Hi, Amsi

As i mentioned on the other ticket, thank you for splitting the questions for us, we will work on them together to confirm everything.

-

I apologize if i maybe didn't fully understand all the details for this one, but, if you want to allow customers to be able to log into customer panel automatically if they are already logged in as WP user ( same credentials);

please check out this video where we show an example how it can be done : 

But if you need something else, please correct me and we will advise.

Thank you

Hi, Amsi

After going through all the details you explained again, it seems that i didn't get it at first, 

and you actually need a solution where you would not have to "add Amelia customer" manually, ( or through booking);

you would like so that, if you add "Amelia customer role" to a WP user, they automatically have access to the customer panel?
If that is the case, i will check if we got any workaround for it, and will come back with more information.

Hi, Amsi 

Sorry for the waiting time. I can see exactly what you mean, thank you for clarifying .

I am still looking into this and testing locally with senior colleagues, they will advise me on what is the best workaround to achieve this.

Thank you for your patience, i will advise as soon as they respond again.

Hi, Amsi

I have been advised by the senior Team, we tested further on our local sites;

- I am sorry to disappoint you, but at this time, this is not achievable with any of our functionalities in Amelia.

At this time, the only way to create a customer in Amelia itself, so that they could access their panel;  you would either have to , as you said, click on "Create Amelia Customer" button through BuddyBoss integration panel;

or to manually add customers in Amelia back-end;

or through booking they will be automatically created;

The developers will work on adding this, but I can't say an ETA when they might start working on it.

I will pass this to them, but please feel free to search through our feature suggestion page, 

 to see if someone may be already suggested this feature. If you can't see it, feel free to add your suggestion there, and it will be forwarded to our management for review.

After it's been reviewed it will be presented on the front page, for voting. Please note that it may take some time before your suggestion is brought up for voting since we receive quite a lot of suggestions on daily basis, and as more people vote, the feature will move higher on the priority list.

You can certainly follow our changeLog page if you'd like, where we state any changes/new features/bug fixes during updates;

and our newsletter, so you're informed about new features, bug fixes, freebies, etc.

Hi, Amsi 

I can understand what you mean, and i agree that we should improve that functionality;

i am not sure how much work the developers need to achieve it, but they will certainly do their best.

-

Regarding all the database tables used in the process;

i can give you a few i know of, there might be more; and I'm not sure exactly of everything that happens during Amelia users creation;

for example   wp_amelia_users ( of course, the wp_ prefix is default, it might be anything on your database)   ,  i am not sure if data in wp_users has to be created, as well;

wp_usermeta  for permissions i would say...

-

But i will still check with the senior Team if i can provide the full accurate list of the tables for you. 

As soon as i get that confirmed i will come back to you.

Hi, Amsi

Of course, i will do my best to see if we can provide you with all this info, i hope so.

We are just waiting for the developers to confirm, i am not 100% sure if achieving everything you need at this time is possible, but we will do the best we can.

Thank you for your patience; as soon as i get confirmation i will come back to this ticket right away.

Hi, Amsi

Sorry about the waiting time, i am still waiting for the developers to respond on this.

They have been extremely busy working on some bug fixed and new Update that will be released very soon;

As soon as they respond about this, i will confirm if they are able to provide all the details we need, hopefully so.

Thank you for your patience.

Hi, Amsi

Don't worry we're following your ticket. Some situations take a little longer than usual to resolve and answer, but as soon as we receive feedback from our colleagues, we will contact you.

Hi, Amsi 

My sincerest apologies, our tickets can sometimes automatically close like this when there is no response for some time.

I can assure you we have not forgotten about this query.

We have not been able to confirm the information, but we are still checking with the developers.

Sorry once more for the waiting time, and for the automatic close of the ticket.

We will do the best we can to confirm this for you as quickly as possible.

Hi, Amsi 

My apologies for all the waiting time. To be honest, mostly it is because we didn't have a request like this before in the Support Team.

I did my absolute best to see how much advice we can provide for this.

I would not call it an issue, though,  since you are requesting for us to develop a completely new feature that Amelia doesn't have yet.

The feature that would allow you to not have to add Amelia customer manually on back-end, ( or through booking);

you would like so that, if you add "Amelia customer role" to a WP user, they automatically have access to the customer panel - which is currently not possible in any way, shape or form.

- 

At this time, we can only make a booking, or manually add a customer to the back-end, that is the only way to make Amelia customers.

Or in BuddyBoss, you have the button to create customers out of all current WP users who have Amelia role.

-

I will still confirm how much information we can provide in regards to PHP functions or tables to help you try to achieve this, if you have your own developer(s).

Thank you for all the patience.

Hi, Amsi

I got some useful information from the developers, good news.

They gave us a list of all the tables, here they are 

wp_amelia_appointments
wp_amelia_cache
wp_amelia_categories
wp_amelia_coupons
wp_amelia_coupons_to_events
wp_amelia_coupons_to_services
wp_amelia_customer_bookings
wp_amelia_customer_bookings_to_events_periods
wp_amelia_customer_bookings_to_events_tickets
wp_amelia_customer_bookings_to_extras
wp_amelia_custom_fields
wp_amelia_custom_fields_events
wp_amelia_custom_fields_options
wp_amelia_custom_fields_services
wp_amelia_events
wp_amelia_events_periods
wp_amelia_events_tags
wp_amelia_events_to_providers
wp_amelia_events_to_tickets
wp_amelia_extras
wp_amelia_galleries
wp_amelia_locations
wp_amelia_locations_views
wp_amelia_notifications
wp_amelia_notifications_log
wp_amelia_notifications_sms_history
wp_amelia_notifications_to_entities
wp_amelia_packages
wp_amelia_packages_customers_to_services
wp_amelia_packages_services_to_locations
wp_amelia_packages_services_to_providers
wp_amelia_packages_to_customers
wp_amelia_packages_to_services
wp_amelia_payments
wp_amelia_providers_to_daysoff
wp_amelia_providers_to_events
wp_amelia_providers_to_google_calendar
wp_amelia_providers_to_locations
wp_amelia_providers_to_outlook_calendar
wp_amelia_providers_to_periods
wp_amelia_providers_to_periods_services
wp_amelia_providers_to_services
wp_amelia_providers_to_specialdays
wp_amelia_providers_to_specialdays_periods
wp_amelia_providers_to_specialdays_periods_services
wp_amelia_providers_to_timeouts
wp_amelia_providers_to_weekdays
wp_amelia_providers_views
wp_amelia_services
wp_amelia_services_views
wp_amelia_users

And they gave us the function 

In this PHP file

src/Application/Services/User/CustomerApplicationService.php

The method is:

public function setWPUserForCustomer($customer, $isNewCustomer)

I hope that will help.

Thank you

Hi, Amsi 

Apologies for the delay

-

Yes, i can understand exactly what you mean. Thank you for the feedback and for pointing out this limitation for us.

I agree that it will drastically improve the ease of use for everyone when our developers add the functionality to automatically integrate WP users with Amelia customers, in the way that you described.

We can't say an ETA, but the devs will do their best to devise a solution in the future, as soon as possible.

-

Basically, Amelia's logic right now is that, the user has to be logged in somewhere, whether through Customer Panel, using the credentials they can create ty using the Panel access placeholder;

or if we activate the "Automatically create WP user", on first booking > then the password can be the same;

but then again, for that, they would need to make a booking;

So it is still not ideal as you described, but i believe we will get there soon.

-

Thank you very much once again for pointing this out, and i hope that the information our developers shared might help to figure out a custom workaround for the time being.

Hello, Prateek and Alvaro.

At the moment the logic for creating Amelia Customers is still the same as when we explained it on this ticket.

Our developers are working on a lot of features, bug fixes and other priority tasks, so we are not able to provide a realistic ETA on when we might look to change/improve this logic for adding Amelia customers.

-

If you guys have any suggestions on what you would like to see in the future, or any ideas for improvements,

please feel free to search through our feature suggestion page, 

 to see if someone may be already suggested this feature. If you can't see it, 

feel free to add your suggestion there,

 and as more people vote, the feature will move higher on the priority list.

You can certainly follow our changeLog page if you'd like, where we state any changes/new features/bug fixes during updates;

and our newsletter, so you're informed about new features, bug fixes, freebies, etc.

Hi, Mohamed.

That function was just an example, more like a custom idea that users who have coding skills can try to implement.

But in the meantime, I am happy to say that our developers have been persistent in making a better user-friendly solution,

first they added the option in version 6.1 that automatically creates new Customers in Amelia from new Subscribers, if you enable this option in BuddyBoss integration :

But there was a bug, and our devs flagged/isolated the root of it, they are almost finished with a permanent fix.

This fix will be included in the next update, which is planned to be released next week, i just can't guarantee the exact day and time, since they wish to test out everything before the launch,

but it should be very soon.

So, when you update the plugin when the next version comes out,

 please purge all cache of the site, and then if you activate this option in Buddy Boss / Integration with Amelia settings,

Amelia should create new Customers, and connect them with the WP users + adding Customer Role to new Subscribers.

We will be here if any further help is needed after the update.

You can certainly also follow our changeLog page if you'd like, where we state any changes/new features/bug fixes during updates;

and our newsletter, so you're informed about new features, bug fixes, freebies, etc.

Thank you for all your patience.

Hi, Prateek.

Firstly, I would like to sincerely apologize for the delayed response as we have been experiencing an unusually high number of tickets. I am sorry that it has taken longer than usual to respond to your concern and your patience is highly appreciated.

-

As far as i am aware, that is the intended behaviour,  for existing WP users it should work the same as for new WP users who registered,

but unfortunately, it seems that we have a bug for functionality with existing Wp users. 

( Seems at the moment it only works correctly when a new user registers, then BuddyBoss creates a new Amelia Customer for them/connects with WP user that has same Email and assigns the same Customer Panel password/ so that they don't have to log in twice);

i am just double-checking the status on that with our 2nd level Team.

As soon as they confirm, we will report back immediately.

Thank you for your patience.

Hello, Prateek.

We got confirmation about everything.

1. In regards to the BuddyBoss feature, if you enable the option to create 'Amelia Customers' from new Subscribers automatically;

this is not going to work retroactively for existing WP users - 

 it only works for new Subscribers who will register on the site, 

for them, it will make a new Amelia Customer and automatically connect with the WP user.

-

2. But, our other feature,  in Amelia settings/Role Settings/Customer/Automatically create Amelia Customer user,

this feature was not working as intended, but our developers are very close to fixing it.

When they finish this improvement, it is going to work like this-

if an existing WP user makes a booking while logged in (and you have that option enabled),

Amelia is going to automatically connect the Amelia Customer with this WP user and add the Customer Role for them.

They will do their best to add this improvement in time for the next Amelia update, but i can't promise it with 100% certainty,

due to some unpredictable factors - it has to be fully tested before they add it to the plugin's core.

You can certainly follow our changeLog page if you'd like, it will be noted there when this improvement is added;

and you can subscribe to our newsletter, so you're informed about all new features, bug fixes, freebies, etc.

Let me know if this makes sense. Thank you.

Hi, Prateek.

I can see what you mean.

Yes, this is our goal, to have that "seamless login system" between the Membership and the Customer Panel. Technically speaking, once our developers add this fix to the core of the plugin,

yes - after that, the users that are logged in their WordPress Account which is already connected with the Amelia Customer  should no longer have to input the Amelia Customer panel credentials again,

instead, it should automatically log them in / "recognise" that they are already logged in with this Customer account.

As mentioned, we are still working everything out and testing that everything works as it should,

but i can confirm that this is our goal, to achieve that functionality as soon as possible.

I hope that with this upcoming fix,  that should be resolved, as well.

If you wish, i can come back to this ticket to notify you when the next Update containing the fix gets released,

and then we will check if the functionality works perfectly for everyone as we intended.

Thank you.

Hi, Prateek.

i just wanted to add a small demonstration Video of the intended behaviour.

You can see my Video here as a ScreenCast, or download it from this link. 

This is how the logic should be when a WP user is logged in, and they have the Amelia Customer properly connected with their user,

so the Panel should "seamlessly" log them in without asking for password.

And as i said - hopefully it should be completely fixed and working as intended very soon.

I will notify you when the update with this improvement gets released.

Let me know if you have any additional questions. Thank you.

Hello, Prateek.

Just following up on this.

I am glad to see we are "on the same page" in regards to this functionality.

And happy to say that our developers just launched the new Amelia update today (6.2.1),

with the improved logic of automatically linking existing WP users when they make their first booking through Amelia.

I just made a short demonstration Video where you can see how i add a new Subscriber on my Test site,

then when i log in as this existing user and try to book something in the Amelia's Form,

i notice that Amelia is already pre-populating the Form Fields with this WP user's name and Email,

and once i finish the booking, it is allowing my user to automatically log in his Customer Panel without asking for the password.

I also check in the back-end in the WP "users" section, he has gotten the Amelia Customer Role attached automatically when the booking was finished.

( Attaching the Video on the ticket)

So, if you can please update your Amelia to the latest version 6.2.1,

then make sure to purge all cache of the site ( you can use any caching plugin for that),

and activate the said option in Amelia settings/Role Settings/Customer/Automatically create Amelia Customer user;

So, the logic that we discussed should be working going forward.

Let us know how it goes and if you encounter any issues with that.

Thank you.

Hi, Prateek.

This integration with BuddyBoss is only going to work when a new WordPress user registers on-site,

then Amelia will create a new registered Customer for them - and it is going to connect this WP user with the new Amelia Customer automatically.

But for your Customers that already existed before we fixed all of this,

unfortunately, you will have to manually go in Amelia, check if a Customer with same Email exists;

and if not, you have to add a new Customer with this Email;

and also go in WordPress Users, find this User and add "Amelia Customer Role" ( if the user does not already have it).

For that, you can use something like the "User Role Editor" plugin to add additional user role of Amelia Customer,

then find this Customer in Amelia, and in the "Edit Customer" modal,  connect the Customer with the WP user.

When the Amelia Customer and the WordPress user get connected - then this user should be able to automatically get logged in the Customer Panel,  if they are already logged with the WP User account,

it should not ask their password there.

So, as we mentioned before, it is tricky for "old" customers that already existed before.

For them, you have to check, maybe some of them already booked something but are just not connected with the WP User,  if that is the case, you just have to go in the "Edit Customer" and pick the right WP user to connect them.

-

But for the new Users, going forward - this functionality should hopefully work without issues.

It works in all of our Test Sites with all test scenarios so far, and we hope that it will work like this for all our users going forward.

Let me know if that makes sense and if you have any questions.

Hi, Le Ba Hung.

That is correct.  If you enable the option in

 Amelia settings/Role Settings/Customer/Automatically create Amelia Customer user,

any new visitor that makes a booking,   they will get a "welcome Email" from WordPress,

they will get a new WP user created for them,  

and also a new Amelia Customer will be automatically connected with that WP user,

so they can also log in the Customer Panel seamlessly with the same Login credentials.

-

We will elaborate in more details about all this functionality,

and additional notes,  for use-case if you have any Membership Plugin or WooCommerce combined on same site.

This is an explanation for existing WP users, too :

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.

-

Let us know if you have any questions.

Hi Julian,

The issue for this use case is that we have two types of users that use Amelia.

1. We have a lot of users who do not wish to allow back-end Wordpress access to their Customers,

they just wish a simple booking process for a new visitor to book something,

and to become a new Amelia's Customer in the Plugin,

while having only front-end Customer Panel Access, without automatically linking them to WordPress users and not allowing them any back-end access at all.

2. On the other hand, of course, we do have users who want to allow their Customers to also have back-end access to WordPress and have that additional functionality,

and users who use Membership Plugins,

or WooCommerce to manage Users, etc, which requires more complex options.

-

So our management along with the Planning Team and the developers are doing their best to manage our user requests in order to try and make 'everyone happy' with as much flexibility as possible to allow several options/possibilities, so users can create the setup they need for a specific use case.

-

Can you please elaborate in more details what kind of a solution is desirable in terms of a move towards using WP user data directly with Amelia?

You can certainly make a development suggestion if you wish,

our management goes through all of them carefully.

Please feel free to search through our feature suggestion page, 

 to see if someone may be already suggested this feature. If you can't see it, feel free to add your suggestion there, and as more people vote, the feature will move higher on the priority list.

You can certainly follow our changeLog page if you'd like, where we state any changes/new features/bug fixes during updates;

and our newsletter, so you're informed about new features, bug fixes, freebies, etc.