The Customers page in the Amelia Booking plugin’s back-end enables you to easily track customers if you are logged in with an “Administrator” or an “Amelia Manager” user role. Every time you add a new customer at the back-end of the plugin, or when a new customer books an appointment through your website, they will automatically be added to this list (whether they have an Ideakit user account or not).
Managing a single Customer
To create your first customer, go to the “Customers” page, click on the “Add Customer” button or the “+” button on the bottom left side of the page and the “New Customer” modal will appear. When you are creating a customer, you must enter the customer’s first name, last name, and email. Other options such as “Ideakit user”, “Phone”, “Gender”, “Date of Birth” and “Note (Internal)” are optional and easy to set so we will just go through those of greatest importance.
Ideakit User – You can use this option when you want to create a connected Ideakit user account with an “Amelia Customer” role. You have two options: you can click on the “Create New” button and add a new “Amelia Customer” user or you can select it from the existing ones. After you add an Ideakit user role to your customer, he or she will be able to see appointments in the Calendar and on the Appointments page in back-end panel, and cancel appointments with just one click on the “Cancel” button beside of each appointment.
Date of birth – This option is important when you want to use a “Birthday Greeting” notification for your customers. You’ll find more about this and other notifications here.
After you have entered the desired data, click on the “Save” button and your customer will appear in the customer list, although without the date of the last appointment, as you have just created it.
When you need to edit customer details simply click on the “Edit” button located beside every customer on the customers list.
Working with Customers list and search page
The customer list shows all the information about every customer: names, their Ideakit usernames (if there is a connected Ideakit user), phone, note, and perhaps the most important one – the date of their last appointment. To specify the number of records that are to be displayed at a time, select the required number in the “Default items per page” in “General Settings”.
Just as on the other pages, on the “Customers” page you will see:
- The total number of customers you have
- A search input you can use to search through your customers by their name.
- A sort option you can use to sort your customers by ascending or descending name.
You can export a list of your customers in a form of a CSV file. At the top right of the “Customers” page and next to the sort option, tap the “Export” icon button. Clicking on the “Export” icon button will open a dialog allowing you to choose the delimiter used for CSV and to select the columns you’d like to export. When you are ready, tap on the “Export” button in the dialog to download a CSV file.
You can also delete multiple customer profiles at the same time on the page by checking the ones that you want to delete. The dialog box with “Trash” icon will appear in the table footer when you check at least one customer you want to delete. After you click on it you will see a message, and if you are certain that you want to delete the customer records click on “Delete” button to confirm your deleting process.
Amelia Customer ideakit user
Like we explained on the Users and Roles page in our documentation, each customer can have Amelia Customer Ideakit user role. With this role, customer can log in to the back-end of Amelia plugin and see only his appointments on the Appointments page and Calendar page. There customer has two options:
- Cancel the appointment on the Appointments page, or
- Reschedule the appointment on the Calendar page,
Cancel option is enabled for all customers with Amelia customer user role by default, and it cannot be disabled. Beside each future appointment customer will see Cancel option like on the picture below. Once he clicks on Cancel, the appointment will be canceled and both, the customer and the employee will receive notification about it (if this notification is previously set for sending).
Reschedule option is not enabled by default and if you want to allow your customers to reschedule their appointments, first you need to go to the Roles Settings and enable the option “Allow customers to reschedule their own appointments”. After you do this your customers will be able to reschedule their appointment on their Calendar page in two ways:
- By drag and drop the appointment to new date and/or time – once the customer begin with dragging the appointment he will automatically see which time slots are unavailable for the specific service and employee.
- By clicking Edit on the appointment in the Calendar – once the customer clicks edit the Appointment modal will open and the customer will be able to set a new date and/or time for the appointmen