Hello Nick,

Thank you for reaching out to us.

Unfortunately, currently, this feature is not built-in in Amelia. Custom fields can be added to packages a t this time. There is a possibility that this option will be added in the future but we do not have an eta at this time.

I'll kindly ask you to add it as a feature suggestion on this link https://features.wpamelia.com/

Features are pushed up on our "to-do" list when there are a lot of customers requesting those features, so having your vote as a customer can be beneficial to this feature being developed sooner.

1. The only way to to connect this is with option called Automatically create Amelia Customer user  – If this option is enabled every time a new customer makes an appointment they will automatically get a WordPress user with the Amelia Customer user role and email with login details from WP, and that WP user would be connected to the customer created in Amelia. 

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 they will get the Amelia Customer role in WP. This way they will have the same login info for the Amelia customer panel and WordPress.

2. We do not have credit or gift vouchers but we have an option for creating discount codes. These codes can be set and sent automatically in our notifications after the customer schedules X number of appointments or you can give on some other way to your customers. More about our coupons you can read here (below the "Payments" part). And this coupon have to be entered when they decide to book an appointmetn.

This is how Amelia works and this is the flow you can use there is no other way at this time.

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. 

Hello Nick,

Thank you for reaching out to us.

We have forwarded your ticket to our level 2 agents and we are waiting  for reply and as soon as we get some feedback from them we will contact you immediately.

Hello Nick,

We just got the feedback from our colleagues and they have told us that. When someone activates an account via email, or the admin activates it on the back, an Amelia customer will be automatically created from that wp user and the Amelia Customer role will be added to it.
But only if he was a Subscriber, that's how it works from the beginning, maybe you set some other role as the default, and that's why it doesn't work. Please check it out.

Looking forward to your reply. 

Hi, Nick.

Sorry for the delayed response.

Yes, for everything that we described before, we assumed that we are talking about the scenario where all of your users would register through the BuddyBoss registration.

-

The functionality of the integration between Amelia and BuddyBoss,

where you have any new subscriber add the Amelia Customer Role automatically,

yes - this only works when users register through BuddyBoss, since that is a BuddyBoss function;

2. Same goes for automatically creating a Customer in Amelia and linking it to the appropriate WP user,

this will work through BuddyBoss only.

3. BuddyBoss is not able to pick up any registered Subscriber from manually adding WP Users as Subscribers,

or through other Plugins such as WP Forms.

-

But we can understand how this can be a bit confusing, since it says "every user with role of subscriber".

We will do our best to improve the documentation,

to clarify this,

but to summarize, all of this only works if the user registers through the actual BuddyBoss registration,

then all these BuddyBoss functions are going to trigger;

while it will not "automatically trigger" for manually adding users , or when they register through other plugin , such as WP Forms.

Let us know if that makes sense.

Hi, Nick.

1. In regards to adding Custom Fields to Packages :

As colleague Marko said, this is currently not possible,

but it is a good idea to add this , our devs will do their best to add it as soon as possible.

Please feel free to search through our feature suggestion page, 

 to see if someone may be already suggested this feature. If you can't see it, feel free to add your suggestion there, and as more people vote, the feature will move higher on the priority list.

We are not able to say an ETA when this might be added,

but you can follow our changeLog page if you'd like, where we state any changes/new features/bug fixes during updates;

and our newsletter, so you're informed about new features, bug fixes, freebies, etc.

-

2. In regards to "Automatically create a Customer for WP users" :

- If you enable the option in Amelia settings/Role settings/Customer/Automatically create Amelia Customer user;

If you enable this option every time a new customer schedules an appointment,
this creates a new Customer in Amelia, and also he will get Amelia's Customer user role added and automatic email with login details.

But as you said - this only works if a Customer first books, and then later on they log in.

-

I understand that you need the customer to already have all this setup and be auto-created as Customer in amelia, while having the WP user connected, as well.

-

At this time, this is only possible if you create the registration system through BuddyBoss,

then any new WP users that register as Subscriber will automatically get "Amelia Customer" role,

and Amelia will also create them as new Customer - so those 2 functions we talked about earlier can activate.

So, to summarize, the special BuddyBoss automated Customer creation is only possible if you set up the user registration through BuddyBoss.

Let me know if anything is still unclear.

Thank you.

Hi, Nick.

My sincere apologies, 

i have to make a correction in terms of using Custom Fields for Packages of Services.

-

For example, if you set up some Custom Fields for the Services that are offered in a Package;

they will be shown to the customer if the Customer books the Package from front-end,

and if they book some appointments right away, in the "Package Purchase" Form.

-  You can see my Video that shows Custom Fields in the Package Purchase Form as an attachment on the ticket.

But, if they come back later, and book additional appointments of the Package from their Customer Panel;

in the Customer Panel, it is currently not possible to see Custom Fields.

For that, if you can please request the development feature and we will do our best to add it as soon as possible.

-

Sorry about that, we double-checked and that is the current functionality for the Custom Fields in Packages.

Let us know if you have any additional questions about this,

or about the BuddyBoss Integration functions for making new Customers.

-

Also, we have now covered two subjects on same ticket,

for the future, please note :

When you have multiple questions or issues which are for different subjects/topics,

 please open a new ticket for each subject, and we will help/advise more effectively. 

In that way, issues and questions which are related to different subjects will be in separate tickets so other users or our support agents can find them easily. 

Our policy is to have one issue or question per ticket for the reasons described already.

Thank you for understanding.

Hi, Nick.

Apology for the waiting time.

Thank you for sending the Video, we will do our best to help.

1. I understood the issue with our Packages not loading Custom Field if you set up the min/max required appointments to 0;

that is the current default behaviour for our Packages.

Basically, when we set the "max booking required" available to zero, 

then this Service will not come up as available for booking an Appointment in the "Package Purchase" process on front-end at all.

You mentioned in the Video that they would be able to choose to book some appointments now if they wish - but are not required to do so.

In that case, we would set the "minimum bookings required" to zero,

but at least 1 or more to the "max bookings required",

so then they do not have to book any appointments from that service right now / in the moment of booking the Package, 

but they are allowed if they wish.

Otherwise, if we set the zero for the "max" value - that does not let them book any appointments now from that Service;

they can only book those appointments later from the Customer Panel.

And in the Customer Panel, the Custom Fields can not work at the moment.

In this case with the max booking required as zero, 

the Package will skip any Service that has zero for "max bookings required", and it will not ask the customer to pick a time slot,

and unfortunately, it also does not offer the Custom Fields.

The Custom Fields are linked to the Services - they are not linked to the Package, if that makes sense;

that is how our current logic works from the back-end.

So for each Service in the Package, the Custom Field only gets pulled if the Customer books an appointment during the Package Purchase process.

So, if all the Services of the Package are set to max booking required of 0,

then sadly, no Custom Fields will appear this way.

-

I will escalate this with our 2nd level Team to check if they have any workaround/ or alternate idea for an approach for your use-case.

As soon as they advise, we will report back on that point.

Thank you for your patience.

2. And i can see what you mean about the BuddyBoss registration Page not working correctly,

but we are not able to help with that, since it is not our Plugin.

If you can please reach out to BuddyBoss Support, i hope they should be able to help troubleshoot why the registration is not working on your site.

If you fix that issue with the User Registration for BuddyBoss,

then the integration of automatically making Customers from the new Users in Amelia should start working.

Hi, Nick.

Apologies for the waiting time, thank you again for your patience.

I am still checking with our 2nd level Team about this,

we should have a report tomorrow for you.

I will let you know if they need any additional detail about this use case, or further clarification on any point we went through.

Thanks again for your patience.

Hi, Nick.

We have been advised from our 2nd Tier Team.

They checked with our QA, and unfortunately, at this time, we do not have a valid workaround solution to achieve your desired use-case.

At the moment, the logic behind Amelia's Package Purchase process is set in a way that any Custom Field is only linked with a specific Service;

we are not able to currently link any Custom Field to a Package itself;

For that reason, if we wish to see a Custom Field from any particular Service load on a Package Purchase Form,

we need to allow the customer to book at least 1 or more appointments in order for that Service to be available for booking in the moment of Purchase.

But we realise, as you have shown, when we add a lot of Services to the same Package, 

it can get tedious for customers to go one by one for each available Service, and say :

I don't want this one, skip that one, and so on until the last service;

and then in the end, when it comes to "Input Customer Info",  then the Custom Field appears.

This is how the Amelia's logic works at the moment, but we can see that it needs to be improved for a use-case like this.

We have passed this improvement suggestion and feedback to our management.

They will create a task for our developers to make an improvement in the future for this kind of use-case,

to create a solution that could load Custom Fields when we set min/max as zero for available appointments during Purchase in Packages;

or an alternate option that can make this use-case easier.

( We also plan to add possibility for Custom Fields through the Customer Panel)

We can't promise an ETA on it, unfortunately, since new logic needs to be added for Packages,

but we will do our best to add it as soon as possible.

If you wish to affect the development speed,

please feel free to search through our feature suggestion page, 

 to see if someone may be already suggested this feature. If you can't see it, feel free to add your suggestion there, and as more people vote, the feature will move higher on the priority list.

You can certainly follow our changeLog page if you'd like, where we state any changes/new features/bug fixes during updates;

and our newsletter, so you're informed about new features, bug fixes, freebies, etc.

Thank you again for providing the Video and for explaining the use-case,

we appreciate the feedback and suggestion.