Comment utiliser la réservation Amelia avec MemberPress

Bien que MemberPress et le Réservation d'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 Page

Configuring MemberPress Memberships

MemberPress adhésions 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. Naviguez jusqu'à Tableau de bord > MemberPress > Adhésions.
2. Cliquez sur le bouton Ajouter une nouvelle adhésion bouton.
3. Créer une nouvelle adhésion (e.g., “Premium Member”).
4. While creating the membership, scroll down to Options d'adhésion > Avancées et vérifiez l'onglet User Roles for this Membership option.

5. Sélectionnez l'option Amelia Customer role for customers or the Amelia Employee role for staff.

Remarque : Installing and activating the Amelia plugin automatically creates the Amelia Customer et Amelia Employee user roles.

6. Cliquez sur le bouton Publier 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. Naviguez jusqu'à Dashboard > Amelia > Events.

2. Cliquez sur le bouton + New Event button to create event(s).
3. Enter the event details, such as Nom, Dateet 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. Cliquez sur le bouton Économiser bouton.

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 Éditeur classique) 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. Cliquez sur Publier to make the page live.

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

Restricting Access To Booking Pages Using MemberPress Rules

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

Create a Protection Rule

1. Naviguez jusqu'à Tableau de bord > MemberPress > Règles.
2. Cliquez sur le bouton Ajouter un nouveau bouton.
3. Dans le cadre de la Contenu protégé dropdown, select the Une seule page option.

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

5. Dans le cadre de la Conditions d'accès section :
   • Choisir L'adhésion from the first dropdown and Amelia Customer from the second dropdown;
   • Select the membership that should have access to the booking page.

6. Faites défiler vers le bas jusqu'à la rubrique Accès non autorisé section. 
7. Dans le cadre de la Message non autorisé dropdown, select the Sur mesure option.

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

Remarque : Ensure the option Rediriger les visiteurs non autorisés vers une URL spécifique is unchecked in the MemberPress > Settings > Pages > Accès non autorisé section.

9. Cliquez sur le bouton Sauvegarder la règle button on the top right.

Signing up for the Membership and Booking the Event

1. Aller à Tableau de bord > MemberPress > Adhésions.
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 ou Rayure. Vous pouvez utiliser Stripe Test Card Numbers to sign up.
4. Visit the event booking page with the shortcode.

5. Cliquez sur le bouton Read more button to review the event.
6. Cliquez sur le bouton Book event bouton. 

7. Enter all required information, then click the Continuer bouton.
8. Cliquez sur le bouton Book event bouton.

9. Cliquez sur le bouton Finish button or the Customer Panel bouton.

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 Règles 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.

Remarque : Cet add-on est disponible pour MemberPress Croissance et Échelle Les membres du plan de lancement peuvent passer au plan de croissance et d'expansion. Si vous êtes abonné au plan de lancement, vous pouvez passer au plan de croissance et d'expansion. Pour passer à un plan supérieur, cliquez sur l'icône Plan de changement sur votre page du compte.

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

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 s'affichera appointments only:

[ameliacustomerpanel appointments=1]

• Removing appointments=1 s'affichera events only:

[ameliacustomerpanel events=1]

Remarque : 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 s'affichera appointments only:

[ameliaemployeepanel appointments=1]

• Removing appointments=1 s'affichera events only:

[ameliaemployeepanel events=1]

Remarque : 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. Naviguez jusqu'à Dashboard > MemberPress > Account.
2. Enable Account Nav Tabs and add a new Nav Tab.

3. Coller le Amelia Front-end Customer Panel shortcode for events.

[ameliacustomerpanel events=1]

Remarque : 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. Cliquez sur le bouton Options de mise à jour bouton.
5. Create another tab for the Employee Panel, following steps 1-4 above.

The new tabs will appear on the MemberPress Page du compte. 

Enabling the Employee and Customer Panels

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

Enable the Employee Panel

1. Aller à la page MemberPress Page du compte.
2. Cliquez sur le bouton Employee Panel tab created in the previous section from the left sidebar.
3. Copier le URL from the browser's URL bar.
4. Naviguez jusqu'à la page Dashboard > Amelia > Settings.

5. Dans le cadre de la Roles Settings Cliquez sur la section View Roles Settings bouton.
6. A partir de la Employee tab, toggle the Enable Employee Panel option ON. Les Employee Panel Page URL field will appear.

7. Dans le cadre de la Employee Panel Page URL field, paste the URL for the Employee Panel tabulation.

8. Cliquez sur le bouton Économiser bouton.

Enable the Customer Panel

1. Aller à la page MemberPress Page du compte.
2. Cliquez sur le bouton Customer Panel tab created in the previous section from the left sidebar.
3. Copier le URL from the browser's URL bar.
4. Naviguez jusqu'à la page Dashboard > Amelia > Settings.

6. Dans le cadre de la Roles Settings Cliquez sur la section View Roles Settings bouton.
7. A partir de la Clients tab, toggle the Enable Customer Panel option ON. Les Customer Panel Page URL field will appear.

8. Dans le cadre de la Customer Panel Page URL field, paste the URL for the Customer Panel tabulation.

9. Cliquez sur le bouton Économiser bouton.

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. Naviguez jusqu'à la page Page du compte on the front end.
4. Cliquez sur le bouton 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.