When your client makes a reservation and completes the booking process by paying for the service, they should have the option to access the Customer Panel afterward to manage their reservation details. However, to access the Customer Panel, they need to have a login and password set up.
Typically, after completing the booking process, there should be an option for the customer to create a password for the Customer Panel. This option is usually presented to them once the booking is finalized. If your client didn't set up a password after completing the booking process, that might be why they're encountering difficulties when trying to access the panel.
The solution in this scenario is relatively simple. Your client can still access the Customer Panel by utilizing the "forgot password" feature. This feature should be available on the login page of the Customer Panel. By clicking on "forgot password," your client will be prompted to enter their email address. After doing so, they should receive an email with instructions on how to reset their password.
Once they've reset their password, they should be able to log in to the Customer Panel using their email address and the newly created password. From there, they'll have access to manage their reservation details as needed.
So, to sum up, your client has two options:
If they haven't created a password after completing the booking process, they can click on the "forgot password" button on the Customer Panel login page to create a new password.
If they have created a password after completing the booking process, they can simply use that password to log in to the Customer Panel.
Ensuring that your client is aware of these options should help them navigate the Customer Panel more easily and manage their reservations effectively. If you need further assistance with configuring the settings, feel free to provide more details, and I'd be happy to help!
I understand that users are created at the time of the booking.
However, my question was directed towards the scenario in which we need to manually add a client through admin's dashboard. For example, we have this old lady that paid a package on-site, we will manually add this old lady's user and assign it to her respective package through Amelia.
But, when we create this user manually, how will she receive her user log in info or how will she set her own password?
In the case of manually adding a user through the admin dashboard, the user will need to click on the "Forgot a password" button to set their own password. This will send them an email with instructions to create a new password.
We plan to have this process changed in the future for a more streamlined experience.
When I manually add a customer to Amelia, there’s no option to set a password for the user during the process. This raises a few questions:
Any recommendations on the best way to handle this workflow would be appreciated. Thank you!
Hello,
Thank you for reaching out to us.
When your client makes a reservation and completes the booking process by paying for the service, they should have the option to access the Customer Panel afterward to manage their reservation details. However, to access the Customer Panel, they need to have a login and password set up.
Typically, after completing the booking process, there should be an option for the customer to create a password for the Customer Panel. This option is usually presented to them once the booking is finalized. If your client didn't set up a password after completing the booking process, that might be why they're encountering difficulties when trying to access the panel.
The solution in this scenario is relatively simple. Your client can still access the Customer Panel by utilizing the "forgot password" feature. This feature should be available on the login page of the Customer Panel. By clicking on "forgot password," your client will be prompted to enter their email address. After doing so, they should receive an email with instructions on how to reset their password.
Once they've reset their password, they should be able to log in to the Customer Panel using their email address and the newly created password. From there, they'll have access to manage their reservation details as needed.
So, to sum up, your client has two options:
Ensuring that your client is aware of these options should help them navigate the Customer Panel more easily and manage their reservations effectively. If you need further assistance with configuring the settings, feel free to provide more details, and I'd be happy to help!
Kind Regards,
Uros Jovanovic
[email protected]
Rate my support
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Hello Uros, thanks for your reply.
My bad, I didn't explain myself well.
I understand that users are created at the time of the booking.
However, my question was directed towards the scenario in which we need to manually add a client through admin's dashboard. For example, we have this old lady that paid a package on-site, we will manually add this old lady's user and assign it to her respective package through Amelia.
But, when we create this user manually, how will she receive her user log in info or how will she set her own password?
Attached files: Capture.JPG
Hello Remi,
Kind Regards,
Uros Jovanovic
[email protected]
Rate my support
Try our FREE mapping plugin! MapSVG - easy Google maps, interactive SVG maps, and 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
MY SOLUTION: I created custom code a temp password is created for newly created accounts, so once they log in, they can change it.
Hello Remi,
Thank you for sharing this solution with us.
Please let me know if you have any further questions in regards to the Amelia plugin.
Kind Regards,
Uros Jovanovic
[email protected]
Rate my support
Try our FREE mapping plugin! MapSVG - easy Google maps, interactive SVG maps, and 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