Les escribo porque uso Amelia en mi empresa para la gestión de reservas de terapia online, y quería saber cómo puedo hacer para cuando un paciente ya ha hecho su primera reserva y sesión, hacer otras sin tener que hacer el registro completo, ya que debería crear un perfil o algo parecido.
El objetivo es que pueda acceder a la pasarela de reserva/Cobro de manera directa para el resto de citas.
Customers must complete the booking step such as choosing a service, time and date but their user data can be populated automatically.
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. This way they will have the same login info for the Amelia customer panel and WordPress.
You are most welcome, and we are glad if we were able to help you. Also please if you are doing testing make sure that you test from the incognito mode.
Should you have any further inquiries, we kindly request that you open separate tickets for each question and we will gladly help you there.
Buenas tardes,
Les escribo porque uso Amelia en mi empresa para la gestión de reservas de terapia online, y quería saber cómo puedo hacer para cuando un paciente ya ha hecho su primera reserva y sesión, hacer otras sin tener que hacer el registro completo, ya que debería crear un perfil o algo parecido.
El objetivo es que pueda acceder a la pasarela de reserva/Cobro de manera directa para el resto de citas.
Gracias
Hello,
Thank you for reaching out to us.
Customers must complete the booking step such as choosing a service, time and date but their user data can be populated automatically.
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. This way they will have the same login info for the Amelia customer panel and WordPress.
Hope this helps.
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
Hi Marko,
Ok, thanks for your recomendations. I will test with my customers, and if I need more help in the future, I will reach you come.
Hello,
Thank you for reaching out to us.
You are most welcome, and we are glad if we were able to help you. Also please if you are doing testing make sure that you test from the incognito mode.
Should you have any further inquiries, we kindly request that you open separate tickets 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]
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