I can't find any documentation about setting up group appointments where the customers don't know each other (as described in the screenshot).
This is the situation and what I'm trying to accomplish: We sell Group Spanish classes and Private classes. I set up the Private classes easily but I can't figure out how to set up the group classes. Classes meet regularly two days a week (for example Mondays and Wednesdays) on a recurring basis perpetually. I want people to be able to pay for a month of classes or three month package and to have the app track how much access they have left. But the customers can only pick from certain times the classes are available (and offered) and shouldn't be able to pick any available time in the employees schedule so that we can generate a group of unknown customers together for a class. I tried setting things up in the events function but it's clunky because it only gives access for one time, not recurring events. The calendar view is helpful, but it's not helpful that I have to have both the calendar and the step by step bookings shown because there are different forms for both.
Is what I'm describing possible? and if so, how do I set it up? (customers choosing group appointments that are preset times) Thank you.
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.
-
I will do my best to help you with this.
I am just not sure i fully understood all the details. Let's start with some basic Amelia's logic for Group appointments.
For example, if you wish to allow people to be able to book time slots for Group Appointments, that don't know each other;
In Appointment Settings of Amelia, you will enable : Allow booking below minimum capacity:
-
If you don't wish to allow people who know each other to book same time slot , you will disable this -
Here is a more detailed explanation:
This option allows you to choose whether you will allow bookings below minimum capacity. By default, booking below minimum capacity is enabled which means that your customers will be able to schedule the appointment below minimum capacity, but that appointment will get Pending status because of it.
If you disable it and set, for example, 3 as minimum capacity, your customer will automatically see 2 persons selected in the “Bringing anyone with you”
option during the booking, and he will not be able to schedule the appointment without these two 2 persons.
-
-
-
But i am not sure i understood - If you wish customers to use Package of Services, and Appointment system - We don't have a way for a customer not to select the time slot.
They will be offered the time slots from the employee - so i guess that won't work for your goal.
-
The only way to offer a fixed choice for customers is by using Events.
But i am sorry, i did not understand this :
' I tried setting things up in the events function but it's clunky because it only gives access for one time, not recurring events '
We have the option to make recurring Events, please check out the difference between Multi-Day Events and Recurring Events explained here - Recurring VS multi-day events
Please let me know if that helps?
-
Maybe you need something like a Membership / subscription method ; that can allow for recurring payments?
If that is the case, let me know, and i can explain - we don't currently have a solution, but there may be a workaround.
Thank you for the response and description. I sell two kinds of classes: Private and Group. For the private classes they need to be able to choose the time and for the group classes they are at set times. I see how you explained things being set up, but it makes it tricky to publicize and fill classes if they are regularly not at the same time.
With the events function, it is not a recurring event because the content is different every time. Neither is it a multi-day event, because it should be 2x a week at the same time perpetually (M/W at 9 am for example). The group classes need to be sold on a subscription model allowing people to pay for a month or a few months at a time and then have access to all those classes. The events function is clunky because it only collects payment for one event at a time.
If you do have a workaround that would be great. Otherwise, I might have to use two separate plugins, such as the Bookings Activities plugin that does this, but I would rather have everything contained in Amelia. :)
I believe i understand better what you need now, we had similar requests from other users - a recurring payment / subscription based, is something that we definitely have in scope for the future.
1.
For the Private classes, if our "standard appointment system" can be enough for now, I would say you already figured out how to set this up.
But please correct me or ask additional questions if that is not the case.
2.
The other method is much trickier , to make a subscription based / different every time, kind of booking.
There might be a workaround for that you described, or at least i will try to get as close to it as possible.
We currently don't have any way to set up recurring payments in Amelia, such as a Membership feature.
A Membership feature will be developed as a part of the Developer license (maybe even as part of the Pro license) in the future, but I can't say an exact ETA on it.
I can suggest a workaround. For example, you can set up a Membership plugin, I believe some of them have a recurring payment feature built-in, and some can be combined with WooCommerce to set up users to pay for certain Membership levels.
Then, you could use the "User role Editor" plugin to create additional user roles, only for certain customers. With the Membership plugin, you could limit access to certain pages for certain user roles.
For example, a custom role "VIP" would have access to page 1 where you can place a shortcode for a free service/package offered for them.
Then, another custom role "Level 1" would have access to page2 where [ameliacatalog package=2] is placed, which would have different prices, and so on...
-
then you could create various Events, and/ or special Packages, that will be "offered only to certain groups of people who paid certain subscription through a Membership plugin" - something like that.
-
Let me know if that might be a good start to perhaps devise a workaround ? Thank you
I can't find any documentation about setting up group appointments where the customers don't know each other (as described in the screenshot).
This is the situation and what I'm trying to accomplish: We sell Group Spanish classes and Private classes. I set up the Private classes easily but I can't figure out how to set up the group classes. Classes meet regularly two days a week (for example Mondays and Wednesdays) on a recurring basis perpetually. I want people to be able to pay for a month of classes or three month package and to have the app track how much access they have left. But the customers can only pick from certain times the classes are available (and offered) and shouldn't be able to pick any available time in the employees schedule so that we can generate a group of unknown customers together for a class. I tried setting things up in the events function but it's clunky because it only gives access for one time, not recurring events. The calendar view is helpful, but it's not helpful that I have to have both the calendar and the step by step bookings shown because there are different forms for both.
Is what I'm describing possible? and if so, how do I set it up? (customers choosing group appointments that are preset times) Thank you.
Hi, Erin
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.
-
I will do my best to help you with this.
I am just not sure i fully understood all the details. Let's start with some basic Amelia's logic for Group appointments.
For example, if you wish to allow people to be able to book time slots for Group Appointments, that don't know each other;
In Appointment Settings of Amelia, you will enable : Allow booking below minimum capacity:
-
If you don't wish to allow people who know each other to book same time slot , you will disable this -
Here is a more detailed explanation:
This option allows you to choose whether you will allow bookings below minimum capacity. By default, booking below minimum capacity is enabled which means that your customers will be able to schedule the appointment below minimum capacity, but that appointment will get Pending status because of it.
If you disable it and set, for example, 3 as minimum capacity, your customer will automatically see 2 persons selected in the “Bringing anyone with you”
option during the booking, and he will not be able to schedule the appointment without these two 2 persons.
-
-
-
But i am not sure i understood - If you wish customers to use Package of Services, and Appointment system - We don't have a way for a customer not to select the time slot.
They will be offered the time slots from the employee - so i guess that won't work for your goal.
-
The only way to offer a fixed choice for customers is by using Events.
But i am sorry, i did not understand this :
' I tried setting things up in the events function but it's clunky because it only gives access for one time, not recurring events '
We have the option to make recurring Events, please check out the difference between Multi-Day Events and Recurring Events explained here - Recurring VS multi-day events
Please let me know if that helps?
-
Maybe you need something like a Membership / subscription method ; that can allow for recurring payments?
If that is the case, let me know, and i can explain - we don't currently have a solution, but there may be a workaround.
Kind Regards,
Miloš Jovanović
[email protected]
Rate my support
Try our FREE mapping plugin! MapSVG - easy Google maps, interactive SVG maps and floor plans, choropleth maps and much more - https://wordpress.org/plugins/mapsvg-lite-interactive-vector-maps/
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia demo sites | Docs | Discord Community
You can try wpDataTables add-ons before purchasing on these sandbox sites:
Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
Hi,
Thank you for the response and description. I sell two kinds of classes: Private and Group. For the private classes they need to be able to choose the time and for the group classes they are at set times. I see how you explained things being set up, but it makes it tricky to publicize and fill classes if they are regularly not at the same time.
With the events function, it is not a recurring event because the content is different every time. Neither is it a multi-day event, because it should be 2x a week at the same time perpetually (M/W at 9 am for example). The group classes need to be sold on a subscription model allowing people to pay for a month or a few months at a time and then have access to all those classes. The events function is clunky because it only collects payment for one event at a time.
If you do have a workaround that would be great. Otherwise, I might have to use two separate plugins, such as the Bookings Activities plugin that does this, but I would rather have everything contained in Amelia. :)
Hi, Erin
Thank you for describing this in more detail.
-
I believe i understand better what you need now, we had similar requests from other users - a recurring payment / subscription based, is something that we definitely have in scope for the future.
1.
For the Private classes, if our "standard appointment system" can be enough for now, I would say you already figured out how to set this up.
But please correct me or ask additional questions if that is not the case.
2.
The other method is much trickier , to make a subscription based / different every time, kind of booking.
There might be a workaround for that you described, or at least i will try to get as close to it as possible.
We currently don't have any way to set up recurring payments in Amelia, such as a Membership feature.
A Membership feature will be developed as a part of the Developer license (maybe even as part of the Pro license) in the future, but I can't say an exact ETA on it.
I can suggest a workaround. For example, you can set up a Membership plugin, I believe some of them have a recurring payment feature built-in, and some can be combined with WooCommerce to set up users to pay for certain Membership levels.
Then, you could use the "User role Editor" plugin to create additional user roles, only for certain customers. With the Membership plugin, you could limit access to certain pages for certain user roles.
For example, a custom role "VIP" would have access to page 1 where you can place a shortcode for a free service/package offered for them.
Then, another custom role "Level 1" would have access to page2 where [ameliacatalog package=2] is placed, which would have different prices, and so on...
-
then you could create various Events, and/ or special Packages, that will be "offered only to certain groups of people who paid certain subscription through a Membership plugin" - something like that.
-
Let me know if that might be a good start to perhaps devise a workaround ? Thank you
Kind Regards,
Miloš Jovanović
[email protected]
Rate my support
Try our FREE mapping plugin! MapSVG - easy Google maps, interactive SVG maps and floor plans, choropleth maps and much more - https://wordpress.org/plugins/mapsvg-lite-interactive-vector-maps/
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia demo sites | Docs | Discord Community
You can try wpDataTables add-ons before purchasing on these sandbox sites:
Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables