We're Moving to a New Support Platform – Starting June 1st!

We’re excited to let you know that starting June 1st, we’ll be transitioning to a new support system that will be available directly on our product websites – Amelia, wpDataTables, and Report Builder. In fact, the new support platform is already live for Amelia and wpDataTables, and we encourage you to reach out to us there.

You'll always be able to reach us through a widget in the bottom right corner of each website, where you can ask questions, report issues, or simply get assistance.

While we still do not offer live support, a new advanced, AI-powered assistant, trained on our documentation, use cases, and real conversations with our team, is there to help with basic to intermediate questions in no time.

We're doing our best to make this transition smooth and hassle-free. After June 1st, this current support website will redirect you to the new "Contact Us" pages on our product sites.

Thanks for your continued support and trust – we’re excited to bring you an even better support experience!

Okay
  Public Ticket #3196822
Customer Panel and User Roles
Closed

Comments

  • Rick started the conversation
    December 28, 2022 at 5:43pm

    I have enabled the setting “Automatically create Amelia Customer user”

    I have enabled the customer panel for the Amelia Customer role in the settings

    I have created a page and placed the Customer Panel shortcode in that page

    I have added the Amelia Customer role to all my existing wordpress users

    I logged in as a test user and visited the the customer panel page. I was then prompted for a password which of course I don't have as this user has yet to make a booking on Amelia - see attached screenshot.

    I thought that the Customer Panel would display for all users with the Amelia Customer role, even if they had not yet made a booking?

    I can confirm that once one of my users, who already has the Amelia Customer role assigned, makes a booking, then the control panel appears perfectly without the password prompt.

    Can you help?

  •  1,723
    Marko replied
    December 29, 2022 at 8:00am

    Hello Rick,

    Thank you for reaching out to us.

    Yes, that is how Amelia is designed. If a customer did not make a booking in Amelia he can not access the customer panel. Only when a booking is made then they can access their profile.

    If you have any more questions please open a new separate ticket for each question and we will gladly help you there.

    We wish you all the best.

    Have a nice day. 


    Kind Regards, 

    Marko Davidovic [email protected]

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