I am planning to soon have more employees in my organisation.
Before implementing this with Amelia, I wanted to know; If I give my employees access to the employee admin panel, will they they able to create/modify/cancel/view/cancel any customer/booking, or are they only able to access customers for whic they are assigned to within Amelia?
They can manage their appointments but at this time they can only book appointments if you let them with existing customers. They can not create new customers at this time. Perhaps this will be changed in the future but we can not make any promises in that regard.
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.
Thanks for getting back to me. I didn't explain myself properly :)
Am I able to restrict employees so they can only book in clients that have previously booked with that specific employee in the past? Or can an employee create a booking with any existing client they want?
Employees should be able to see only the customers that have booked with them up to that point. You can test this easily by creating new employee and log in to the employee panel.
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.
Hi,
I am planning to soon have more employees in my organisation.
Before implementing this with Amelia, I wanted to know; If I give my employees access to the employee admin panel, will they they able to create/modify/cancel/view/cancel any customer/booking, or are they only able to access customers for whic they are assigned to within Amelia?
Hello there,
Thank you for reaching out to us.
They can manage their appointments but at this time they can only book appointments if you let them with existing customers. They can not create new customers at this time. Perhaps this will be changed in the future but we can not make any promises in that regard.
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
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Hi Marko,
Thanks for getting back to me. I didn't explain myself properly :)
Am I able to restrict employees so they can only book in clients that have previously booked with that specific employee in the past? Or can an employee create a booking with any existing client they want?
Warm regards,
Ronnie
Hello again,
Employees should be able to see only the customers that have booked with them up to that point. You can test this easily by creating new employee and log in to the employee panel.
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
Try our FREE mapping plugin! MapSVG - easy Google maps, interactive SVG maps, floor plans, choropleth maps, and much more - https://wordpress.org/plugins/mapsvg-lite-interactive-vector-maps/
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