We bought Amelia for a mentorship platform with numerous mentors and mentees signing up daily.
We want to know, When a new mentor or mentee signs up, can a new Amelia employee or customer be created automatically using their existing details and password?
1. Employee must be created and assigned to service on the backend
2. Customers in Amelia are created automatically when they book their first appointment
Also when you enable option Automatically create Amelia Customer user 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.
If you have any more questions please open a new separate ticket for each question and we will gladly help you there.
We bought Amelia for a mentorship platform with numerous mentors and mentees signing up daily.
We want to know, When a new mentor or mentee signs up, can a new Amelia employee or customer be created automatically using their existing details and password?
Hello Henry,
Thank you for reaching out to us.
Yes, and no.
1. Employee must be created and assigned to service on the backend
2. Customers in Amelia are created automatically when they book their first appointment
Also when you enable option Automatically create Amelia Customer user 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.
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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Hello Henry,
Kind Regards,
Marko Davidovic [email protected]
Rate my support
Try our FREE mapping plugin! MapSVG - easy Google maps, interactive SVG maps, 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