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  Public Ticket #3560078
New Customer in Employee Panel
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Comments

  • Paolo BRogelli started the conversation

    Hi, I see that the functionality to create a new customer while creating a new appointment in the Employee Panel is not available.

    This is really bad, because it limits the Employee ability to create a new appointment only to existing customers, which is really not the norm.

    Is there a workaround of any kind?

    Thanks

    Paolo Brogelli

  • Paolo BRogelli replied

    I have seen that also in Amelia an Employee cannot create a new customer but only a Manager.

    This is quite strange: normally a doctor has the ability to book an appointment to a new customer by its own, without having to ask to a manager.

    This is especially true when there is no manager but only a doctor with its website getting appointments via Amelia.

    Pls help

  •  1,617
    Marko replied

    Hello there,

    Thank you for reaching out to us.

    Unfortunately, currently, this feature is not built-in in Amelia. At the moment employees can create customers and there is no workaround for this I'm afraid.

    In light of this, we encourage you to kindly consider submitting this valuable suggestion as a feature request through the following link: https://features.wpamelia.com/. The prioritization of feature development is greatly influenced by the number of customer requests received. By participating and expressing your support, you contribute significantly to the potential expedited implementation of this feature.

    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 and hope you have a wonderful day ahead. 

    Kind Regards, 

    Marko Davidovic [email protected]

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