We're Moving to a New Support Platform – Starting June 1st!

We’re excited to let you know that starting June 1st, we’ll be transitioning to a new support system that will be available directly on our product websites – Amelia, wpDataTables, and Report Builder. In fact, the new support platform is already live for Amelia and wpDataTables, and we encourage you to reach out to us there.

You'll always be able to reach us through a widget in the bottom right corner of each website, where you can ask questions, report issues, or simply get assistance.

While we still do not offer live support, a new advanced, AI-powered assistant, trained on our documentation, use cases, and real conversations with our team, is there to help with basic to intermediate questions in no time.

We're doing our best to make this transition smooth and hassle-free. After June 1st, this current support website will redirect you to the new "Contact Us" pages on our product sites.

Thanks for your continued support and trust – we’re excited to bring you an even better support experience!

Okay
  Public Ticket #2854495
Can a customer be an employee?
Closed

Comments

  •  1
    Willard started the conversation
    August 22, 2021 at 2:48am

    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?

  • [deleted] replied
    August 23, 2021 at 11:07am

    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.