Is there anyway you can help me. Our Amelia manager/admin will be making bookings for employees and customers in the back end of the site. It is for a sensitive service - a counselling service - Adult Customers will receive notifications to their email address for appointments booked for them. The same adult (parent/guardian) may also want their child(under 18yrs) to also attend counselling.
Both the adult and the child will need to be a customer in the Amelia system. However, it will only be the adult receiving notifications. Therefore we will need to use the adults email address for the child.
Can this be done with settings or with code?
Thank you in advance.
***if all public support tickets were created by the community with more accurate Ticket subject lines then it would be a greater resource for everybody. Subject lines such as "functionality', 'Amelia' and 'Customers' to name a few are pointless. ***
For that purpose, you can to disable the "Check customer's name for existing email when booking" option on the Amelia/Settings/Roles settings/Customer page.
Please provide me a temporary WP-admin (administrator) user for your site where this happens, so we could log in and take a look ‘from the inside’ as that’s the most efficient way to see and resolve the issue.
We do not interfere with any data or anything else except for the plugin (in case that’s a production version of the site), and of course, we do not provide login data to third parties.
You can write credentials here just check PRIVATE Reply so nobody can see them except us.
Unfortunately, this option is not available on the back-end and thus this could not work and the manager would need to create a new customer without the email.
Hope this helps you.
Please let me know if you have any other questions.
Thank you for your reply. I understand why this is the case. Amelia is a fantastic overall Product.
Maybe there could be a function that allows one customer (a child) be linked to another customer (an adult) where a notification for one will go to the linked customer.
Or maybe there should be an option to make the phone number of the customers the primary reference, so the email field can be utilised for making Amelia more diverse as a system - especially if events and appointments are being handle by admin at the backend.
Ill have to find a work around that may involve group appointments.
While im here i would like to highlight a long time glitch related to the the "?" next to the customers name when creating a new appointment. If one hovers over the ?, nothing appears. If one clicks the question mark it activates the function of the "x' next to it, therefore removing the customer from the appointment. SEE below/attached.
Id like to know what that "?" is meant to hint!
Also, i would like to mention that the wording for the "Check customer's name for existing email when booking" option on the Amelia/Settings/Roles settings/Customer page is very very confusing. Is the setting concerning the email address or the customers name? Should it say instead "Check system if front end customer's email address already exists" and the hint should be " Enable this option if you want to avoid creating a second customer with an already existing email address" . To explain myself I shall point out that there may easily be two Uros Jovanovic in the world, who may both like to make a booking. It will be his email address that will decide if he is a Uros trying to make a second profile. Maybe i am completely misunderstanding this setting. SEE below/attached.
In regards to your first question, I have passed this to our developers to change the behavior of the question mark icon next to the customer information.
In regards to your second question, the "Check customer's name for existing email when booking" is used to check the first and last name when the customer is already registered in Amelia with a certain email and then if a customer tries to book another appointment using the same mail, different name will not be allowed if this option is enabled.
Thank you for your reply. I appreciate your team are very busy.
Thank you for explaining the purpose of "Check customer's name for existing email when booking".
However, i tried something with the aim that it may solve my issue.
scenario:
We have a customer named Test Customer with the email address [email protected]. Our admin staff created this customer in the backend and the customer has an upcoming appointment. The customer appears in the customer list.
experiment:
I disabled "Check customer's name for existing email when booking"
I then created a front end step by step booking page (not a customer panel). I pretended to be a customer with first name: Tom. Last name: Test Customer. Email:[email protected] (same as existing customer)
Result:
Amelia allowed me to book the appointment.
In the backend - the appointment shows up on the appointment list, with the new customer.
In the backend - the new customer does not show up on the customer list
Update wed 22nd Feb.
Hello Uros, you can disregard all of the above. With further investigation i have come to the understanding that the bottom line is two customers cannot have the same email address. This is understandable, considering in general, email addresses cannot be identical.
It may be worth while to explore the possibility of adding a "Care of:" field to a customer profile. This way an appointment could be made for a vulnerable or under-age customer but the email notification will go out to the Carer.
Further more an appointment could be made for the Carer only, and the email notification can go out to same.
Hello
Is there anyway you can help me. Our Amelia manager/admin will be making bookings for employees and customers in the back end of the site. It is for a sensitive service - a counselling service - Adult Customers will receive notifications to their email address for appointments booked for them.
The same adult (parent/guardian) may also want their child(under 18yrs) to also attend counselling.
Both the adult and the child will need to be a customer in the Amelia system. However, it will only be the adult receiving notifications. Therefore we will need to use the adults email address for the child.
Can this be done with settings or with code?
Thank you in advance.
***if all public support tickets were created by the community with more accurate Ticket subject lines then it would be a greater resource for everybody. Subject lines such as "functionality', 'Amelia' and 'Customers' to name a few are pointless. ***
Hello,
Thank you for reaching out to us.
For that purpose, you can to disable the "Check customer's name for existing email when booking" option on the Amelia/Settings/Roles settings/Customer page.
Please let me know if that worked for you.
Looking forward to your reply.
Kind Regards,
Uros Jovanovic
[email protected]
Rate my support
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Hello Uros
Thank you. Ive tried that, (both enabled and disabled) however I still get the error "This email is already in use".
Just to clarify also: It will be the admin creating each customer in the backend.
I also have enabled "Set email as a mandatory field" however a customer can be created in the back-end without entering an email address.
This suggests to me that both of those setting are overridden if its the admin creating a customer in the backend.
Regards
Oliver
Hello,
Thank you for clearing that up.
Please provide me a temporary WP-admin (administrator) user for your site where this happens, so we could log in and take a look ‘from the inside’ as that’s the most efficient way to see and resolve the issue.
We do not interfere with any data or anything else except for the plugin (in case that’s a production version of the site), and of course, we do not provide login data to third parties.
You can write credentials here just check PRIVATE Reply so nobody can see them except us.
Kind Regards,
Uros Jovanovic
[email protected]
Rate my support
Try our FREE mapping plugin! MapSVG - easy Google maps, interactive SVG maps, and floor plans, choropleth maps and much more - https://wordpress.org/plugins/mapsvg-lite-interactive-vector-maps/
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia 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
Hello,
Thank you for providing me with the admin user.
Unfortunately, this option is not available on the back-end and thus this could not work and the manager would need to create a new customer without the email.
Hope this helps you.
Please let me know if you have any other questions.
Kind Regards,
Uros Jovanovic
[email protected]
Rate my support
Try our FREE mapping plugin! MapSVG - easy Google maps, interactive SVG maps, and floor plans, choropleth maps and much more - https://wordpress.org/plugins/mapsvg-lite-interactive-vector-maps/
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia 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
Hello Uros
Thank you for your reply. I understand why this is the case. Amelia is a fantastic overall Product.
Maybe there could be a function that allows one customer (a child) be linked to another customer (an adult) where a notification for one will go to the linked customer.
Or maybe there should be an option to make the phone number of the customers the primary reference, so the email field can be utilised for making Amelia more diverse as a system - especially if events and appointments are being handle by admin at the backend.
Ill have to find a work around that may involve group appointments.
While im here i would like to highlight a long time glitch related to the the "?" next to the customers name when creating a new appointment. If one hovers over the ?, nothing appears. If one clicks the question mark it activates the function of the "x' next to it, therefore removing the customer from the appointment. SEE below/attached.
Id like to know what that "?" is meant to hint!
Also, i would like to mention that the wording for the "Check customer's name for existing email when booking" option on the Amelia/Settings/Roles settings/Customer page is very very confusing. Is the setting concerning the email address or the customers name? Should it say instead "Check system if front end customer's email address already exists" and the hint should be " Enable this option if you want to avoid creating a second customer with an already existing email address" . To explain myself I shall point out that there may easily be two Uros Jovanovic in the world, who may both like to make a booking. It will be his email address that will decide if he is a Uros trying to make a second profile. Maybe i am completely misunderstanding this setting. SEE below/attached.
Kind regards
Oliver
Attached files: hover issue.png
poor wording.png
Hello,
Thank you very much for your patience.
In regards to your first question, I have passed this to our developers to change the behavior of the question mark icon next to the customer information.
In regards to your second question, the "Check customer's name for existing email when booking" is used to check the first and last name when the customer is already registered in Amelia with a certain email and then if a customer tries to book another appointment using the same mail, different name will not be allowed if this option is enabled.
Please let me know if this helped you.
Kind Regards,
Uros Jovanovic
[email protected]
Rate my support
Try our FREE mapping plugin! MapSVG - easy Google maps, interactive SVG maps, and floor plans, choropleth maps and much more - https://wordpress.org/plugins/mapsvg-lite-interactive-vector-maps/
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia 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
Hello Uros
Thank you for your reply. I appreciate your team are very busy.
Thank you for explaining the purpose of "Check customer's name for existing email when booking".
However, i tried something with the aim that it may solve my issue.
scenario:
We have a customer named Test Customer with the email address [email protected]. Our admin staff created this customer in the backend and the customer has an upcoming appointment. The customer appears in the customer list.
experiment:
I disabled "Check customer's name for existing email when booking"
I then created a front end step by step booking page (not a customer panel). I pretended to be a customer with first name: Tom. Last name: Test Customer. Email: [email protected] (same as existing customer)
Result:
Amelia allowed me to book the appointment.
In the backend - the appointment shows up on the appointment list, with the new customer.
In the backend - the new customer does not show up on the customer list
Update wed 22nd Feb.
Hello Uros, you can disregard all of the above. With further investigation i have come to the understanding that the bottom line is two customers cannot have the same email address. This is understandable, considering in general, email addresses cannot be identical.
It may be worth while to explore the possibility of adding a "Care of:" field to a customer profile.
This way an appointment could be made for a vulnerable or under-age customer but the email notification will go out to the Carer.
Further more an appointment could be made for the Carer only, and the email notification can go out to same.
Ill request this as a feature.
Kind Regards
Oliver
Hello,
Thank you for requesting this feature.
I will also have this passed on to our management as a feature request.
Please let me know if you have any other questions.
Kind Regards,
Uros Jovanovic
[email protected]
Rate my support
Try our FREE mapping plugin! MapSVG - easy Google maps, interactive SVG maps, and floor plans, choropleth maps and much more - https://wordpress.org/plugins/mapsvg-lite-interactive-vector-maps/
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia 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
Thank You Uros
My current work around for my needs is by using the Group Appointments feature. Its working very well.
You may close the ticket if you like.
Thanks for your help.
Oliver.
Hello,
Glad to be able to assist you.
Please let me know if you have any other questions.
Kind Regards,
Uros Jovanovic
[email protected]
Rate my support
Try our FREE mapping plugin! MapSVG - easy Google maps, interactive SVG maps, and floor plans, choropleth maps and much more - https://wordpress.org/plugins/mapsvg-lite-interactive-vector-maps/
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia 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