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  Public Ticket #3697829
Customer panel access
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  • Etienne Falque Pierrotin started the conversation

    Hi,

    I'm currently integrating Amelia in my wordpress website. I have enabled the customer panel so that my future customers can purchase packages of 5 services at a discount and book them at a later time. 

    My problem is when I test the customer panel by purchasing the service package myself and entering one of my personal emails, without booking any appointments at the moment purchase :

    -I don't receive the link to access the customer panel on the email entered for the purchase

    -I do receive a purchase confirmation on that email

    -When I go to the customer panel page and enter the personal email to get the access link I do not receive an email (For your information I have not enabled the use of a password for customers to log into the customer panel, so the customer should get access only through a link)

    -I have noticed that when I go to the back-end of Amelia's Customers page, no customers are created after the purchase (even though I have selected the setting "create a customer account automatically" in the customer roles settings)

    -When I go to the Services page's Packages tab to manage the package, the purchased package does appear but not with the email I used for the purchase. It appears with the email I use to login to my wordpress. Although I did the purchase while being logged out of wordpress and have also tried from my phone in a incognito google chrome window.



    I have noticed that if I do book an appointment when I purchase the package, then a new customer does get created in Amelia's Customers page. The customer info is filled with the name entered at the moment of purchase but the email field remains empty. If I then manually enter the email into the Customer that was created (using the back end), I am then able to request the access link to the customer panel, on the customer panel page by entering the email of the customer account. I then receive the access link that that works to acess to the customer panel and finally can manage the purchased package on the front end.


    How can I fix this so that when somebody purchases a package a new customer is created in Amelia automatically with the email used at the moment of purchase, and the access link is sent to the customer automatically ?

    Please find attached the Role settings I used in the customer tab in the attached screenshot.

    Thank you

    Attached files:  Role settings-customers 1 of 2.png
      Role settings-customers 2 of 2.png

  •  1,564
    Marko replied


    Hello there,

    Thank you for reaching out to us.

    When you have several questions or issues please open a new seperate ticket, and we will help you there. In that way, issues and questions that are related to different subjects will be in separate tickets so other customers or our support agents can find them easily. 

    Our policy is to have one issue or question per ticket because of the reasons that are described already.

    Thank you for understanding. 

    1. My problem is when I test the customer panel by purchasing the service package myself and entering one of my personal emails, without booking any appointments at the moment purchase :

    -I don't receive the link to access the customer panel on the email entered for the purchase

    -I do receive a purchase confirmation on that email - You do not get link to access automatically you need to set a placeholder there. 

    You need to add a customer panel placeholder to your appointment-approved notifications like this for example 

    6925570253.png

    And when they book for the first time and when they click on the link they will be redirected automatically to set the password and the user name will always be the mail that they used during the purchase.

    You need to do this also for customer panel access as well copy and add this %customer_panel_url% there and when they forgot password they will be able to reset it.

    2. -When I go to the customer panel page and enter the personal email to get the access link I do not receive an email (For your information I have not enabled the use of a password for customers to log into the customer panel, so the customer should get access only through a link) - Check our reply above if you have set it properly

    3. -I have noticed that when I go to the back-end of Amelia's Customers page, no customers are created after the purchase (even though I have selected the setting "create a customer account automatically" in the customer roles settings) - Customer is created only when a booking is made. Until they book they are not customers

    4- -When I go to the Services page's Packages tab to manage the package, the purchased package does appear but not with the email I used for the purchase. It appears with the email I use to login to my wordpress. Although I did the purchase while being logged out of wordpress and have also tried from my phone in a incognito google chrome window. - this can only happen if you are logged in how else Amelia know this other mail. 

    5. I have noticed that if I do book an appointment when I purchase the package, then a new customer does get created in Amelia's Customers page. The customer info is filled with the name entered at the moment of purchase but the email field remains empty. If I then manually enter the email into the Customer that was created (using the back end), I am then able to request the access link to the customer panel, on the customer panel page by entering the email of the customer account. I then receive the access link that that works to acess to the customer panel and finally can manage the purchased package on the front end. - We mentioned above only when customer books appointment they het custoemr role. Also if they do not enter the mail field then they can not receive link from a panel because there is no mail where links can be sent.

    So you need to make mail field mandatory in customize section

    8129932220.png


    6. How can I fix this so that when somebody purchases a package a new customer is created in Amelia automatically with the email used at the moment of purchase, and the access link is sent to the customer automatically? - We have explained all this above.

    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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