Wie man Amelia Booking mit MemberPress verwendet

Obwohl MemberPress und die Amelia Buchung plugin don't officially integrate, they work well together. Linking Amelia to MemberPress lets you manage who can book events and appointments based on user roles and memberships.

This document explains how to connect MemberPress with Amelia, so only authorized members can make bookings. MemberPress can assign an additional role to subscribers of specific memberships. Furthermore, MemberPress rules ensure that only those with the role can access the booking page.

This document contains the following topics:

• Configuring MemberPress Memberships
• Configuring Amelia Events & Shortcodes
• Restricting Access (MemberPress Rules)
• Adding Amelia Front-end Panels to MemberPress Account Seite

Configuring MemberPress Memberships

MemberPress Mitgliedschaften can assign an additional user role and access to booking pages. Create membership levels for Amelia.

To create a membership in MemberPress, follow the steps below:

1. Navigieren Sie zu Dashboard > MemberPress > Mitgliedschaften.
2. Klicken Sie auf die Neue Mitgliedschaft hinzufügen Taste.
3. Eine neue Mitgliedschaft anlegen (e.g., “Premium Member”).
4. While creating the membership, scroll down to Mitgliedschaftsoptionen > Erweitert und markieren Sie das Feld User Roles for this Membership Option.

5. Wählen Sie die Amelia Customer role for customers or the Amelia Employee role for staff.

Anmerkung: Installing and activating the Amelia plugin automatically creates the Amelia Customer und Amelia Employee user roles.

6. Klicken Sie auf die veröffentlichen. button to save the membership.

Repeat these steps to add more membership levels for different user roles.

Configuring Amelia Events

Amelia offers shortcodes that show booking forms on pages or posts. Set up the plugin and add booking features where needed.

Creating an Amelia Event

1. Navigieren Sie zu Dashboard > Amelia > Events.

2. Klicken Sie auf die + New Event button to create event(s).
3. Enter the event details, such as Name, Datumund Time.

4. These options are enabled by default. You can disable them to select custom dates:
   • Booking opens immediately;
   • Booking closes when event starts. 
5. Add pricing and the maximum number of allowed members for the event.

6. Klicken Sie auf die Speichern Sie Taste.

Adding Event Shortcode to a Page

1. Navigate to an existing page or create a new page.
2. In the page editor, click the Amelia icon button (if using the Klassischer Editor) or add an Amelia – Event List block (if using the Block Editor).

3. The shortcode will be automatically inserted into the page. 
4. For manual insertion, copy and paste the Amelia event list booking shortcode in the page editor:

[ameliaeventslistbooking]

5. Klicken Sie auf veröffentlichen. to make the page live.

The following section explains how you can protect this page using MemberPress-Regeln.

Restricting Access To Booking Pages Using MemberPress Rules

MemberPress-Regeln control which content members can see. Use Rules to protect pages with Amelia booking forms.

Create a Protection Rule

1. Navigieren Sie zu Dashboard > MemberPress > Regeln.
2. Klicken Sie auf die Neu hinzufügen Taste.
3. In der Geschützter Inhalt dropdown, select the Eine einzige Seite Option.

4. Type the page name in the Begin Typing Title field and choose the page from the dropdown menu.

5. In der Zugangsbedingungen Abschnitt:
   • Wählen Sie Mitgliedschaft from the first dropdown and Amelia Customer from the second dropdown;
   • Select the membership that should have access to the booking page.

6. Blättern Sie nach unten zum Unbefugter Zugriff Abschnitt. 
7. In der Unerlaubte Meldung dropdown, select the Benutzerdefiniert Option.

8. Enter your custom message for unauthorized users who access this page.

Anmerkung: Ensure the option Unbefugte Besucher auf eine bestimmte URL umleiten is unchecked in the MemberPress > Settings > Pages > Unbefugter Zugriff Abschnitt.

9. Klicken Sie auf die Regel speichern button on the top right.

Signing up for the Membership and Booking the Event

1. Gehe zu Dashboard > MemberPress > Mitgliedschaften.
2. Open the membership in your browser’s Incognito (private) Window.
3. Enter the required details to sign up as a test user, then select either Offline Payment Method oder Streifen. Sie können verwenden Stripe Test Card Numbers to sign up.
4. Visit the event booking page with the shortcode.

5. Klicken Sie auf die Read more button to review the event.
6. Klicken Sie auf die Book event Taste. 

7. Enter all required information, then click the Weiter Taste.
8. Klicken Sie auf die Book event Taste.

9. Klicken Sie auf die Finish button or the Customer Panel Taste.

Testing the Booking Pages

Testing makes sure that the MemberPress Rules block access to Amelia booking pages.

Create several test accounts with different membership levels.

1. Open your site in a browser’s Incognito (private) Window.
2. Log in with a test account that has the necessary membership.
3. Go to the booking page and check that the Amelia booking form is visible and works.
4. Log out and log in with a test account that doesn't have the membership.
5. Go to the booking page and check whether the unauthorized access message appears instead of the booking form.

If access restrictions aren't working, check the MemberPress-Regeln to ensure the correct membership levels and pages are chosen.

Adding Amelia Front-end Panels to MemberPress Account Page

You can add Amelia customer and employee panels to MemberPress Account Navigation Tabs as custom tabs. This enables members to manage appointments and events directly from their MemberPress account page.

Before adding Amelia panels to the account page, ensure the MemberPress Account Navigation Tabs add-on is installed and enabled.

Anmerkung: Dieses Add-on ist verfügbar für MemberPress Wachstum und Skala Plan-Mitglieder. Wenn Sie den Plan "Launch" abonniert haben, können Sie ein Upgrade auf den Plan "Growth and Scale" durchführen. Um ein Upgrade durchzuführen, klicken Sie auf die Schaltfläche Plan ändern Link auf Ihrer Konto-Seite.

Furthermore, ensure that you have the premium version of the Amelia plugin to access the Amelia Front-end Panel Merkmale.

Understanding Amelia Panel Shortcodes

Amelia provides two front-end panel shortcodes for embedding customer and employee portals.

Amelia Customer Panel Shortcodes

The Customer Panel displays members' appointments and events. Use the following shortcode variations based on content requirements.

This shortcode displays both appointments and events in the Amelia Customer Panel:

[ameliacustomerpanel appointments=1 events=1]

You can show either appointments or events in the customer panel using these options:

• Removing events=1 wird angezeigt appointments only:

[ameliacustomerpanel appointments=1]

• Removing appointments=1 wird angezeigt events only:

[ameliacustomerpanel events=1]

Anmerkung: The panel should appear to users with the Amelia Customer role who have a confirmed booking for an event or appointment.

Amelia Employee Panel Shortcodes

The Employee Panel displays staff members' appointments and events. Use the following shortcode variations based on content requirements:

This shortcode displays both appointments and events in the Amelia Employee Panel:

[ameliaemployeepanel appointments=1 events=1]

You can show either appointments or events in the employee panel using these options:

• Removing events=1 wird angezeigt appointments only:

[ameliaemployeepanel appointments=1]

• Removing appointments=1 wird angezeigt events only:

[ameliaemployeepanel events=1]

Anmerkung: The panel will be shown to users with the Amelia Employee role who have a confirmed booking for an event or appointment.

Adding Amelia Panels as Account Page Tabs

Follow these steps to add Amelia panels to the MemberPress account page:

1. Navigieren Sie zu Dashboard > MemberPress > Account.
2. Enable Account Nav Tabs and add a new Nav Tab.

3. Einfügen der Amelia Front-end Customer Panel shortcode for events.

[ameliacustomerpanel events=1]

Anmerkung: The events=1 in the shortcode is the event ID. Ensure to replace the “1″ with your event ID. You can find the event’s numeric ID in Dashboard > Amelia > Events > Name column. The ID is shown as “(ID:1)". 

4. Klicken Sie auf die Optionen aktualisieren Taste.
5. Create another tab for the Employee Panel, following steps 1-4 above.

The new tabs will appear on the MemberPress Konto Seite. 

Enabling the Employee and Customer Panels

Follow these steps to enable Amelia's Employee panel and Customer panel.

Enable the Employee Panel

1. Gehen Sie zum MemberPress Konto Seite.
2. Klicken Sie auf die Employee Panel tab created in the previous section from the left sidebar.
3. Kopieren Sie die URL from the browser's URL bar.
4. Navigieren Sie zum Dashboard > Amelia > Settings.

5. Im Rahmen der Roles Settings Abschnitt, klicken Sie auf die View Roles Settings Taste.
6. Von der Employee tab, toggle the Enable Employee Panel Option ON. Die Employee Panel Page URL field will appear.

7. In der Employee Panel Page URL field, paste the URL for the Employee Panel tab.

8. Klicken Sie auf die Speichern Sie Taste.

Enable the Customer Panel

1. Gehen Sie zum MemberPress Konto Seite.
2. Klicken Sie auf die Customer Panel tab created in the previous section from the left sidebar.
3. Kopieren Sie die URL from the browser's URL bar.
4. Navigieren Sie zum Dashboard > Amelia > Settings.

6. Im Rahmen der Roles Settings Abschnitt, klicken Sie auf die View Roles Settings Taste.
7. Von der Kunden tab, toggle the Enable Customer Panel Option ON. Die Customer Panel Page URL field will appear.

8. In der Customer Panel Page URL field, paste the URL for the Customer Panel tab.

9. Klicken Sie auf die Speichern Sie Taste.

Testing the Amelia Front-end Panel

After adding Amelia panels to the account page, verify the integration by following these steps:

1. Open your site in a browser’s Incognito (private) Window.
2. Log in with a test account that has the necessary membership and event/appointment booking.
3. Navigieren Sie zum Konto Seite on the front end.
4. Klicken Sie auf die Customer Panel tab from the left sidebar.

5. Verify that appointments and events display correctly based on the shortcode configuration.

Restricting the Tab Visibility

You can manage which members see custom tabs with MemberPress rules. For example, you can hide the Employee Panel tab from the users with the Amelia Customer role. To configure visibility settings, create a new MemberPress Rule to protect the tabs.