Visitor comes to the site. Likes what they see. They want to book an appointment. They are not an employee or existing customer.
Can the visitor sign up as a customer then set the appointment in the same session? If so, how do I set that up.
Your dev rep said an appointment cannot be set up without being a customer.
If they buy a service from us using woocommerce, do they automatically become a customer? Can the appointment request happen within Woocommerce checkout?
Thank you for purchasing our product, and for reaching out to us.
If you place the shortcode on the page, everyone who visits the page will be able to book an appointment. In Amelia, you can enable "Automatically create Amelia Customer user" so when a customer purchases an appointment, they are also created as a WordPress user. They will then be able to log in to WordPress, and the Customer Panel (if you enable it).
In order to allow existing WordPress users to log both into WordPress (or WooCommerce, or some membership plugin) and Amelia using the same credentials, customers and employees in Amelia need to have "Amelia Customer" or "Amelia Employee" user role assigned to them.
If there's a created WordPress user, but they don't yet have anything purchased through Amelia, you need to enable "Automatically create Amelia Customer user" in Amelia Settings/Roles/Customer, and then - after they log into their WordPress user, once they land on Amelia's booking page, their details will already be populated, and once they purchase the appointment, they'll be added to Amelia/Customers; linked to the WordPress user, and they will be able to visit the Amelia Customer Panel without logging in (since they're already logged in as a WordPress user).
If you already created a user with "Amelia Customer" but they haven't purchased anything with Amelia yet, that user won't be linked to any customers you have in Amelia, so before they are able to log into Amelia's Customer Panel, they either need to book an appointment while they're logged into WordPress, WooCommerce, or a membership plugin, or you need to create a customer by going into Amelia/Customers/Add Customer. When you create a customer, link that customer to the WordPress user, and that's it. After that, they will be able to log in with the same password that's used for logging into WordPress.
Please note: If you change the password of the employee, or the customer through WordPress, the same password will apply to Amelia's Panels, but if you change the password through the Customer or the Employee Panel in Amelia, that password will not be applied to the WordPress user role. This is because Amelia doesn't require a WordPress user to be created in order to grant access to the panels - that is optional, and Amelia can't modify the password for WordPress users.
Hope this helps.
If you have any more questions please open another ticket and we will gladly help you there.
Here's the scenario...
Visitor comes to the site. Likes what they see. They want to book an appointment. They are not an employee or existing customer.
Can the visitor sign up as a customer then set the appointment in the same session? If so, how do I set that up.
Your dev rep said an appointment cannot be set up without being a customer.
If they buy a service from us using woocommerce, do they automatically become a customer? Can the appointment request happen within Woocommerce checkout?
Thanks
Hello Mark,
Thank you for purchasing our product, and for reaching out to us.
If you place the shortcode on the page, everyone who visits the page will be able to book an appointment. In Amelia, you can enable "Automatically create Amelia Customer user" so when a customer purchases an appointment, they are also created as a WordPress user. They will then be able to log in to WordPress, and the Customer Panel (if you enable it).
In order to allow existing WordPress users to log both into WordPress (or WooCommerce, or some membership plugin) and Amelia using the same credentials, customers and employees in Amelia need to have "Amelia Customer" or "Amelia Employee" user role assigned to them.
If there's a created WordPress user, but they don't yet have anything purchased through Amelia, you need to enable "Automatically create Amelia Customer user" in Amelia Settings/Roles/Customer, and then - after they log into their WordPress user, once they land on Amelia's booking page, their details will already be populated, and once they purchase the appointment, they'll be added to Amelia/Customers; linked to the WordPress user, and they will be able to visit the Amelia Customer Panel without logging in (since they're already logged in as a WordPress user).
If you already created a user with "Amelia Customer" but they haven't purchased anything with Amelia yet, that user won't be linked to any customers you have in Amelia, so before they are able to log into Amelia's Customer Panel, they either need to book an appointment while they're logged into WordPress, WooCommerce, or a membership plugin, or you need to create a customer by going into Amelia/Customers/Add Customer. When you create a customer, link that customer to the WordPress user, and that's it. After that, they will be able to log in with the same password that's used for logging into WordPress.
Please take a look at our video about this: https://youtu.be/nm7f7RDSYow
Please note: If you change the password of the employee, or the customer through WordPress, the same password will apply to Amelia's Panels, but if you change the password through the Customer or the Employee Panel in Amelia, that password will not be applied to the WordPress user role. This is because Amelia doesn't require a WordPress user to be created in order to grant access to the panels - that is optional, and Amelia can't modify the password for WordPress users.
Hope this helps.
If you have any more questions please open another ticket and we will gladly help you there.
Kind Regards,
Marko Davidovic [email protected]
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