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Create Services

1. Click on “Amelia” in the left side menu.     2. Click on “Services”.     3. To add a new category of services, click on “Add Category” button.     4. Type the category name and click on “✔” icon to save.     5. To add a service to a category, click […]

Zapier

1. Login to your “ZAPIER” account and click on “Create Zap”.     2. Enter the name of the Zap.     3. In the search bar type webhooks and choose “Webhooks by Zapier” .     4. Select “Catch Hook” in the select event drop down.     5. Click on “Continue”.     […]

Integrating Zoom with Amelia

1. Click on “Amelia” in the left side menu.     2. Click on “Settings”.     3. The settings page of Amelia Plug in will open. Click on “View Integrations Settings”.     4. Open the “Zoom” tab in the integration window.     5. Use the “API Key” of the App created in […]

Get API Keys for Zoom

1. Open https://marketplace.zoom.us in your web browser. Click on “Sign In”.     2. Enter your Zoom E-mail address and password. Click on “Sign In” button.     3. After signing in click on “Develop” —> “Build App”.     4. Choose the app type “JWT”. Click on “Create”.     5. Type the App […]

Stripe Integration

1. Click on “Amelia” in the left side menu.     2. Click on “Settings”.     3. The settings page of Amelia Plug in will open. Click on “View Payment Settings”.     4. In the payment setting window, click on “Stripe”.     5. Set the “Stripe Service” toggle “ON”.     6. […]

Setting Up Appointment Reminders

1. Click on “Amelia” in the left side menu.     2. Click on “Notifications”.     3. The Notification page of Amelia Plug in will open. Notification settings can be customized separately for “Employees” and “Customers”.     4. Enable the applicable fields as shown below.    

Connect Microsoft Outlook

1. Login to “https://portal.azure.com”.     2. Click on “More Services”.     3. Click on “Azure Active Directory”.     4. In the Azure Active Directory window, Click on “App Registrations”.     5. Click on “Register an application” button.     6. Enter the “Name” of the application and select the supported account […]

Connect Google Calendar

1. Login to  “https://console.cloud.google.com/”.     2. Click on “My Project” drop down.     3. Click on “New Project”.     4. Enter the name of the project and choose location as “No Organization”. Click on “Create”.     5. Click on “My Project” and select the newly created project.     6. Click […]

Set Availability at Company Level

1. Click on “Amelia” in the left side menu.     2. Click on “Settings”.     3. The settings page of Amelia Plug in will open. Click on “View Working Hours & Days Off Settings”.     4. The window to set the work hours of each day and day off pops up.   […]

Set Availability at Employee Level

Click on “Amelia” in the left side menu.     Click on “Employees”.     The employee page of Amelia Plug in will open. Click on “Employee Name” for whom the availability has to be set.     The window to set the Details, Assigned Services, Work Hours of each day, Days Off and Special […]

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