At the moment I have "create WP user" unchecked - what is the benefit of doing this? Is there an account created where the user can login and be recognized when signing up for more events?
Here's what I want to achieve. We have the SAME person signing up for multiple events - is there a way to avoid them having to fill in the form EVERYTIME? Can the system recognize them to just maybe login first and then register - or however we can avoid extra work for our clients? Thank you
Yes, you can achieve this. You can 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. This way they will have the same login info for the Amelia customer panel and WordPress. And the booking form will be automatically filled.
If you have any more questions please open a new separate ticket for each question and we will gladly help you there.
At the moment I have "create WP user" unchecked - what is the benefit of doing this? Is there an account created where the user can login and be recognized when signing up for more events?
Here's what I want to achieve. We have the SAME person signing up for multiple events - is there a way to avoid them having to fill in the form EVERYTIME? Can the system recognize them to just maybe login first and then register - or however we can avoid extra work for our clients? Thank you
Hello Stacey,
Thank you for reaching out to us.
Yes, you can achieve this. You can 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. This way they will have the same login info for the Amelia customer panel and WordPress. And the booking form will be automatically filled.
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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