Okay
  Public Ticket #3738413
switching from Square booking system to Amelia
Closed

Comments

  • Christine started the conversation

    Hello, I am trying to set up Amelia for a client of mine who runs a laser clinic. I met with her today and she mentioned few problems. I'd appreciate all the help I could get

    1. is there a way to not display the employee's last name in the step-by-step booking form?

    2. the owner is asking if there is a way to access the main booking calendar (that shows all the appointments) without being logged into the backend of the website. she has a computer on the reception desk and she does not want the greeting ladies to access the website. only to manage the calendar with all the bookings and add appointments when needed

    3. we tried to run a test booking to see how it goes, the customer did not receive an email confirmation

    4. one last thing, my client uses Square for booking right now and we are trying to switch to Amelia. how can we move all her previous customers with their information and past appointments into Amelia?

  •  1,562
    Marko replied

     

    Hello there,

    Thank you for reaching out to us.

    When you have several questions or issues please open a new 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. is there a way to not display the employee's last name in the step-by-step booking form? - Unfortunately, currently this feature is not available in Amelia. You can perhaps try and hide this via CSS

    2. the owner is asking if there is a way to access the main booking calendar (that shows all the appointments) without being logged into the backend of the website. she has a computer on the reception desk and she does not want the greeting ladies to access the website. only to manage the calendar with all the bookings and add appointments when needed - No Im afraid that this is not possible you need to access it from the WordPress backend

    3. we tried to run a test booking to see how it goes, the customer did not receive an email confirmation - Then something is not set up properly. 

    Please go to the notifications section inspect the page then try and send test notifications and then if there are any issues you will see the error in the network section. If there is any please send us a screenshot so that we can take a look.

    The error should show unless you are using PHP mail. We can help only if you are using SMTP if you are using WP mail which is this party plugin then you need to reach out to their support team and if you are using PHP mail you need to change this

    1907110042.png

    We strongly recommend changing the mail service setting to SMTP or Mailgun because the email that is sent with PHP Mail generally gets flagged as spam by mail servers and also can take some time to send. See below how to configure SMTP and Mailgun mail services.

    So please set the SMTP on your site

    • SMTP (Simple Mail Transfer Protocol) – In this article, we show how to configure the SMTP mail service for Gmail, but you can set it up for any other outgoing service that supports SMTP for a mail client. When you select this option, four inputs will appear – you need to populate them to configure SMTP properly. A Google SMTP example:
      • SMTP Host – smtp.gmail.com
      • SMTP Port – 587
      • SMTP Secure – TLS
      • SMTP Username – Your Gmail address
      • SMTP Password – Your App password (details about setting up an app password can be found in the notice section below)

      The most commonly used SMTP Ports are 465 and 587. Port 465 uses “SSL” as SMTP Secure, while port 587 uses “TLS” as SMTP Secure. Make sure to check what the correct SMTP settings are for your mailing provider.

    Google SMTP (Gmail accounts):

    From 30 May 2022, Google will no longer support the use of third-party apps or devices which ask you to sign in to your Google Account using only your username and password, so “Allow less secure apps” will be removed.

    In order to continue using SMTP with Gmail, you will need to set up an App Password for Amelia. App Passwords can only be used with accounts that have 2-Step Verification turned on. Instructions about this can be found on Google’s Documentation, here.

    For detailed set-up instructions, please take a look at this article on our official support platform.

    Microsoft SMTP (outlook, hotmail, live, and office365 email accounts):

    If you’re having issues using SMTP with your Microsoft account, please make sure to set up an App Password for Amelia. App Passwords can only be used with accounts that have 2-Step Verification turned on in the Security Basics section of your Microsoft account. Instructions about this can be found on Microsoft’s Documentation, here.

    For detailed set-up instructions, please take a look at this article on our official support platform.

    4. one last thing, my client uses Square for booking right now and we are trying to switch to Amelia. how can we move all her previous customers with their information and past appointments into Amelia? - You can not. You can import customers but you can not add their previous bookings in Amelia. You can read more about import customer option on this link https://wpamelia.com/importing-customers/

    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]

    Rate my support

    wpDataTables: FAQ | Facebook | Twitter | InstagramFront-end and back-end demo | Docs

    Amelia: FAQ | Facebook | Twitter | InstagramAmelia 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

  •  1,562
    Marko replied

    Hello again,

    Once you see the error in the network section for question 3 please send us screenshots so that we can take a look and advise you how to proceed further.

    Looking forward to your reply. 

    Kind Regards, 

    Marko Davidovic
    [email protected]

    Rate my support

    wpDataTables: FAQ | Facebook | Twitter | InstagramFront-end and back-end demo | Docs

    Amelia: FAQ | Facebook | Twitter | InstagramAmelia 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