If you enable this option in Amelia settings/Role settings/Customer, every time a new customer schedules an appointment, he will get Amelia's Customer user role and automatic email with login details.
But that only works to create a new WP user,
when they make a booking ( or if the Admin/manager adds a new Customer in Amelia's back-end) - they get the default "welcome email" from WordPress as a new user.
It does not work if there is already an existing WP user with the same Email on your WordPress.
-
For example, if you have first created a WP user and let's say the user gets a Subscriber role.
Then when you book in Amelia as that existing WP user, a new customer gets created in Amelia's Customer list,
but in that case, since the WP user with the same Email already exists, Amelia is not able to make a new one.
Then, you will have to manually add an additional role ( Amelia Customer), to this existing WP user,
and you have to go to the Amelia Customer list, edit this customer, and connect him to the WP user.
Here is my Screen recording that shows an example of how to do that. I use the User Role Editor plugin to add additional roles.
I will elaborate more about how users and roles work in Amelia :
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.
Un my case customer already book appointment but has no wp users (as I did not activated this options in wpamelia)
If I toggle this options, only unknown Amelia customer will get new wp user when booking a appointment otherwise it's not. I know there is an options on Amelia backend to create new wp users on Amelia client but I don't want to do this one by one and not spamming old customer which may not come back
Actually, I don't create WP users when my customer book an appointment.
I want to active this feature in order to provide the customer panel to cancel/reschedule.
This work fine for new customer but for others already existing wp amelia customer, amelia is not creating a wp users.
Hello Guillaume,
If you enable this option in Amelia settings/Role settings/Customer, every time a new customer schedules an appointment, he will get Amelia's Customer user role and automatic email with login details.
But that only works to create a new WP user,
when they make a booking ( or if the Admin/manager adds a new Customer in Amelia's back-end) - they get the default "welcome email" from WordPress as a new user.
It does not work if there is already an existing WP user with the same Email on your WordPress.
-
For example, if you have first created a WP user and let's say the user gets a Subscriber role.
Then when you book in Amelia as that existing WP user, a new customer gets created in Amelia's Customer list,
but in that case, since the WP user with the same Email already exists, Amelia is not able to make a new one.
Then, you will have to manually add an additional role ( Amelia Customer), to this existing WP user,
and you have to go to the Amelia Customer list, edit this customer, and connect him to the WP user.
Here is my Screen recording that shows an example of how to do that. I use the User Role Editor plugin to add additional roles.
https://watch.screencastify.com/v/opzwuJ8x8ubR7zebQAfF
-
I will elaborate more about how users and roles work in Amelia :
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.
-
Hope this helps.
Kind Regards,
Uros Jovanovic
[email protected]
Rate my support
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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 uros,
Un my case customer already book appointment but has no wp users (as I did not activated this options in wpamelia)
If I toggle this options, only unknown Amelia customer will get new wp user when booking a appointment otherwise it's not. I know there is an options on Amelia backend to create new wp users on Amelia client but I don't want to do this one by one and not spamming old customer which may not come back
Hello Guillaume,
Thanks for clearing that up.
That is the only option at the moment, unfortunately.
If you have any other questions, please let me know if you have any other questions.
Kind Regards,
Uros Jovanovic
[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