Hello Deva-Laya,

Thanks for reaching out to us.

All users with the Amelia employee user roles in the WP user section, will be available in the expanding menu, when creating the new employee. As you already noticed, when creating a new employee, you also have the option to create a new WP user for that employee.

I hope it helps.

Hello Deva-Laya,

Apologies, at first i thought that you were talking about the employees connecting with the WP user, i see now that you are trying to edit the customer. In the User Role settings, for the Customer, there is an option called "Automatically create Amelia Customer user".

If you enable this option every time a new customer schedules an appointment, he will get an Amelia Customer user role and automatic email with login details. In this way, each customer is connected with the WP user.

I hope it helps.

Hello Deva-Laya,

As long as there is a WP user with the Amelia customer user role, you will be able to connect this WP user with the expanding list that you have on the screenshots provided.

For example - 

These two users have the "Amelia Customer" Role 

If you go to Amelia Customer section, and you want to edit the customer (as per your screenshot), then both WP users will be available in the expanding menu

The same goes for the employees, as well. The "WordPress user" selection follows the assigned role to recognize the user and it display them in the expanding menu.

I hope i helped a bit.

Hello Deva-Laya,

Here is how it should work. After you export the customers from WooCoomerce in a CSV file, you can import the same file in the Amelia Customer section. Once you click to import, you will be asked to select the field that you want to import. It should link the WP users with the amelia customer user role with the imported ones, by email.

Anyway, let me double-check with the developers for precise information. I will get back to you as soon as i have the information.

Thank you for patience and sorry for the long waiting.

Hello Deva-Laya.

When importing customers to Amelia, they can only be linked to WP users if those users have the "Amelia Customer" role and only those users appear in the dropdown. If you want to add this role to users that already have the "Customer" role add this script to a functions.php file:

add_action( 'profile_update', 'add_amelia_customer_role', 10 );
add_action( 'user_register', 'add_amelia_customer_role', 10 );
function add_amelia_customer_role() {
   $args = array(
        'role'         => 'customer',
        'role__not_in' => array( 'wpamelia-customer' ),
        'number'       => '500',
    );
    $customer_users = get_users( $args );
    foreach ( $customer_users as $user ) {
        $user->add_role( 'wpamelia-customer' );
    }
}

This script will execute on every user update and user registration, ensuring every user with the role Customer will also have the role Amelia Customer added.