A video explanation of how to set up the customer panel of the paid version of the WordPress reservation system plugin Amelia and how to set customer permissions!

WordPress booking system pluginAmelia(Link to the Amelia official website) This video explains how to set up the customer panel and customer permissions for the paid version.

A video explanation of how to set up the customer panel of the paid version of the WordPress reservation system plugin Amelia and how to set customer permissions!

How to set up the customer panel and customer permissions (illustrated)

Now, with the WordPress reservation system plugin Amelia, you can create a member-only page and use the reservation list to change dates, cancel, check events you will be attending, and change your profile. We will illustrate how to set up customer permissions to create a member-only page.

The setting is in [User Permissions Settings]

[Amelia] > [Settings] > [User permission settings]

Check customer email address

If you turn on Check customer's name for existing email when booking, an error will be displayed if you enter a different name than the email address used when making a previous reservation when entering an email address when making a reservation. This is an effective function when you want to strictly manage one customer per email address.

If you want to make a reservation for two people with one email address, such as making a reservation for two children, turn this function off. You can confirm the reservation by each name in the appointment on the dashboard, but the information for only one person per email address will be displayed in the customer section of the dashboard. The name of the person who made the reservation first will remain as the member information.

How to set up the member panel

Now, let's explain how to actually display and function the member panel.

[Required] Add as a wordpress user

You need to turn on [Automatically create Amelia customer users] and register customers as WordPress users.

This is a required field if you want to use the member panel.

Allow customers to reschedule

When giving the customer the authority to change the schedule
Turn on [Allow customers to reschedule their own appointments].

Enable Customer Panel

To use a customer panel for each customer
Turn ON [Enable Customer Panel].

Set Password

Turn on [Require password for login] and set it up so that you must enter your password to log in to the member panel.

Allowing you to delete your profile yourself

Since you will be added as a WordPress user, a profile page for each user, which is a standard feature of WordPress, will be automatically generated. You can set whether or not you want to be able to delete this profile yourself.

Enter the URL of the customer panel

You will need to link the customer panel to which page it will be output.

We will show you how to create a customer panel page in the next section.

Customer Panel Page Creation

Click [Static Page] > [Create New].

Give it a title of your choice, such as "Member Page."

(Block Editor) Select Amelia-Customer Panel

The shortcode will be automatically inserted, and you can set the items to be displayed in the customer panel in the fields on the right.

• Viewing a list of appointments
• View the list of events

(In Classic Editor) Click the icon

Select 【Customer Panel】

Select the items to display on the customer panel

Get the URL of the Customer Panel page

As an example, copy the URL where the newly created customer panel is set.

Paste into permission settings

As mentioned earlier, go to [Amelia] > [Settings] > [User Permissions Settings]

Paste it into [Customer Panel Page URL].

Finally, click [Save] to complete the settings.

Inform your customers of the customer panel URL

Even if you create a customer panel page, your customers will not be able to log in unless you provide them with the login URL.

[Notifications] Email settings

In [Amelia] > [Notifications], find the variable for the customer panel in the email body under Show Email Placeholders.

%customer_panel_url%

This is the variable to paste the customer panel login URL into the body of the email.

When you paste it into the body of an email, it will be converted to the words Customer Panel Access Link and a link will be added.

Customer side flow

We will now explain how you can access your member panel.

New reservation

First, customers enter their name and email address to make a reservation for a service or event. When they press the [Confirm] button,

Login URL included in confirmation email

Click on the Customer Panel link in the confirmation email.

If you have set a password

Customer Panel

Customers will be able to reschedule, cancel, view reservation status and view a list of reservations in their customer panel.

You can also switch tabs to change the Events you have registered to attend and your profile.