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  Public Ticket #3227747
Employee panel functionalities
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  •  2
    Daniela started the conversation

    Hi, 

    I have a few questions. 

    1. I would like to give employees access to reprogram, cancel and erase appointments, but not create new appointments. Is there a way to do this?

    2. Is there a way to hide the price of the service in the employee panel? I've been trying CSS found in previous tickets, but nothing is working although I'm adapting it to my site and builder.

    3. Is there a way to set a larger date range in the employee panel? For example, customers can see their appointments within a year range. But employees get set dates - sometimes a week, sometimes a month, depending on their last search.

    4. In the trials we are conducting, sometimes (a) certain available dates and times don't show up in the booking form, or they show up, but then (b) when chosen and we get to the payment option it tells us those times are not available. For (a) we've tried going into individual employee profiles and setting dates and times, and that doesn't get reflected in the calendar. For (b), why would those times show up for booking and then give us an error message when we try to pay?

    Looking forward to your reply.

    Thanks for your help,

    Daniela

  •  2,572
    Aleksandar replied

    Hello Daniela.

    Thank you for reaching out to us.

    1. If you enable the "Manage their appointments" slider in Settings/Roles/Employee, your employees will be able to reschedule, cancel, and create new appointments. That's not something that could be changed, unfortunately. A workaround could be to install the WP User Role Editor plugin, and then edit the "Amelia Employee" user role. In there, you'd remove this capability:

    9781757675.png

    This should prevent the employee from creating new appointments in the back-end, but I can't promise that it will also prevent them from creating appointments in the panel.

    If it doesn't prevent them from adding new appointments, maybe you could add custom CSS on the Employee Panel page:

    .am-add-new-button {
        display: none !important;
    }

    Let me know if that helps.

    2. Each panel is different based on the permissions enabled for the employee, the details of each appointment, etc. so I would need you to send me the Employee Panel URL, and the credentials for one of your employees and I'll try to find the CSS needed for this. Please just make sure to send me the credentials in a PRIVATE response, since this is a public ticket.

    3. Try with this custom JS:

    window.ameliaBooking = {
        cabinet: {
            pastDays: 0,
            futureDays: 30,
            disableAuthorizationHeader: false
        }
    }
    

    Past days would define the number of days displayed in the past, and futureDays would define the number of days in the future. I wouldn't advise showing 365 days since it can cause the panel to load slower or even break. That depends on the number of appointments your employees have. A customer most likely doesn't have more than a few appointments booked in the future, so it doesn't hurt to have it display 1 year ahead, but an employee can have hundreds of appointments within a week, so showing a year in the future can try loading thousands of appointments, and cause the page to break.

    4. Which version of the plugin do you have? Amelia 6.1 resolved some similar issues, so if you haven't updated the plugin to the latest version, try doing that first. If that also doesn't help, let me know if maybe the WP Users linked to the employee are also added as customers/Amelia Managers/Admins. That can also cause issues with the available dates.

    Kind Regards, 

    Aleksandar Vuković
    [email protected]

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  •   Daniela replied privately
  •  2,572
    Aleksandar replied

    Hey Daniela.

    Sorry for the late response.

    When I visit that page, it asks me for a password and the one you provided for the employee panel doesn't work:

    7281282876.png

    Can you please tell me what this password is?

    4. Can you provide me with wp-admin URL and temporary credentials also, so I can check this out?

    Remember to post privately, please.

    Kind Regards, 

    Aleksandar Vuković
    [email protected]

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  •   Daniela replied privately
  •   Aleksandar replied privately
  •  2
    Daniela replied

    Hi Aleksandar, 

    Thanks for your email. 

    That's too bad it doesn't work in any other template.

    What's happening is that when an employee has logged out and doesn't remember their password, the email that gets sent out for password recovery is incorrect. They're getting the Employee Recovery Email with the link to the Employee Panel, but are not getting the chance to reset their password.

    7854155657.png

    I have created an appointment for [email protected]. Following are screenshots, just in case, of where we would like to take out the price information:

    4880684530.png
    5656193953.png


    Thank you for your help.

    Daniela 

  •  2,572
    Aleksandar replied

    Hi again Daniela.

    This CSS should do it:

    .am-cabinet-collapsed-content > div > div:nth-child(1) > div:nth-child(2) {
        display: none;
    }
    .am-cabinet-collapsed-content > div > div:nth-child(2) > div > div:nth-child(4) {
        display: none;
    }

    It hides the price from the panel correctly if I'm not mistaken:

    4189114835.png

    And this is for the Payment tab:

    .am-dialog-table div.subtotal.el-row {
        display: none;
    }

    So the price details are gone from there as well:

    2367738415.png

    Custom code needs to be applied to the page where the booking form is. Depending on what you're using (Gutenberg blocks, or some page builder), adding the CSS or JS can be done in a few different ways. 

    If you need help with adding custom CSS to the page, please take a look at this article.

    As for the Recovery Email, it's working fine for me. When I use the "Forgot Password" and enter my email:

    8735623949.png

    I receive the "Recovery" email:

    7443068238.png

    That link is programmatically created so it triggers the "Recovery" email, not the "Employee Panel Access" email and when I click it, I'm redirected here:

    8636793616.png

    Can you please open the Employee Panel page in incognito mode, and try resetting the password through it? Also, open the link that arrives in an Incognito window, so Amelia doesn't mix the roles (admin vs employee) as that may also be the cause of the issue.

    If that doesn't help, 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, 

    Aleksandar Vuković
    [email protected]

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  •  2
    Daniela replied

    Thank you for your help Aleksandar. The CSS worked perfectly. 

    As for the employee recovery email, you were right. It was messing with me because I was already logged in as an admin. I tried it in incognito and it works just fine. I guess what was throwing me off was the email wording also. So I changed it to "You can change your password by following this link" and adding the panel url shortcode. 

    Thanks so much for your help.

  •  2,572
    Aleksandar replied

    You're welcome, Daniela.

    Please feel free to reach out to us if you have any further questions or concerns!

    Kind Regards, 

    Aleksandar Vuković
    [email protected]

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