On my website registration I have a mandatory phone number field. Booking an appointment on my website requires a login. Will it be possible to have the phone number pre-filled in the Amelia form like the email and the Name are?
Yes, this should be possible if WordPress user is connected to Amelia customer role.
We have 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 (there are plugins for managing multiple roles in WordPress, such as User role editor). This way they will have the same login info for the Amelia customer panel and WordPress.
This should help.
If you have any more questions please open a new separate ticket for each question and we will gladly help you there.
Hello
On my website registration I have a mandatory phone number field. Booking an appointment on my website requires a login. Will it be possible to have the phone number pre-filled in the Amelia form like the email and the Name are?
Hello again,
Thank you for reaching out to us.
Yes, this should be possible if WordPress user is connected to Amelia customer role.
We have 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 (there are plugins for managing multiple roles in WordPress, such as User role editor). This way they will have the same login info for the Amelia customer panel and WordPress.
This should help.
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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