So this text appears as a hyperlink that opens a new tab (target="_blank") and takes the customers to your Terms & Conditions without them leaving the booking form. So the custom field on the back end would look like this:
As you can see, we made this radio button a mandatory field, so no one can book an appointment without checking the "I agree" button.
2. If you need to send invoices to your customers, you can do so with WooCommerce. You simply need to change a single setting. Go to the “Orders” page in WooCommerce (if you don’t have any orders yet you’ll need to add a new one to set this setting). If you’ve already used WooCommerce, simply open an existing order. Once you’ve opened the order, on the right side you will see “Order actions“. Click on it and choose “Email invoice/order details to the customer” and click on the “Update” button below it.
Now that you’ve set invoices when a customer schedules using the WooCommerce appointments option, they will automatically receive an invoice via email.
We will implement the invoice sending feature in Amelia as well, but there is no ETA on when it will be implemented.
Hello there,
I would like to install Amelia on a new website, and have to features requests :
1. Is it possible to have an acceptance field : the customer has to check that he's aware of terms and policies
2. Invoices : how can the invoices be sent directly ? Woocommerce integration ? other ?
Thank you,
Sandrine
Hello Sandrine,
Thank you for reaching out to us.
1. To add a link to Terms & Conditions, you can use "Checkbox" or "Radio" custom fields. In the custom field you need to add an anchor tag like this:
So this text appears as a hyperlink that opens a new tab (target="_blank") and takes the customers to your Terms & Conditions without them leaving the booking form. So the custom field on the back end would look like this:
As you can see, we made this radio button a mandatory field, so no one can book an appointment without checking the "I agree" button.
2. If you need to send invoices to your customers, you can do so with WooCommerce. You simply need to change a single setting. Go to the “Orders” page in WooCommerce (if you don’t have any orders yet you’ll need to add a new one to set this setting). If you’ve already used WooCommerce, simply open an existing order. Once you’ve opened the order, on the right side you will see “Order actions“. Click on it and choose “Email invoice/order details to the customer” and click on the “Update” button below it.
Now that you’ve set invoices when a customer schedules using the WooCommerce appointments option, they will automatically receive an invoice via email.
We will implement the invoice sending feature in Amelia as well, but there is no ETA on when it will be implemented.
Kind Regards,
Uros Jovanovic
[email protected]
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