{"id":4134,"date":"2020-01-29T15:00:20","date_gmt":"2020-01-29T14:00:20","guid":{"rendered":"https:\/\/qodeinteractive.com\/magazine\/?p=4134"},"modified":"2020-08-24T23:18:15","modified_gmt":"2020-08-24T21:18:15","slug":"guide-to-amelia-wordpress-booking-plugin","status":"publish","type":"post","link":"https:\/\/qodeinteractive.com\/magazine\/guide-to-amelia-wordpress-booking-plugin\/","title":{"rendered":"How to Set Up and Use the Amelia Booking Plugin for WordPress"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text]The hassle of having to call or show up in person to make appointments is something we\u2019ve left in the 20th century. Now, your doctor\u2019s appointment, a day at the spa, or the yearly tune-up of your car are just a couple of clicks away. The fewer the clicks, the better, as many in the services industry will attest.[\/vc_column_text][vc_empty_space height=”28px”][vc_column_text]If you\u2019ve set up a website for your service-based business, you\u2019re already halfway towards giving your customers the booking experience they\u2019ve grown accustomed to. Now, you just need a great WordPress Booking Plugin<\/a> to take you the rest of the way. And that\u2019s exactly what Amelia can do for you<\/strong>.[\/vc_column_text][vc_empty_space height=”28px”][vc_column_text]This plugin is designed to make booking or requesting appointments easier for your customers and clients. But it can do a whole lot more \u2014 like help you manage the attendance of your events, communicate important information to your customers and clients, and run a transparent, customer-oriented business<\/strong>. As you can see from Amelia\u2019s demos<\/a>, the plugin looks great, and not just because they\u2019re using the Bridge WordPress theme<\/a> for the demos \u2014 it offers the things business really need.[\/vc_column_text][vc_empty_space height=”28px”][vc_column_text]But that might come at a price, though. You can get a free version of the Amelia plugin<\/a> that\u2019s perfect for small businesses that don\u2019t have employees and don\u2019t need lots of advanced features. For the rest, however, Amelia is a paid plugin<\/strong>. It\u2019s subscriptions plans start at $59 and vary depending on the subscription you opt for and whether you\u2019d like to get an annual plan or a lifetime subscription. So let\u2019s see exactly what it is that you get for your money.[\/vc_column_text][vc_empty_space height=”28px”][vc_column_text]Here\u2019s what we\u2019ll cover in this guide:[\/vc_column_text][vc_empty_space height=”22px”][vc_column_text]<\/p>\n

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  1. Getting Started<\/a><\/li>\n<\/ol>\n

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    1. Users and Roles<\/a><\/li>\n<\/ol>\n

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      1. Amelia Settings<\/a><\/li>\n<\/ol>\n

        [\/vc_column_text][vc_empty_space height=”3px”][vc_column_text]<\/p>\n

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        1. Location<\/a><\/li>\n<\/ol>\n

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          1. Dashboard<\/a><\/li>\n<\/ol>\n

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            1. Services<\/a><\/li>\n<\/ol>\n

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              1. Events<\/a><\/li>\n<\/ol>\n

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                1. Customers<\/a><\/li>\n<\/ol>\n

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                  1. Calendar<\/a><\/li>\n<\/ol>\n

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                    1. Appointments<\/a><\/li>\n<\/ol>\n

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                      1. Finance<\/a><\/li>\n<\/ol>\n

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                        1. How to Add Amelia Features to Your Website<\/a><\/li>\n<\/ol>\n

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                          1. Customization Options<\/a><\/li>\n<\/ol>\n

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                            <\/a>Getting Started<\/h2>\n

                            [\/vc_column_text][vc_column_text]Once you download and install the plugin, the plugin options will appear in the left-side menu:[\/vc_column_text][vc_empty_space height=”50px”]

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                            \n \"Amelia <\/div>\n<\/div>[vc_empty_space height=”38px”][vc_column_text]Now you can start exploring and customizing the Amelia plugin to fit the needs of your organization. You want to start off is by adding employees and services first, and then connecting employees to the respective services \u2014 that\u2019s the way to get the plugin to function properly. So let\u2019s dive into users and roles first.[\/vc_column_text][vc_empty_space height=”68px”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

                            <\/a>Users and Roles<\/h2>\n

                            [\/vc_column_text][vc_column_text]You probably already know that WordPress has different user roles<\/a> you can assign to people, giving them a variety of publishing and administrator privileges. Amelia has this, too. They\u2019re not exactly the same as with WordPress, but they follow a similar pattern. Let\u2019s take a closer look.[\/vc_column_text][vc_empty_space height=”72px”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

                            1. Administrator<\/h3>\n

                            [\/vc_column_text][vc_column_text]This is the highest user role there is in Amelia. It\u2019s reserved for the web administrators who are in charge of the website, and by extension the Amelia plugin. An admin can change pretty much anything in the plugin, any options \u2014 even the ones set by other users<\/strong>. The admin\u2019s power is so complete that they can change the roles of other users<\/strong>, and can customize the look of the plugin\u2019s front-end<\/strong>.[\/vc_column_text][vc_empty_space height=”72px”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

                            2. Amelia Manager<\/h3>\n

                            [\/vc_column_text][vc_column_text]You won\u2019t find this role in your basic WordPress installation \u2014 it only appears after you install the Amelia plugin<\/strong>. It has similar authorizations as the administrator, with two notable exceptions. The manager can\u2019t customize the look of the front-end of the plugin<\/strong>, and they also can\u2019t delete anything<\/strong>. So if an event gets canceled, for example, the manager can only hide it from appearing \u2014 they cannot delete it.[\/vc_column_text][vc_empty_space height=”28px”][vc_column_text]How to Create an Amelia Manager User<\/strong>[\/vc_column_text][vc_column_text]To add the Amelia Manager user role, you should do what you\u2019d ordinarily do when creating a regular WordPress user \u2014 go to User > Add New<\/strong> and provide the necessary details. The only difference is that you\u2019ll notice new options in the \u201cRole\u201d dropdown after installing the plugin<\/strong>, and you\u2019ll be able to find and choose Amelia Manager among them.[\/vc_column_text][vc_empty_space height=”50px”]

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                            \n \"Amelia <\/div>\n<\/div>[vc_empty_space height=”82px”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

                            3. Amelia Employee<\/h3>\n

                            [\/vc_column_text][vc_column_text]This one, as its name says, is for employees. The admin or the manager needs to create a user account for each employee, as they can\u2019t do it for themselves. What they can do, after they\u2019ve been awarded an account, is access the list of appointments either through the calendar or through the appointments page<\/strong>, and export it for convenience<\/strong>. Those, at least, are the default authorizations employees get.[\/vc_column_text][vc_empty_space height=”38px”][vc_column_text]Additional Authorizations<\/strong>[\/vc_column_text][vc_column_text]Generally, employees cannot change anything in Amelia \u2014 all they can do is view when they have appointments. But managers and administrators in Amelia can grant additional powers to employees<\/strong>. The full list of these powers include:[\/vc_column_text][vc_empty_space height=”23px”]