How To Use Amelia Booking With MemberPress

Embora MemberPress e o Reserva de 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 associações 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. Navegue até Painel de controle > MemberPress > Associações.
2. Clique no botão Adicionar novo membro botão.
3. Criar uma nova associação (e.g., “Premium Member”).
4. While creating the membership, scroll down to Opções de associação > Avançado e verifique a guia User Roles for this Membership opção.

5. Selecione o Amelia Customer role for customers or the Amelia Employee role for staff.

Observação: Installing and activating the Amelia plugin automatically creates the Amelia Customer e Amelia Employee user roles.

6. Clique no botão Publicar 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. Navegue até Dashboard > Amelia > Events.

2. Clique no botão + New Event button to create event(s).
3. Enter the event details, such as Nome, Datae 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. Clique no botão Salvar botão.

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 clássico) 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. Clique em Publicar to make the page live.

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

Restricting Access To Booking Pages Using MemberPress Rules

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

Create a Protection Rule

1. Navegue até Painel de controle > MemberPress > Regras.
2. Clique no botão Adicionar novo botão.
3. No Conteúdo protegido dropdown, select the Uma única página opção.

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

5. No Condições de acesso seção:
   • Escolha Associação from the first dropdown and Amelia Customer from the second dropdown;
   • Select the membership that should have access to the booking page.

6. Role para baixo até a seção Acesso não autorizado seção. 
7. No Mensagem não autorizada dropdown, select the Personalizado opção.

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

Observação: Ensure the option Redirecionar visitantes não autorizados para um URL específico is unchecked in the MemberPress > Settings > Pages > Acesso não autorizado seção.

9. Clique no botão Salvar regra button on the top right.

Signing up for the Membership and Booking the Event

1. Ir para Painel de controle > MemberPress > Associações.
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 Listrado. Você pode usar Stripe Test Card Numbers to sign up.
4. Visit the event booking page with the shortcode.

5. Clique no botão Read more button to review the event.
6. Clique no botão Book event botão. 

7. Enter all required information, then click the Continuar botão.
8. Clique no botão Book event botão.

9. Clique no botão Finish button or the Customer Panel botão.

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 Regras do 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.

Observação: Esse complemento está disponível para o MemberPress Crescimento e Escala membros do plano. Se você estiver inscrito no plano Launch, poderá fazer upgrade para o plano Growth and Scale. Para fazer upgrade, clique no ícone Plano de mudança em seu página da conta.

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 será exibido appointments only:

[ameliacustomerpanel appointments=1]

• Removing appointments=1 será exibido events only:

[ameliacustomerpanel events=1]

Observação: 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 será exibido appointments only:

[ameliaemployeepanel appointments=1]

• Removing appointments=1 será exibido events only:

[ameliaemployeepanel events=1]

Observação: 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. Navegue até Dashboard > MemberPress > Account.
2. Enable Account Nav Tabs and add a new Nav Tab.

3. Colar o Amelia Front-end Customer Panel shortcode for events.

[ameliacustomerpanel events=1]

Observação: 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. Clique no botão Opções de atualização botão.
5. Create another tab for the Employee Panel, following steps 1-4 above.

The new tabs will appear on the MemberPress Página da conta. 

Enabling the Employee and Customer Panels

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

Enable the Employee Panel

1. Vá para o MemberPress Página da conta.
2. Clique no botão Employee Panel tab created in the previous section from the left sidebar.
3. Copiar o URL from the browser's URL bar.
4. Navegue até a seção Dashboard > Amelia > Settings.

5. Sob o Roles Settings clique na seção View Roles Settings botão.
6. Do Employee tab, toggle the Enable Employee Panel opção ON. O Employee Panel Page URL field will appear.

7. No Employee Panel Page URL field, paste the URL for the Employee Panel guia.

8. Clique no botão Salvar botão.

Enable the Customer Panel

1. Vá para o MemberPress Página da conta.
2. Clique no botão Customer Panel tab created in the previous section from the left sidebar.
3. Copiar o URL from the browser's URL bar.
4. Navegue até a seção Dashboard > Amelia > Settings.

6. Sob o Roles Settings clique na seção View Roles Settings botão.
7. Do Clientes tab, toggle the Enable Customer Panel opção ON. O Customer Panel Page URL field will appear.

8. No Customer Panel Page URL field, paste the URL for the Customer Panel guia.

9. Clique no botão Salvar botão.

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 até a seção Página da conta on the front end.
4. Clique no botão 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.