We are onboarding our clients from Tutorcruncher to Amelia soon, and I want to know the best way in your opinion (if there is a guide, please send it across too) how to transfer my client base over. This is with regards to actually informing them about the transfer and giving them access to their new profile, as well as, most importantly to me, how I can still offer them their regular time slot (which happens on the same day and time each week) without it being sniped potentially by a new client who goes through the booking form.
Thanks for reaching out to us. We have our way of migrating files, but i believe this might be not suitable for your needs. It's actually about migrating the tables from Amelia, but in your case, you want to migrate the files from a completely different platform.
Reading more about the Tutocruncher i can see that it is actually a CRM platform. Maybe, you can find useful our feature called Amelia WebHooks. This setting allows you to set several hooks that will send data from the Amelia plugin to any other application. It is good to use this option if you want to send, for example, customer data to some CRM platform.
Regarding the rest of your message, you won't be able to offer certain timeslots to a certain customer. Amelia's booking form works in a way where all customers have access to the booking form, and they can book any of those timeslots (of course, if they are available). In other words, there is no option to "reserve" a timeslot for a certain customer, other than maybe booking an appointment from the backend for that particular customer.
Another feature that comes to mind is maybe using the recurring appointment options for a certain service. Customers will have an option to set up the repeating to be every week, every 2 weeks, every 3 weeks, etc., and also be able to choose multiple days in the week when the appointment will repeat.
But, this also means that every customer will be able to do that, not just a particular customer. You can find more information on this link - Amelia Recurring Appointments
I hope it helps. Please, let us know if you have any other questions.
I see, thanks for all of that info, very informative. It does seem like an oversight that Amelia can't also allow for recurring regular clients to supersede new clients somehow. I am wondering if there is some way I can make another service that I can only allow my regular clients to see - that has access to a separate calendar with just their slot open - with the calendar for all other clients trying to book having it blocked out? It's a bit long-winded, but it could somehow make things work for my regulars.
Any other workarounds you can think of or suggest are most welcome, as Amelia looks like it would work so incredibly well for my business, besides this one singular issue.
When you want to make an appointment as an admin for a particular customer, you can only do that through appointments in the backend.
What i meant is the fact that you can already book an appointment for a certain customer in advance knowing which dates they want to attend, but this requires a lot of manual work and certainly it's not convenient.
I get what you are thinking, but, unfortunately, this is possible only partial. So, there is an option to make two different pages, for example, and then make a two different categories and services inside those categories. Each category / service has it's own ID, so you can use shortcodes to target those specific ID's. But the main problem is how to differentiate regular clients and clients accessing the page for the first time.
Yet again, if the other clients access the page and book an appointment, it could be the appointment that should be "reserved" for the regular client, so that's what i meant when i said it will work only partially. This also means that there should be a scenario where certain timeslots are available for one page (regulars) and the same timeslots should be unavailable for the other customer and this is impossible.
I hope it helps. Please, let us know if you have any other questions.
Hello Jon, if it helps in any way, I'll share my experience with you. I designed a website for a pilates reformers studio. Their regular clients are given access to "special packages" that include both regular services and other services that are not available in the standard packages, and they may have a longer validity period. The only trick is that these special packages don't appear on the front end, and for this reason, you must manually assign them to the clients you choose in the backend (but once assigned, clients can make their reservations from the customer panel). To hide packages from the public, you just need to edit the package and disable an eye icon located between the duplicate icon and the trash can icon at the bottom. I hope this is helpful to you.
Thanks for the suggestion. I guess this could work, of course, if it's suitable for Jon's needs. As previously stated, you will need to "book" those appointments in advance for particular customers, but you went ahead and suggested packages, which is even better since they can manage those packages through the customer panel.
We are onboarding our clients from Tutorcruncher to Amelia soon, and I want to know the best way in your opinion (if there is a guide, please send it across too) how to transfer my client base over. This is with regards to actually informing them about the transfer and giving them access to their new profile, as well as, most importantly to me, how I can still offer them their regular time slot (which happens on the same day and time each week) without it being sniped potentially by a new client who goes through the booking form.
Hello Jon,
Thanks for reaching out to us. We have our way of migrating files, but i believe this might be not suitable for your needs. It's actually about migrating the tables from Amelia, but in your case, you want to migrate the files from a completely different platform.
Reading more about the Tutocruncher i can see that it is actually a CRM platform. Maybe, you can find useful our feature called Amelia WebHooks. This setting allows you to set several hooks that will send data from the Amelia plugin to any other application. It is good to use this option if you want to send, for example, customer data to some CRM platform.
Regarding the rest of your message, you won't be able to offer certain timeslots to a certain customer. Amelia's booking form works in a way where all customers have access to the booking form, and they can book any of those timeslots (of course, if they are available). In other words, there is no option to "reserve" a timeslot for a certain customer, other than maybe booking an appointment from the backend for that particular customer.
Another feature that comes to mind is maybe using the recurring appointment options for a certain service. Customers will have an option to set up the repeating to be every week, every 2 weeks, every 3 weeks, etc., and also be able to choose multiple days in the week when the appointment will repeat.
But, this also means that every customer will be able to do that, not just a particular customer. You can find more information on this link - Amelia Recurring Appointments
I hope it helps. Please, let us know if you have any other questions.
Kind Regards,
Stefan Petrov
[email protected]
Rate my support
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Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
I see, thanks for all of that info, very informative. It does seem like an oversight that Amelia can't also allow for recurring regular clients to supersede new clients somehow. I am wondering if there is some way I can make another service that I can only allow my regular clients to see - that has access to a separate calendar with just their slot open - with the calendar for all other clients trying to book having it blocked out? It's a bit long-winded, but it could somehow make things work for my regulars.
Any other workarounds you can think of or suggest are most welcome, as Amelia looks like it would work so incredibly well for my business, besides this one singular issue.
When you say "booking an appointment from the backend for that particular customer", is it possible to do that indefinitely somewhere?
Hello Jon,
When you want to make an appointment as an admin for a particular customer, you can only do that through appointments in the backend.
What i meant is the fact that you can already book an appointment for a certain customer in advance knowing which dates they want to attend, but this requires a lot of manual work and certainly it's not convenient.
I get what you are thinking, but, unfortunately, this is possible only partial. So, there is an option to make two different pages, for example, and then make a two different categories and services inside those categories. Each category / service has it's own ID, so you can use shortcodes to target those specific ID's. But the main problem is how to differentiate regular clients and clients accessing the page for the first time.
Yet again, if the other clients access the page and book an appointment, it could be the appointment that should be "reserved" for the regular client, so that's what i meant when i said it will work only partially. This also means that there should be a scenario where certain timeslots are available for one page (regulars) and the same timeslots should be unavailable for the other customer and this is impossible.
I hope it helps. Please, let us know if you have any other questions.
Kind Regards,
Stefan Petrov
[email protected]
Rate my support
Try our FREE mapping plugin! MapSVG - easy Google maps, interactive SVG maps, and 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
Hello Jon, if it helps in any way, I'll share my experience with you. I designed a website for a pilates reformers studio. Their regular clients are given access to "special packages" that include both regular services and other services that are not available in the standard packages, and they may have a longer validity period. The only trick is that these special packages don't appear on the front end, and for this reason, you must manually assign them to the clients you choose in the backend (but once assigned, clients can make their reservations from the customer panel). To hide packages from the public, you just need to edit the package and disable an eye icon located between the duplicate icon and the trash can icon at the bottom. I hope this is helpful to you.
Best regards,
Carlos Atristain.
Hello Carlos,
Thanks for the suggestion. I guess this could work, of course, if it's suitable for Jon's needs. As previously stated, you will need to "book" those appointments in advance for particular customers, but you went ahead and suggested packages, which is even better since they can manage those packages through the customer panel.
Thanks again, Carlos.
Kind Regards,
Stefan Petrov
[email protected]
Rate my support
Try our FREE mapping plugin! MapSVG - easy Google maps, interactive SVG maps, and 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