We tried to upgrade a customer (who has scheduled appointments) to an employee, since they are also trained to provide the service we offer.
We were able to convert them into an Employee easily enough, schedule them for some appointments, and access their employee panel…
but now they can no longer access the customer panel and cant see their own appointments!
I'm sure we did something wrong. How can we convert a customer into an employee and have them retain their own schedules, while also having access to the employee panel and working hours?
Unfortunately it is not possible to have one user account perform two different roles - employee and customer at the same time. You will need to create a separate user account using a different email address so your customer can enter the employee panel with one user account and the customer panel with the other user account.
We read https://tmsplugins.ticksy.com//ticket/2729619/, and I understand that a manager can't be downgraded to an employee.
We tried to upgrade a customer (who has scheduled appointments) to an employee, since they are also trained to provide the service we offer.
We were able to convert them into an Employee easily enough, schedule them for some appointments, and access their employee panel…
but now they can no longer access the customer panel and cant see their own appointments!
I'm sure we did something wrong. How can we convert a customer into an employee and have them retain their own schedules, while also having access to the employee panel and working hours?
Hi Willard
Thank you for reaching out to us.
Unfortunately it is not possible to have one user account perform two different roles - employee and customer at the same time. You will need to create a separate user account using a different email address so your customer can enter the employee panel with one user account and the customer panel with the other user account.