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  Public Ticket #3157926
Packages and employees
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  •  1
    Reynell started the conversation

    Hi,

    We have been using Amelia for over a year now, but now we are getting too many booking errors concerning assigned employees. When customers purchase a course package with one of our tutors, we expect the package booked to be assigned to a specific employee (the one the customer choose while purchasing the package/ service.) and not have teachers switched randomly. It used to work fine before when students book lesson packages, they were just assigned to that specific teacher/ employee.

    In recent times, we have had issues where bookings, which are part of the package, get assigned  to the wrong employees. There's this particular service in which this frequently happens; I reckon it might be because we have multiple employees for that course. However, I don't expect employees to be randomly changed/ switched halfway through a package of lessons. Any help?

  •  111
    Stanislav replied

    Hello Reynell,

    Thank you for reaching out to us.

    The current logic in Amelia for picking/assigning employees to Service appointments from a Package:

    For example, if you assign multiple employees to a service, 

    when a customer purchases the package on the front end:

    1.  If they choose a specific employee for the initial appointment(s),

    this employee will be the only one linked to the remaining appointments of that service in the package.

    2. If they select "Any employee", (or if you hide employee selection from the front end),

    they will see all the time slots of all the available employees,

    and when they pick the date and time of the first appointment, Amelia will assign a random employee.

    Then later, when they come back to book additional appointments in the Customer Panel,  for that Service in this Package,

     all the employees will be available, and all their time slots,

    so when the customer picks a date and time for the remaining appointments, if the assigned employee is busy, Amelia will randomly assign any other available employee.

    I hope it helps.

    If you need some further assistance, please don't hesitate to contact us.

    Have a nice day!

    Kind Regards, 

    Stanislav Snagovskiy
    [email protected]

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  •  1
    Reynell replied

    Hello Satanislav,

    Thanks for the response. Concerning choosing a specific employee for the initial appointment(s), is there a way to make that the default (where customers are by default asked to choose)?

     

  •  1,855
    Miloš replied

    Hi, Reynell

    We had several users with a very similar use-case, 

     where they requested an option to remove "any employee" selection,

    or in other words, to "force the customer" to make a choice of a specific employee for a Package.

    Our developers will be working on implementing a built-in solution for that,

    but i can't say an ETA on it.

    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.

    -

    2.   The only workaround idea i have, is  to preselect a specific employee in a Package shortcode,

    then we could set up several Package Forms,  

    and for each one a specific employee would be preselected;   

    that way the customer will have no choice but to book this employee for the entire Package;

    -

    I can't guarantee that it will work, to be honest, we had a bug for this, i will check if it is fixed and will report back to confirm it;

    but i have now tested it and it works on my Test site, so if you wish, you can try and let me know if you have issues with it.

    For example a shortcode like this :

    [ameliastepbooking show=packages employee=1]

    This would load all the Packages for the New Step Form,  

    and if you have multiple employees assigned to the Package;

     it would preselect Employee of ID 1, then this employee will be selected for the entire package.

    Here are screenshots from my Form Steps :

    9729860723.png

    So, after this step from the screenshot, when the customer goes through "Continue",

    it will skip the employee selection ( preselected employee), and go straight to the dates and times :

    3672286886.png

    -

    I can't guarantee that it will work without issues, but let me know if you try this, please.

    3.

    We also had users who asked for a preselected Package in shortcodes;

    we currently have this working only for the old Categories Form, ( for example [ameliacatalog show=packages package=8]   )

    but for the New Step Forms, it is not available yet.

    If you wish to see that as well, please upvote this suggestion already made by several users.

    -

    Let me know if you try my workaround from point number 2;

    and if you have any questions.

    Kind Regards, 

    Miloš Jovanović
    [email protected]

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  •  1,855
    Miloš replied

    Hi, Reynell

    Just following up,  regarding my workaround idea for a preselected employee in a "Packages only" shortcode,

    we confirmed with our QA that a bug we previously had for that has been resolved,

    so you should be able to preselect an employee either with all services and packages shortcode variant,

    [ameliastepbooking employee=1] 

    if you want to show the booking form for the employee with ID 1,

    or by showing only Packages in the shortcode, for example :

    [ameliastepbooking show=packages employee=1] 

    if you have Packages enabled, and you only want to show packages, without services in the form ,  also to add a preselected employee.

    We will work on adding an option to toggle the "Any Employee" option with the possibility to remove that selection the Form, but I can't say an ETA on it;

    and we will also be working to add a preselected single Package in shortcode as well - can't say any ETA at the moment.

    -

    Let us know if you encounter any issues,  and if you have any questions. Thanks

    Kind Regards, 

    Miloš Jovanović
    [email protected]

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  •  1
    Reynell replied

    Hello Milos,

    Thanks for the suggestions. Would try them and get back to you.  

  •  1,855
    Miloš replied

    Hi, Reynell 

    You're welcome, i am happy to help.

    Let me know how it goes when you try to create a workaround solution.

    We will be here to help if you encounter any issues.smile.png 

    Thank you

    Kind Regards, 

    Miloš Jovanović
    [email protected]

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