We have a mental health institution, and would like to set up minimal time to cancel or reschedule for the clients fo 24h, since our terms of service specify that time frame. Howewer employees have to be able to cancel or reschedule at all times before the appointment, since if they can't be on site on time the appoitmet is pointless anyway.
I see that the above setting unfortunatelly aplies to both customer and employee and I can't see any way to change it. How can we achive this functionality? If it's not possible in the backend panel maybe you have some php code or anything that could help us get around this?
To set the minimum time required before canceling or rescheduling, you can use the settings in the Global settings or you can configure this for each service separately. You will see this option in the Service settings / General.
By default, you can set the Roles option for the Customer User Role, but the customer will always be able to cancel the appointment under his name. You could try to edit the Customer user role with the User Role Editor, but we dont recommend editing the permission, since it may lead to a potential conflict.
For the employee, you could edit the role options, as well, like "manage their appointments". This only applies to the employee user role, of course.
Hi, Stefan! Thanks a lot for your response - I don't know what happened but I tweaked some settings and now employyes can manage their appointments at any time while the time limit is still valid for customers. If I manage to pinpoint what exact changes resulted in this I'll post an update here for others.
One more thing - on the employee panel our employees can't see the location of the service untill they start editing it (assuming editing by employees is enabled). How can we display location amongst other appointment info, for our therapists to know where they have their appointmets, regardles if they can edit the appointmets or not? Screenshot attached
Regarding the location, unfortunatelly, currently, this is not possible. The field location is not added to the appointment info.
Please feel free to search through our feature suggestion page, to see if someone may have already suggested this feature. If you can't see it, feel free to add your suggestion there, and as more people vote, the feature will move higher on the priority list.
You can certainly follow our changeLog page if you'd like, where we state any changes/new features/bug fixes during updates and our newsletter, so you're informed about new features, bug fixes, freebies, etc.
Should you have any other issues or questions, feel free to reach out to us.
Hm, honestly I think this missing feature is an oversight - since Amelia gives an option to assign multiple locations to one employee they should be able to see it in the employee panel regardless if they have priveleges to edit. Imho this bug renders employee panel unusable for entities with more than one location, since location is a crutial information for the employee necessary to be know before the appointment.
I'll try to tweak the plugin files to try and retrieve this information but since I'm not a developer this might be difficult. I'd be grateful if you could point me to parts of code responsible for displaying the apointment info in empoyee panel, and php variable for location name
Certanly, i can consult the developers regarding this, but this would require the customization of the backend. Please note that customization questions like this one are not covered in the included support for the plugin. Included support covers help with bugs and general inquiries for the plugin features.
Developers are already working on a complete redesign of both employee/ customer panels, where options like changing the labels, and disabling/enabling various features will be available. Unfortunatelly, it's hard to promise ETA at this moment, but, as previously mentioned, you can follow the changelog to keep up with the updates.
Should you have any other questions, feel free to ask.
Hi, Stefan, thanks, I'll be really grateful if you could consult them and let me know. I understand support might not cover customization, bus as mentioned I think this missing feature renders a funtionality of the plugin unusable for me. I'd like to ask you to treat this as a bug if that's possible, especially since we'd like to pivot to not letting therapists edit appointments from the panel
Apologies, we do understand the need to display the location, but, even if we treat it as a bug, it wouldn't be possible to make changes without the update. Along with the other changes that we planned to do with the employee/customer panel redesign, you can suggest this with the explanation on this page.
As previously explained, customization questions are not covered in the included support for the plugin, but we are gathering requests for this to be done in the future, and i can forward this request if you want.
Ok, I posted a feature request - I hope this get implemented soon, because now we have to instruct employees to edit all apointments and still I think this might result in some mistakes on their part
Hi!
We have a mental health institution, and would like to set up minimal time to cancel or reschedule for the clients fo 24h, since our terms of service specify that time frame. Howewer employees have to be able to cancel or reschedule at all times before the appointment, since if they can't be on site on time the appoitmet is pointless anyway.
I see that the above setting unfortunatelly aplies to both customer and employee and I can't see any way to change it. How can we achive this functionality? If it's not possible in the backend panel maybe you have some php code or anything that could help us get around this?
Best regars,
Mike
Attached files: Zrzut ekranu 2023-12-21 132327.png
Hello Michał,
Thanks for reaching out to us.
To set the minimum time required before canceling or rescheduling, you can use the settings in the Global settings or you can configure this for each service separately. You will see this option in the Service settings / General.
By default, you can set the Roles option for the Customer User Role, but the customer will always be able to cancel the appointment under his name. You could try to edit the Customer user role with the User Role Editor, but we dont recommend editing the permission, since it may lead to a potential conflict.
For the employee, you could edit the role options, as well, like "manage their appointments". This only applies to the employee user role, of course.
I hope it helps.
Kind Regards,
Stefan Petrov
[email protected]
Rate my support
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, Stefan! Thanks a lot for your response - I don't know what happened but I tweaked some settings and now employyes can manage their appointments at any time while the time limit is still valid for customers. If I manage to pinpoint what exact changes resulted in this I'll post an update here for others.
One more thing - on the employee panel our employees can't see the location of the service untill they start editing it (assuming editing by employees is enabled). How can we display location amongst other appointment info, for our therapists to know where they have their appointmets, regardles if they can edit the appointmets or not? Screenshot attached
Attached files: Zrzut ekranu 2023-12-21 182351.png
Hello Michał,
You are welcome, thanks for the feedback.
Regarding the location, unfortunatelly, currently, this is not possible. The field location is not added to the appointment info.
Please feel free to search through our feature suggestion page, to see if someone may have already suggested this feature. If you can't see it, feel free to add your suggestion there, and as more people vote, the feature will move higher on the priority list.
You can certainly follow our changeLog page if you'd like, where we state any changes/new features/bug fixes during updates and our newsletter, so you're informed about new features, bug fixes, freebies, etc.
Should you have any other issues or questions, feel free to reach out to us.
Kind Regards,
Stefan Petrov
[email protected]
Rate my support
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
Hm, honestly I think this missing feature is an oversight - since Amelia gives an option to assign multiple locations to one employee they should be able to see it in the employee panel regardless if they have priveleges to edit. Imho this bug renders employee panel unusable for entities with more than one location, since location is a crutial information for the employee necessary to be know before the appointment.
I'll try to tweak the plugin files to try and retrieve this information but since I'm not a developer this might be difficult. I'd be grateful if you could point me to parts of code responsible for displaying the apointment info in empoyee panel, and php variable for location name
Hello Michał,
Certanly, i can consult the developers regarding this, but this would require the customization of the backend. Please note that customization questions like this one are not covered in the included support for the plugin. Included support covers help with bugs and general inquiries for the plugin features.
Developers are already working on a complete redesign of both employee/ customer panels, where options like changing the labels, and disabling/enabling various features will be available. Unfortunatelly, it's hard to promise ETA at this moment, but, as previously mentioned, you can follow the changelog to keep up with the updates.
Should you have any other questions, feel free to ask.
Kind Regards,
Stefan Petrov
[email protected]
Rate my support
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, Stefan, thanks, I'll be really grateful if you could consult them and let me know. I understand support might not cover customization, bus as mentioned I think this missing feature renders a funtionality of the plugin unusable for me. I'd like to ask you to treat this as a bug if that's possible, especially since we'd like to pivot to not letting therapists edit appointments from the panel
Thanks in advance
Hello Michał,
Apologies, we do understand the need to display the location, but, even if we treat it as a bug, it wouldn't be possible to make changes without the update. Along with the other changes that we planned to do with the employee/customer panel redesign, you can suggest this with the explanation on this page.
As previously explained, customization questions are not covered in the included support for the plugin, but we are gathering requests for this to be done in the future, and i can forward this request if you want.
I hope it helps. Sorry for the inconvenience.
Kind Regards,
Stefan Petrov
[email protected]
Rate my support
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
Ok, I posted a feature request - I hope this get implemented soon, because now we have to instruct employees to edit all apointments and still I think this might result in some mistakes on their part
Best,
Mike
Hello Michal,
Thanks for posting.
I will do my best to forward this to developers, so they can put this on the roadmap.
Sorry for the inconvenience.
Kind Regards,
Stefan Petrov
[email protected]
Rate my support
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