Hello, I have a question regarding payments in AMELIA. How can I set up a rule so that each reservation is automatically accepted after it has been paid for online via instant transfer?
This is how the payment works by default. All payments that are made via online payment methods such as Stripe, PayPal, RazorPay and etc and automatically stored as "paid" since the customer will pay for the appointment "in advance". However, if the appointments are booked "on-site" then they will be stored as "pending" since the customer has yet to pay for the appointment (when on-site)
Perhaps, you were referring to appointment status? If so, this can be configured in General settings or in Service settings (for each service separately)
If approved, then the appointment is automatically approved. If set to "pending" then an admin would need to accept the appointment and approve it manually.
Let me know if this is what you are looking for or if I can help you with anything else.
I'm not sure if we’re on the same page. What I mean specifically is that if someone books a service on the urbannclinic.pl website and pays for it online, that service should be automatically ACCEPTED—it shouldn’t require manual approval from me and shouldn’t be in a pending status. Are we clear on that?
By the way, since it seems related, could you clarify what the RULES are that we can define under the AMELIA > SETTINGS > PAYMENTS > WOOCOMMERCE > RULES tab?
That's what i was referring to. You need to configure the default appointment status to "approved" and once the payment is done, then the appointment will be automatically accepted. All payments made with online payment methods have "paid" status by default.
The rules that you can define are related to the booking status and payment status. These are configured by default
I don’t quite understand this. When I set the default consultation status here: AMELIA/SERVICES/SPECIFIC SERVICE/SETTINGS to "ACCEPTED," the client is informed that their appointment is booked regardless of whether they complete the online payment process or abandon it midway. This happens because the SERVICE is automatically set to "ACCEPTED" by default. However, I would like it to be accepted only if the client completes the payment.
Assuming that the WooCoomerce will be used, you would need to configure another WooCoomerce rule. Otherwise, using other payment methods such as Stripe or PayPal, the booking is accepted or not depending on the appointment status, because the payment is always set to "paid" while using the online payment methods. To configure the WooCoomerce rules, you can go to WooCoomerce / Add Rule and then configure it according to your needs.
Alright, in that case, please tell me what I should configure using WooCommerce.
What should I set in SERVICES / SETTINGS / DEFAULT STATUS?
What rules should I configure in AMELIA / SETTINGS / PAYMENTS / WOOCOMMERCE / RULES?
If you can, please go in and check the current rules.
What am I trying to achieve?
I want each payment to change the status to ACCEPTED once it has been paid. Until it’s paid, it should have the status PENDING.
When you go to Payments, select WooCoomerce, go to Add Rule and then configure it like this
So, when an Order is created it will have "pending payment" status and the booking will be approved when the payment is changed to "paid".
You can choose which appointment, event, and package status in Amelia will match which order status in WooCommerce. When you change the order status in WooCommerce it will automatically be changed in Amelia. By default, you have three rules for status correlation, “On-hold”, “Processing” and “Completed”, but by clicking on the “Add rule” you can create more correlation between Amelia and WooCommerce statuses. When you click on that button a new section will appear with the following options, that you need to set:
“Order” dropdown, from which you can choose one of the WooCommerce order statuses that you want to correlate with status in Amelia
“Apply On” is where you can define the rule which will trigger the change of the appointment status, and that an action can be either order creation or order update.
“Booking”, here you choose the status in Amelia you want to correlate with the WooCommerce status, depending on if you are creating a rule for appointments, events, or packages.
Lastly, on the “Payment” dropdown, you can choose the payment status that will be set, once the order is WooCommerce is created or updated.
Okay, I've created the rule as you suggested. I still have a question—should the other three default rules in these settings stay there, or should I remove them? Best regards, Jarek.
Should you have any other questions or issues, feel free to reach out to us on a new ticket and we will kindly provide assistance there, as you already know.
The situation has changed a bit; the company has decided to accept payments in various forms, such as cash on-site at the office, instant transfers, regular bank transfers, etc. Should I now set a rule for each of these situations
Well, it depends on the payment situation. If they want a specific payment option, you would need to configure it according to order creation and payment method. Usually, default WooCoomerce rules work perfectly fine.
Hello, I have a question regarding payments in AMELIA. How can I set up a rule so that each reservation is automatically accepted after it has been paid for online via instant transfer?
Hi Jarek,
This is how the payment works by default. All payments that are made via online payment methods such as Stripe, PayPal, RazorPay and etc and automatically stored as "paid" since the customer will pay for the appointment "in advance". However, if the appointments are booked "on-site" then they will be stored as "pending" since the customer has yet to pay for the appointment (when on-site)
Perhaps, you were referring to appointment status? If so, this can be configured in General settings or in Service settings (for each service separately)
If approved, then the appointment is automatically approved. If set to "pending" then an admin would need to accept the appointment and approve it manually.
Let me know if this is what you are looking for or if I can help you with anything else.
Kind Regards,
Stefan Petrov
[email protected]
Rate my support
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I'm not sure if we’re on the same page. What I mean specifically is that if someone books a service on the urbannclinic.pl website and pays for it online, that service should be automatically ACCEPTED—it shouldn’t require manual approval from me and shouldn’t be in a pending status. Are we clear on that?
By the way, since it seems related, could you clarify what the RULES are that we can define under the AMELIA > SETTINGS > PAYMENTS > WOOCOMMERCE > RULES tab?
Hi Jarek,
That's what i was referring to. You need to configure the default appointment status to "approved" and once the payment is done, then the appointment will be automatically accepted. All payments made with online payment methods have "paid" status by default.
The rules that you can define are related to the booking status and payment status. These are configured by default
You can find more information on this link.
Kind Regards,
Stefan Petrov
[email protected]
Rate my support
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Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
I don’t quite understand this. When I set the default consultation status here: AMELIA/SERVICES/SPECIFIC SERVICE/SETTINGS to "ACCEPTED," the client is informed that their appointment is booked regardless of whether they complete the online payment process or abandon it midway. This happens because the SERVICE is automatically set to "ACCEPTED" by default. However, I would like it to be accepted only if the client completes the payment.
Hi Jarek,
Assuming that the WooCoomerce will be used, you would need to configure another WooCoomerce rule. Otherwise, using other payment methods such as Stripe or PayPal, the booking is accepted or not depending on the appointment status, because the payment is always set to "paid" while using the online payment methods. To configure the WooCoomerce rules, you can go to WooCoomerce / Add Rule and then configure it according to your needs.
Kind Regards,
Stefan Petrov
[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
Alright, in that case, please tell me what I should configure using WooCommerce.
If you can, please go in and check the current rules.
What am I trying to achieve? I want each payment to change the status to ACCEPTED once it has been paid. Until it’s paid, it should have the status PENDING.
Hello Jarek,
When you go to Payments, select WooCoomerce, go to Add Rule and then configure it like this
So, when an Order is created it will have "pending payment" status and the booking will be approved when the payment is changed to "paid".
You can choose which appointment, event, and package status in Amelia will match which order status in WooCommerce. When you change the order status in WooCommerce it will automatically be changed in Amelia. By default, you have three rules for status correlation, “On-hold”, “Processing” and “Completed”, but by clicking on the “Add rule” you can create more correlation between Amelia and WooCommerce statuses. When you click on that button a new section will appear with the following options, that you need to set:
Kind Regards,
Stefan Petrov
[email protected]
Rate my support
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Okay, I've created the rule as you suggested. I still have a question—should the other three default rules in these settings stay there, or should I remove them? Best regards, Jarek.
Hi Jarek,
You can leave the other three rules since they are the default ones. Amelia should recognize this rule first when creating a new appointment.
Kind Regards,
Stefan Petrov
[email protected]
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Sure, thank you very much, we can consider the topic closed.
J.
You are welcome, Jarek.
I'm glad that we found the solution.
Should you have any other questions or issues, feel free to reach out to us on a new ticket and we will kindly provide assistance there, as you already know.
Have a nice day!
Kind Regards,
Stefan Petrov
[email protected]
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The situation has changed a bit; the company has decided to accept payments in various forms, such as cash on-site at the office, instant transfers, regular bank transfers, etc. Should I now set a rule for each of these situations
Hi Jarek,
Well, it depends on the payment situation. If they want a specific payment option, you would need to configure it according to order creation and payment method. Usually, default WooCoomerce rules work perfectly fine.
Kind Regards,
Stefan Petrov
[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
They don't work perfectly :) Okay, I'll try to set up these rules for my payments and see if it works – if it doesn't, I'll be reaching out to you! :)
Hi Jarek,
Works for me :)
You can use the instructions for parameters I've provided previously and then configure the orders according to your needs.
Kind Regards,
Stefan Petrov
[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