Hi, I'm trying to better connect my Wordpress users to my Amelia customers. Currently when a user signs up on my site they are assigned the Amelia Customer user role. They are then directed to sign up for a meeting, and when they do, they create a Customer account. However, that customer account does not automatically link to the Wordpress Account, so when they schedule that first meeting, I can't show them how to use the customer panel to track appointments. And of course if they don't schedule a meeting in that first session, when they do schedule a meeting later, there's no way to automatically connect them. 

I LOVE Amelia. Can implement custom code if needed to accomplish this? Thank you SO much for your help!!

Correct! I would like to automatically create an Amelia customer when there is a user is assigned the Amelia Customer user role, and to connect that customer to their WP user. Right now, all new registrants on my site are assigned the Amelia Customer user role, but I have to manually connect them if they don't schedule a meeting on that first registration.

Thank you so much for trying!! I appreciate the effort. Unfortunately it didn't seem to do anything. 

1. I created new user on the website (which is automatically assigned the Amelia-Customer role and nothing else) but this did not create a parallel Amelia Customer nor connect it to that wordpress account

2. I scheduled a new meeting as that user, and an Amelia Customer was created, but not connected to the wordpress account

3. I changed that user's role to (only) Subscriber, and then back to (only) Amelia-Customer and it did not create an Amelia Customer associated with that user, nor connect it to the wordpress account

I know, it's disappointing, but perhaps it's something on my end? I would love to try again!!

I'm confused by your reply and mention of employees. I am trying to connect customers to WordPress users. I am trying to automatically generate an Amelia customer when a new user registers and is automatically applied the Amelia Customer role. There's nothing to match - the Amelia Customer that needs to be created would be created using the name and email provided when registering. I'm so sorry if I'm being unclear! 

It would be great if new users that are assigned the Amelia Employee role at registration (I have 2 different registration flows, for customers and for employees) automatically became Amelia Employees too, but one thing at a time! 😁

Hi, yes, that's what I expected as well. And I'm pretty sure it USED to work that way. But for me, it no longer does. Note the latest customers, Juliann and Janitza. They were created as customers when they registered, but when they scheduled their first appointment (and they both had appointments scheduled) their customer account in Amelia was not connected with their Wordpress User. I believe when you register (and the amelia account is created) and then log out before scheduling that first appointment, the process breaks down. But you can test for yourself by registering on lindsaylovespets.com/register. Feel free to make as many test accounts as you need. Thank you so much for working through this - i really appreciated it. 

Hi, I finally got around to making a Loom of what I'm talking about. The person registers on the site, schedules an appointment, and if they click customer panel is taken to a place to log in. Since they scheduled an appointment, there is an Amelia Customer created, but it's not associated with the wordpress user. Because the user is not connected to the customer it's asking them to log into the customer panel and they are getting confused. 

https://www.loom.com/share/1017ad98cb964f1895b186eacdb410a6

Please let me know if you have any questions!!

Hi Uros, thanks so much for attending to this. It's much appreciated. 

I just wanted to let you know that Capterra reached out to me about doing a video review for Amelia based on my very positive written review. I will be recording that this afternoon, and will absolutely sing your team's praises. Your team works very hard, you guys ALL do a great job, and this loyal customer is more than happy to let everyone in the world know how I feel. 

P.S. I don't need an SMS credit, thank you. It's my pleasure.