Customer. Is there a way also add them into Amelia as a customer automatically with? Maybe with Zapier or something?
Hello Nicholas,
Thank you for reaching out to us.
Unfortunately, without booking a service or event, customers cannot register. It is only possible for admin or manager user to create customers from the back-end but other than that there is no sign-up option before booking. If you need something similar you would need to create this outside of our plugin. In order for a customer account to be created, you need to enable the "Automatically create Amelia Customer user" in the Amelia/Settings/Role settings/Customer, and when you enable this option every time a new customer schedules the appointment, he will get Amelia Customer user role and automatic email with login details.
Kind Regards,
Uros Jovanovic
[email protected]
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