Hello Melissa,

Thanks for reaching out to us.

Perhaps, there is a mixed roles conflict in the backend. I suppose you are logged in as an admin?

You should know you can not be Admin and manager to admin and employee, etc at the same time since this leads to conflict within the plugin. You need to have only one role per user only admin or only manager or only employee. 

Every role has different permissions and if you combine them Amelia can not function properly.

You need to disconnect other roles from that user and that mail to create a separate user with separate mail for each role and make sure to purge the cache afterward.

Let me know if it works after you check.

Hello Mellisa,

Thanks for letting me know.

Unfortunatelly, the issue with the HTML mode is that is always reverts back to the text mode, by default.  We are already working on fixing this for future updates. There is no ETA at this moment, but you can follow the changelog to keep up with the updates.

Hello Melissa,

You are welcome. 

This is how it works. There is an option - Require password for login. This option enables you to choose whether you will require the classic login to the Panel, or you will allow accessing the Panel solely via a link from the notifications. By default, this option is enabled; this means that customers will need to log in with an email and password to access their appointments on the Panel. 

If you disable this option – the customer will be able to follow the URL with a unique token in the email notifications without entering their username and password.

Please, find more information on this link.

Hello Melissa,

Apologies, for some reason, the link is not attached.  Try this one.

Here you can find more information regarding the user roles and settings.

I hope it helps.

Hello Melissa,

When customers create their own password, they receive a separate email from WP with two links. The first link is for creating a password, and the second one takes them to the login screen. Which I don't think the customer needs.

This is correct. It's the WP "default" email that is sent once the password reset is requested, or if you have this option enabled. In this way, by clicking on the first link, the customer can create new credentials that he can later use to log in using the second link.

It should lead to the WP dashboard since this is what the credentials are made for. So, each customer has access to the WP dashboard, as well as the customer panel.

If it's going into a loop, then perhaps the customer panel access placeholder is not configured correctly. There is a notification template "customer panel access". In the text, you will find the link with the placeholder where the URL of the page where the customer panel is located should be entered. 

This URL works everything the customer wants to access the panel or request the password reset.

I hope it helps.

Hello Melissa,

Unfortunatelly, there is no option to revert to original, but you may use this template and paste it in text mode

Dear %customer_full_name%,

You can access your profile on this link.

Thank you for choosing our company,

%company_name%

Hello Melissa,

Thanks for the additional information.

This is the template text that you should copy/paste in "text mode" in the Customer panel access template.

Dear %customer_full_name%,

You can access your profile on this link.

Thank you for choosing our company,

%company_name%

The "link" is leading to local host since it has been copied from my computer, but it should be configured to the URL of the placeholder that holds the URL of the page where the customer panel is located.

So, like this 

Now, looking at the screenshot you've provided looks like the shortcode for the customer panel is not properly loaded on the front end page. You need to use the "shortcode" module and then paste the shortcode there. The booking form will load only if the shortcode is placed in the module "shortcode".

I hope it helps.