Integration with the BuddyBoss platform helps users that use both Amelia and BuddyBoss to connect the profiles of their employees and customers on these two platforms. With this integration, you can add both the Amelia booking form and the Amelia customer or employee panel to the BuddyBoss members’ profiles.
Setting up Amelia Integration in BuddyBoss
For this integration, you will need the Amelia plugin and BuddyBoss platform installed and activated on your WordPress website. After you install and activate both, go to the BuddyBoss Integrations page and choose the Amelia tab there. You will find there the options available for this integration. There are two parts, the first one is Amelia Profile Settings where you can manage if and how Amelia would be added to members’ profiles, and the second one is Amelia Users Settings that manages WP and Amelia users.
After you check the option “Enable Booking Tab on Profiles” and Save this change, you will see a couple of additional options below this option and the booking form and the panels (employee and customer panel) would be added to the members’ profiles (depending on what Amelia role do they have – Amelia Customer or Amelia Employee). So, when members log in to their profile, they will have access to the Amelia booking form and the panel directly under their profile options.
Users that have the Amelia Customer role and are customers in Amelia will have both the customer panel and the booking form access under their profile, and when they go to one of the employee’s profiles, they will see the Amelia booking form for that employee only, so they can book an appointment with that specific employee there. Users that have the Amelia Employee role and are employees in Amelia will have access to the employee panel under their profile.
One of the additional options is to choose the booking form that you want to be added to the profiles, the “Booking Form Type” option, and available forms are step-by-step Booking form and the Catalog form. The other options are to change the labels for the tabs where the booking form appears on the members’ profiles.
Under the Amelia Users Settings you will find options to manage users in WP and Amelia, and using these options customers and employees can be created in Amelia automatically easily from WP users. There is the option “Transform Subscribers to Amelia Customers” to automatically add the Amelia Customer role to each user that has the Subscriber role, so if this is what you need you should check the option “Every user with the role of a subscriber will have the role of Amelia Customer added”.
There are two other options in connection to users here, for creating customers and employees in Amelia if there are users with these roles in the WordPress Users list, so by clicking on the Create Amelia Customers or Create Amelia Employees buttons, WP users that have these roles will be automatically created in Amelia as customers or employees accordingly.