We're Moving to a New Support Platform – Starting June 1st!

We’re excited to let you know that starting June 1st, we’ll be transitioning to a new support system that will be available directly on our product websites – Amelia, wpDataTables, and Report Builder. In fact, the new support platform is already live for Amelia and wpDataTables, and we encourage you to reach out to us there.

You'll always be able to reach us through a widget in the bottom right corner of each website, where you can ask questions, report issues, or simply get assistance.

While we still do not offer live support, a new advanced, AI-powered assistant, trained on our documentation, use cases, and real conversations with our team, is there to help with basic to intermediate questions in no time.

We're doing our best to make this transition smooth and hassle-free. After June 1st, this current support website will redirect you to the new "Contact Us" pages on our product sites.

Thanks for your continued support and trust – we’re excited to bring you an even better support experience!

Okay
  Public Ticket #3422424
Customers not able to connect wordpress users
Closed

Comments

  • William started the conversation

    Customers not able to connect wordpress users

    Love to see if customers are login and make a apointment or make apointment with same email it will automatic connect to the wordpress user. Also after not able to connect wordpress user

    Attached files:  2023-07-25_13-12-56.jpg
      2023-07-25_13-14-42.jpg

  • William replied

    ow it doesnt work if someone books with admin roles. When i do on customer they get extra role and they are able to see booking times 

  •  2,576
    Aleksandar replied

    Hello William.

    Thank you for reaching out to us.

    A Customer in Amelia can only be linked with existing WordPress users that have the "Amelia Customer" user role. So, if you want an existing user to be linked with a customer in Amelia, you need to download the "User Role Editor" plugin, which will allow you to assign multiple roles to a single user.

    Once you assign the user with the "Amelia Customer" user, you'll be able to select them from the drop-down when editing the customer.

    Also, never mix administrators with any other role. That will cause conflicts between role capabilities and even though an Admin is logged in, due to the "Amelia Customer" role capabilities, they won't be able to see admin-related sections.

    You can enable the "Automatically create Amelia Customer user" in Settings/Roles/Customer, so when a customer books an appointment, they are automatically assigned a WP User with the "Amelia Customer" role.

    Kind Regards, 

    Aleksandar Vuković
    [email protected]

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