I have a couple of issues on Amelia plugin which I hope you can help with:
1- on Amelia, we have enabled "Automatically create Amelia Customer user" inthe customer settings. On WordPress we have set our default user role to be an Amelia customer. However, customers still have to login separately whenever they wish to check their panel and the two users are not connected. is there a way to connect this?
2- On the employees' frontend panel, employees can access all services and packages and assign themselves to any services. Can we limit what they see to their own packages and services only? For this, we are using WP Frontend Admin.
3- All the emails that are sent from Amelia plugin do not take our WordPress email template for the formatting.
1. If you have the "Automatically create Amelia Customer user" option enabled. All new customers that book an appointment will be connected to the WordPress user and customers will receive an email with the login details. However, if you want to connect an existing customer to a WordPress user, you can edit the customer and either connect it to an existing WordPress user with the "Amelia Customer" role or create a new WordPress user with the aforementioned role.
2. You can enable the Employee panel in Amelia/Settings/Role settings. You can enable all the options that you want your employee to have from the Employee panel. Please check the attached image below.
3. Did you configure the mailing service in Amelia/Settings/Notification settings and enable notifications that are triggered on a specific action.
You can read more about the notifications on this link.
Feel free to contact us if you have any other questions.
Hello,
I have a couple of issues on Amelia plugin which I hope you can help with:
1- on Amelia, we have enabled "Automatically create Amelia Customer user" inthe customer settings. On WordPress we have set our default user role to be an Amelia customer. However, customers still have to login separately whenever they wish to check their panel and the two users are not connected. is there a way to connect this?
2- On the employees' frontend panel, employees can access all services and packages and assign themselves to any services. Can we limit what they see to their own packages and services only? For this, we are using WP Frontend Admin.
3- All the emails that are sent from Amelia plugin do not take our WordPress email template for the formatting.
Thank you!
Hello Farah,
Thank you for reaching out to us.
1. If you have the "Automatically create Amelia Customer user" option enabled. All new customers that book an appointment will be connected to the WordPress user and customers will receive an email with the login details. However, if you want to connect an existing customer to a WordPress user, you can edit the customer and either connect it to an existing WordPress user with the "Amelia Customer" role or create a new WordPress user with the aforementioned role.
2. You can enable the Employee panel in Amelia/Settings/Role settings. You can enable all the options that you want your employee to have from the Employee panel. Please check the attached image below.
3. Did you configure the mailing service in Amelia/Settings/Notification settings and enable notifications that are triggered on a specific action.
You can read more about the notifications on this link.
Feel free to contact us if you have any other questions.
Kind Regards,
Uros Jovanovic
[email protected]
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