Starting to work with the Amelia plugin is easy. All you need to add is at least one service and at least one employee, and you can start using booking forms. In this section, we’ll quickly run through the fastest and easiest configuration and use case for the Amelia plugin without going into excessive detail – so you can get the look and feel of this reservation plugin for WordPress – and we’ll provide links for the next steps throughout the post and in the end.
Adding an Employee
After verifying that Amelia has been installed and activated, the first thing to do is to create an Employee.
Employees are those who provide services to the customers (e.g. trainers, coaches, doctors, etc.). Each employee can provide an individually configured list of services, can have his/her own working schedule, and have other settings.
There click on the “Add Employee” button either in the top right or in the bottom right of the screen:
In the first tab of the dialog that appears you can define your employee’s primary details. Mandatory details are first and last name and email. Other details (photo, related WordPress user, phone, notes, etc.) are optional.
Before saving the details, you need to go to the second tab and tick the checkbox near the service we’ve created on the first step, to assign the newly created employee to this service.
Adding a Service
Once the page is open, you need to add a category. Click the “Add Category” button:
Give a name to the new category and then click the “Apply” button.
Once the service is saved, it should appear in the list.
Adding the Step-By-Step Booking Wizard to Your WordPress Site’s Front-end
Then you’ll need to add the step-by-step booking form to the page. To do click the Amelia button in the editor:
Choose “Booking” in the dropdown and click “OK”. The shortcode will appear in the text:
To book an appointment, simply follow the wizard steps:
Managing Appointments in WordPress Admin
You should see the appointment you’ve just booked at the front-end. You can either use the controls to change the appointment status (reject or approve) or click “Edit” to adjust the appointment parameters:
As you can see from this quick start guide, Amelia is not at all complicated to use. There is however a host of advanced features in addition to the basic ones described here – such as configuring multiple locations, service extras, individual breaks for employees, group appointments, and others. Feel free to browse through the documentation to see additional tutorials and examples.