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  Public Ticket #3763648
request for account setting and appointment setting
Closed

Comments

  • PO YAO HUANG started the conversation
    November 14, 2024 at 2:27pm

    Hello, 

    we are using the Amelia booking plugin to display both member and instructor pages. However, we found that users can only log in using Amelia’s account credentials. Is there a way to link it with WordPress accounts instead?

    Secondly, during the booking process, is it possible to disable the payment option?

    Additionally, if we want to add a custom field, such as the participant's gender, and have this information saved to the database, is there an API available for integration?

    Thank you!

  •  1,733
    Marko replied
    November 15, 2024 at 7:44am

    Hello there,

    Thank you for reaching out to us.

    1. We have option Automatically create Amelia Customer user  – If this option is enabled, every time a new customer makes an appointment, they will automatically get a WordPress user with the Amelia Customer user role and an email with login details from WP. That WP user would be connected to the customer created in Amelia. If someone is already a WordPress user and they book an appointment for the first time in Amelia while logged in to WP, the customer created in Amelia will be connected to that WP user, and they will get the Amelia Customer role in WP (there are plugins for managing multiple roles in WordPress, such as User role editor). This way, they will have the same login info for the Amelia customer panel and WordPress.
    2. Yes, only if you set that the price of the service is 0. Then the payment step will not appear. Or you can show it but set that they pay on site
    3. No, custom fields are tied to appointments not so customers so they will need to enter this data for each appointment

    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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  • PO YAO HUANG replied
    November 17, 2024 at 3:03pm

    Hello Marko,

    Thank you for your response. We have a few more questions to ask. I would like to set up appointments that can be booked on a recurring basis. I noticed that the custom form example includes this option, but I couldn't find any way to set up recurring dates for classes (e.g., every Thursday at 2 PM for six months). We have also checked the official documentation but couldn't find any relevant information. Could you please let us know if there are any reference materials or instructions on how to configure this? 

    Another question is, if we want to allow instructors to manage more than just viewing their scheduled appointments on the frontend—such as enabling them to set their own course dates and prices on the frontend—is this possible to configure? Or, if we use the API, is it feasible to customize this functionality?

    Thank you!

  •  1,733
    Marko replied
    November 18, 2024 at 7:16am

    Helo again,

    When you have several questions or issues please open a new separate 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. You can enable recurring appointments in services edit service 7429821260.png
      You can read more about it on this link https://wpamelia.com/recurring-appointments/
    2. In settings role settings you can enable options so that employees can manage their appointments, events and they can change their price for each service.

      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