I am a psychologist in a solo practice, and want to use Amelia so that clients can manage their own appointments. When I do a test run of Amelia as a new client, I don't see anywhere where I am told to log into the customer portal so that I can change, create, or cancel future appointments. Does Amelia direct new clients to log into the customer portal in some way that I am missing? If not, how do new clients know to click on Customer Portal and create an account?
There is a "Customer panel" button on the "Congratulations" step of the booking form where the customers can be redirected to the customer panel after booking an appointment. If you want the customer panel link to be included in the "Appointment approved" email, you can add the %customer_panel_url% placeholder to the "Appointment approved" template on the Amelia/Notifications page.
Please let me know if you have any other questions.
I am a psychologist in a solo practice, and want to use Amelia so that clients can manage their own appointments. When I do a test run of Amelia as a new client, I don't see anywhere where I am told to log into the customer portal so that I can change, create, or cancel future appointments. Does Amelia direct new clients to log into the customer portal in some way that I am missing? If not, how do new clients know to click on Customer Portal and create an account?
Hello Greg,
Thank you for reaching out to us.
There is a "Customer panel" button on the "Congratulations" step of the booking form where the customers can be redirected to the customer panel after booking an appointment. If you want the customer panel link to be included in the "Appointment approved" email, you can add the %customer_panel_url% placeholder to the "Appointment approved" template on the Amelia/Notifications page.
Please let me know if you have any other questions.
Kind Regards,
Uros Jovanovic
[email protected]
Rate my support
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