Cómo utilizar Amelia Booking con MemberPress

Aunque MemberPress y el Reservas en Amelia 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 Página

Configuring MemberPress Memberships

MemberPress afiliaciones 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. Vaya a Panel de control > MemberPress > Afiliaciones.
2. Haga clic en el botón Añadir nuevos miembros botón.
3. Crear una nueva afiliación (e.g., “Premium Member”).
4. While creating the membership, scroll down to Opciones de afiliación > Avanzadas y marque la casilla User Roles for this Membership opción.

5. Seleccione Amelia Customer role for customers or the Amelia Employee role for staff.

Nota: Installing and activating the Amelia plugin automatically creates the Amelia Customer y Amelia Employee user roles.

6. Haga clic en el botón Publique 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. Vaya a Dashboard > Amelia > Events.

2. Haga clic en el botón + New Event button to create event(s).
3. Enter the event details, such as Nombre, Fechay 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. Haga clic en el botón Guardar botón.

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 Editor clásico) 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. Haga clic en Publique to make the page live.

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

Restricting Access To Booking Pages Using MemberPress Rules

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

Create a Protection Rule

1. Vaya a Panel de control > MemberPress > Normas.
2. Haga clic en el botón Añadir nuevo botón.
3. En el Contenido protegido dropdown, select the Una sola página opción.

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

5. En el Condiciones de acceso sección:
   • Elija Afiliación from the first dropdown and Amelia Customer from the second dropdown;
   • Select the membership that should have access to the booking page.

6. Desplácese hasta el Acceso no autorizado sección. 
7. En el Mensaje no autorizado dropdown, select the A medida opción.

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

Nota: Ensure the option Redirigir a los visitantes no autorizados a una URL específica is unchecked in the MemberPress > Settings > Pages > Acceso no autorizado sección.

9. Haga clic en el botón Salvar la regla button on the top right.

Signing up for the Membership and Booking the Event

1. Ir a Panel de control > MemberPress > Afiliaciones.
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 o Stripe. Puede utilizar Stripe Test Card Numbers to sign up.
4. Visit the event booking page with the shortcode.

5. Haga clic en el botón Read more button to review the event.
6. Haga clic en el botón Book event botón. 

7. Enter all required information, then click the Continúe en botón.
8. Haga clic en el botón Book event botón.

9. Haga clic en el botón Finish button or the Customer Panel botón.

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 Normas MemberPress 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.

Nota: Este complemento está disponible para MemberPress Crecimiento y Escala miembros del plan. Si está suscrito al plan Lanzamiento, puede pasar al plan Crecimiento y Escala. Para ello, haga clic en el botón Plan de cambio enlace en su página de la cuenta.

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

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 mostrará appointments only:

[ameliacustomerpanel appointments=1]

• Removing appointments=1 mostrará events only:

[ameliacustomerpanel events=1]

Nota: 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 mostrará appointments only:

[ameliaemployeepanel appointments=1]

• Removing appointments=1 mostrará events only:

[ameliaemployeepanel events=1]

Nota: 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. Vaya a Dashboard > MemberPress > Account.
2. Enable Account Nav Tabs and add a new Nav Tab.

3. Pegue el Amelia Front-end Customer Panel shortcode for events.

[ameliacustomerpanel events=1]

Nota: 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. Haga clic en el botón Opciones de actualización botón.
5. Create another tab for the Employee Panel, following steps 1-4 above.

The new tabs will appear on the Página de la cuenta MemberPress. 

Enabling the Employee and Customer Panels

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

Enable the Employee Panel

1. Ir a la Página de la cuenta MemberPress.
2. Haga clic en el botón Employee Panel tab created in the previous section from the left sidebar.
3. Copie el URL from the browser's URL bar.
4. Navegue hasta el Dashboard > Amelia > Settings.

5. En virtud de la Roles Settings haga clic en el botón View Roles Settings botón.
6. Desde el Employee tab, toggle the Enable Employee Panel opción EN. En Employee Panel Page URL field will appear.

7. En el Employee Panel Page URL field, paste the URL for the Employee Panel ficha.

8. Haga clic en el botón Guardar botón.

Enable the Customer Panel

1. Ir a la Página de la cuenta MemberPress.
2. Haga clic en el botón Customer Panel tab created in the previous section from the left sidebar.
3. Copie el URL from the browser's URL bar.
4. Navegue hasta el Dashboard > Amelia > Settings.

6. En virtud de la Roles Settings haga clic en el botón View Roles Settings botón.
7. Desde el Clientes tab, toggle the Enable Customer Panel opción EN. En Customer Panel Page URL field will appear.

8. En el Customer Panel Page URL field, paste the URL for the Customer Panel ficha.

9. Haga clic en el botón Guardar botón.

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. Navegue hasta el Página de la cuenta on the front end.
4. Haga clic en el botón 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.