for whatever reason to some customers, the section where you fill up your personal details (name, last name, Email, phone number) don't get the prefilled. Even though the customer booked many times in the past month alone (he usually comes once a week). Attached you'll find a video showing in real time.
In order to allow existing WordPress users to log both into WordPress (or WooCommerce, or some membership plugin) and Amelia using the same credentials, customers and employees in Amelia need to have "Amelia Customer" or "Amelia Employee" user role assigned to them.
If there's a created WordPress user, but they don't yet have anything purchased through Amelia, you need to enable "Automatically create Amelia Customer user" in Amelia Settings/Roles/Customer, and then - after they log into their WordPress user, once they land on Amelia's booking page, their details will already be populated, and once they purchase the appointment, they'll be added to Amelia/Customers; linked to the WordPress user, and they will be able to visit the Amelia Customer Panel without logging in (since they're already logged in as a WordPress user).
If you already created a user with "Amelia Customer" but they haven't purchased anything with Amelia yet, that user won't be linked to any customers you have in Amelia, so before they are able to log into Amelia's Customer Panel, they either need to book an appointment while they're logged into WordPress, WooCommerce, or a membership plugin, or you need to create a customer by going into Amelia/Customers/Add Customer. When you create a customer, link that customer to the WordPress user, and that's it. After that, they will be able to log in with the same password that's used for logging into WordPress.
Please note: If you change the password of the employee, or the customer through WordPress, the same password will apply to Amelia's Panels, but if you change the password through the Customer or the Employee Panel in Amelia, that password will not be applied to the WordPress user role. This is because Amelia doesn't require a WordPress user to be created in order to grant access to the panels - that is optional, and Amelia can't modify the password for WordPress users.
I understood everything you said, I already had the option "Automatically create Amelia Customer user" when someoone books activated and in Amelia→Settins→Roles Settings→Customers→ I don't require customers to fill in a password to log in. So they simply fill in the email and they receive the Customer Panel Access Email.
With that said, even with the above mentioned settings, some of the customers have their details already filled in if they have booked at least once in the past, but others don't. Is there some Cookie settings that I am not aware of, or something of this sort?
In order for the customers to have their details prefilled on the booking form, they will have to be logged into the customer panel or logged into their WordPress account.
Hi,
for whatever reason to some customers, the section where you fill up your personal details (name, last name, Email, phone number) don't get the prefilled. Even though the customer booked many times in the past month alone (he usually comes once a week).
Attached you'll find a video showing in real time.
Attached files: VIDEO-2024-02-01-10-58-59.mp4
Hello Raphael,
Thank you for reaching out to us.
In order to allow existing WordPress users to log both into WordPress (or WooCommerce, or some membership plugin) and Amelia using the same credentials, customers and employees in Amelia need to have "Amelia Customer" or "Amelia Employee" user role assigned to them.
If there's a created WordPress user, but they don't yet have anything purchased through Amelia, you need to enable "Automatically create Amelia Customer user" in Amelia Settings/Roles/Customer, and then - after they log into their WordPress user, once they land on Amelia's booking page, their details will already be populated, and once they purchase the appointment, they'll be added to Amelia/Customers; linked to the WordPress user, and they will be able to visit the Amelia Customer Panel without logging in (since they're already logged in as a WordPress user).
If you already created a user with "Amelia Customer" but they haven't purchased anything with Amelia yet, that user won't be linked to any customers you have in Amelia, so before they are able to log into Amelia's Customer Panel, they either need to book an appointment while they're logged into WordPress, WooCommerce, or a membership plugin, or you need to create a customer by going into Amelia/Customers/Add Customer. When you create a customer, link that customer to the WordPress user, and that's it. After that, they will be able to log in with the same password that's used for logging into WordPress.
Please take a look at our video about this: https://youtu.be/nm7f7RDSYow
Please note: If you change the password of the employee, or the customer through WordPress, the same password will apply to Amelia's Panels, but if you change the password through the Customer or the Employee Panel in Amelia, that password will not be applied to the WordPress user role. This is because Amelia doesn't require a WordPress user to be created in order to grant access to the panels - that is optional, and Amelia can't modify the password for WordPress users.
Kind Regards,
Uros Jovanovic
[email protected]
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Hello Uroš,
thank you for your quick reply!
I understood everything you said, I already had the option "Automatically create Amelia Customer user" when someoone books activated and in Amelia→Settins→Roles Settings→Customers→ I don't require customers to fill in a password to log in. So they simply fill in the email and they receive the Customer Panel Access Email.
With that said, even with the above mentioned settings, some of the customers have their details already filled in if they have booked at least once in the past, but others don't.
Is there some Cookie settings that I am not aware of, or something of this sort?
Hello Raphael,
Thank you for the update on this.
In order for the customers to have their details prefilled on the booking form, they will have to be logged into the customer panel or logged into their WordPress account.
Please let me know if that works for you or not.
Looking forward to your reply.
Kind Regards,
Uros Jovanovic
[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
Thank you for you extremely helpful answers, Uroš and sorry for constantly bother you!