We're Moving to a New Support Platform – Starting June 1st!

We’re excited to let you know that starting June 1st, we’ll be transitioning to a new support system that will be available directly on our product websites – Amelia, wpDataTables, and Report Builder. In fact, the new support platform is already live for Amelia and wpDataTables, and we encourage you to reach out to us there.

You'll always be able to reach us through a widget in the bottom right corner of each website, where you can ask questions, report issues, or simply get assistance.

While we still do not offer live support, a new advanced, AI-powered assistant, trained on our documentation, use cases, and real conversations with our team, is there to help with basic to intermediate questions in no time.

We're doing our best to make this transition smooth and hassle-free. After June 1st, this current support website will redirect you to the new "Contact Us" pages on our product sites.

Thanks for your continued support and trust – we’re excited to bring you an even better support experience!

Okay
  Public Ticket #3820219
Deposit and approval flow
Closed

Comments

  • Jasper Kruiswijk started the conversation
    February 13, 2025 at 7:16pm

    Hello,

    I have a question regarding the deposit and approval flow for bookings made through our Amelia system.

    I want to require a €5 deposit per person for each booking. I've managed to set this up, but I've encountered some issues.

    Currently, the flow is as follows: a person submits a booking request, pays the deposit, and the request is automatically marked as "approved" in the system. I don't have the opportunity to accept or decline the request, and the booker automatically receives a "Booking confirmed" notification.

    Ideally, I'd like the booking flow to be: a person submits a booking request. I receive a notification, and upon accepting it, I can then trigger the system to send the booker a link to finalize their booking by paying the deposit.

    If this isn't possible, I'd at least like the option to accept or decline the booking before the booker receives the "Booking confirmed" notification.

    In the settings, I have the default status for all bookings set to "Appointment pending."

    Could you please help me resolve this issue?

    Attached files:  Scherm­afbeelding 2025-02-13 om 20.12.39.png

  •  1,705
    Uroš replied
    February 18, 2025 at 11:20am
     

    Hello Jasper,

    To resolve this issue, please follow these steps:

    1. Set the "Default appointment status" to Pending (which you've already done).
    2. Enable the "Payment link option" for the specific service.
    3. Also, ensure that the "Update booking status automatically" option is enabled for the service in question.

    This will allow the booking request to remain in "pending" status until you the rest of the amount is paid via payment link.

    Let me know if you need further assistance!

    Kind Regards, 

    Uros Jovanovic
    [email protected]

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