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  Public Ticket #3122122
Customer Panel Support
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  • Ben Hager started the conversation

    Hello,

    I am testing this plugin for use in some projects and having some issues with the initial setup. We'd like to be able to use the Customer Front End feature to allow people to change reservations, but that option is grey'd out on my instance and I cannot toggle it on.

    The second item is that we'd like to link this to Wordpress users so that they can use their normal login to make and edit reservations. This doesn't seem to be working automatically, and when I go to link a Amelia Customer to a Wordpress user, there are no Wordpress users in the list to choose form.

    I'd appreciate any help you can provide on these topics!

    Best Regards,
    -Ben


  •  1,564
    Marko replied

    Hello Ben,

    Thank you for your interest in our product.

    1. We'd like to be able to use the Customer Front End feature to allow people to change reservations, but that option is grey'd out on my instance and I cannot toggle it on. - In Amelia's settings/role settings you can find that features

    2744102229.png

    2. You can also enable the automatic creation of the “Amelia Customer” user. To do this, go to the “Roles Settings”, on the Customer tab and you will see an option “Automatically create Amelia Customer user”. Enable this option and from that point each time when a new customer schedules the appointment he will automatically get the customer user role and an email with the username, URL link for setting the password, and a link to your booking form. If someone is already a WordPress user, and they book an appointment for the first time in Amelia while logged in to WP, the customer created in Amelia will be connected to that WP user and the WP user will get the Amelia Customer role too (there are plugins for managing multiple roles in WP, such as User role editor). This way they will have the same login info for the Amelia customer panel and WordPress.

    Hope this helps.

    Kind Regards, 

    Marko Davidovic
    [email protected]

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  • Ben Hager replied

    Hi Marko,

    This is what my screen looks like. As I mentioned, none of those options are available to me:

    5942079757.png


  •  1,564
    Marko replied

    Hello Ben,

    The Lite version has limited options this can be used only with full licenses. You are still using the Lite version so you cannot have all the option there. 

    You can buy our license and try Amelia out. We offer a 15-day money-back guarantee, and in that period of time, you test everything and see if Amelia fits your needs.

    We wish you all the best.


    Kind Regards, 

    Marko Davidovic
    [email protected]

    Rate my support

    wpDataTables: FAQ | Facebook | Twitter | InstagramFront-end and back-end demo | Docs

    Amelia: FAQ | Facebook | Twitter | InstagramAmelia 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