click role ➜ Admin Manager Receptionist Limited Receptionist Full Calendar Independent Employee Read-Only Inactive
Permissions Admin Manager Receptionist Limited Receptionist Full Calendar Independent Employee Read-Only Inactive
Schedule − ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔
View personal calendar ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔
View all staff's calendar ✔ ✔ ✔ ✔ ✔
Access to activity view ? ✔ ✔ ✔ ✔ ✔ ✔
Access to reminder view ? ✔ ✔ ✔ ✔ ✔ ✔
Access to resource view ? ✔ ✔ ✔ ✔ ✔
Appointments − ✔ ✔ ✔ ✔ ✔ ✔ ✔
Create and edit appointments for themselves or other staff ✔ ✔ ✔ ✔ ✔ ✔ ✔
A search is required to create appointments for other staff ? ✔ ✔
View and edit recurring appointments ✔ ✔ ✔ ✔ ✔ ✔ ✔
Edit appointment price ? ✔ ✔ ✔ ✔ ✔ ✔
Waiting List − ✔ ✔ ✔ ✔ ✔ ✔ ✔
View and edit personal waiting list ✔ ✔ ✔ ✔ ✔ ✔ ✔
View and edit waiting list for all staff ✔ ✔ ✔ ✔ ✔
Staff notified when client added to their waiting list ✔ ✔ ✔ ✔ ✔ ✔
Clients − ✔ ✔ ✔ ✔ ✔ ✔
View and edit client contact information ? ✔ ✔ *✔ *✔ *✔ *✔
Create new clients? ✔ ✔ ✔ ✔ ✔ ✔ ✔
Merge and delete client profiles? ✔ ✔ ✔ ✔
Access to client appointment history and note history? ✔ ✔ ✔ * ✔ ✔ ✔
Add images to appointment? ✔ ✔ ✔ ✔ ✔ ✔ ✔
Add, Update, Delete Custom Tags ✔ ✔ ✔ ✔
Add Tags to client profile; add tag notes ✔ ✔ ✔ ✔ ✔ ✔ ✔
Can add bonus loyalty points to clients ✔ ✔
Can reset a client's password and email them their new login credentials ✔ ✔ ✔ ✔
Profile Staff − ✔ ✔ ✔ ✔ ✔ ✔ ✔
Can create and delete staff ? ✔ ✔ ✔
View and edit their own contact information and when to receive appointment alerts ? ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔
View / Edit staff's service list ? ✔ ✔ ✔ ✔ ✔ ✔
View / Edit edit when to send their own client's appointment confirmations and reminders ✔ ✔ ✔ ✔ ✔ ✔
How / If they allow clients to book online booking ? ✔ ✔ ✔ ✔ ✔ ✔
Set regular schedule ? ✔ ✔ ✔ ✔ ✔ ✔
Can set most profile settings for all staff? ✔ ✔ ✔
Set staff hourly wage and commission ✔ ✔
Set staff permission and security settings ? ✔ ✔
For multi-merchant business, can change staff to the staff's own merchant account ✔ ✔ ✔
Staff can use their own merchant account so credit card transactions for their services go directly to their bank account ✔ ✔ ✔ ✔ ✔ ✔
Change a staff member's security role ? ✔ ✔ ✔
Can un-delete a staff profile ✔ ✔
Profile Business − ✔ ✔ ✔
Edit your business' profile, hours, and services ✔ ✔ ✔
Ability to hide certain service types from clients: on your website and online booking ✔ ✔ ✔
Change color associated with a service type ✔ ✔ ✔
Change the credit card used to pay Membership Salons ✔ ✔
Change Advanced Profile Settings ✔ ✔
View Advanced Profile Settings ✔ ✔ ✔
Create/Update/Delete Add-On Fees ✔ ✔ ✔
Create/Update/Delete Discounts ✔ ✔ ✔
Customize Discounts and Add-On Fees for specific ticket ✔ ✔ ✔ ✔
Website − ✔ ✔ ✔
Edit Website, Galleries, and Online Booking Configuration ? ✔ ✔ ✔
Edit website staff bio image and description ✔ ✔ ✔ *✔* *✔* *✔*
Security − ✔ ✔
Can reset other staff members username and password ? ✔
Can mark a staff login (like the front desk) to require password when create/update/delete appointment or make any profile changes for another staff? ✔
Can mark devices as company devices? ✔ ✔
Can restrict specified staff members to only be able to login on company devices ✔ ✔
Can link to other businesses ? ✔
Payment Processing − ✔ ✔ ✔ ✔ * *
Process Credit Cards, Cash, Check, etc.. ✔ ✔ ✔ ✔ * * **
Link Tickets ? ✔ ✔ ✔ ✔
Sell & Redeem Gift Cards ✔ ✔ ✔ ✔
Product Inventory − ✔ ✔
Change each staffs' permission to sell products and accept payment for appointments ✔ ✔
Set which staff can return products ✔ ✔
Set which staff can add new products and which staff can edit product ✔ ✔
Set which staff can view product cost ✔ ✔
Set which staff can edit product cost ✔ ✔
Set which staff can delete products ✔ ✔
Set which staff can edit staff prices for products ✔ ✔
Set which staff can create orders and which staff can edit orders ✔ ✔
Set if staff can sell products through Membership Salons's invoice view, Point-of-Sale screen, or a simple in app calculator ✔ ✔
Payroll − ✔ ✔
Change staff service commission levels and hourly wage rate ✔ ✔
Change staff service fees ✔ ✔
Can override default commission per service on any ticket ✔ ✔
Can see service commission, service fee, and service profit columns in reports ✔ ✔
Access to view Payroll, Commission, and Timesheet reports ✔ ✔
Can add/remove Payroll, Commission, and Timesheet access for other staff ✔
Can enter password to change staff's clock-in or clock-out time ? ✔ ✔
Report Overview − ✔ ✔ ✔ ✔ ✔ ✔ ✔
Each staff can see reports containing their own service and product sales data (except Limited Receptionist) ✔ ✔ ✔ ✔ ✔ ✔ ✔
Can see all reports and all information in reports ✔ ✔
Can see basic product sales reports and reports most helpful to managing the schedule ✔
Reports have staff filter to filter reports to one or more staff members ✔ ✔
Can change access to specific reports for any staff ✔ ✔
Report List − ✔ ✔ ✔ ✔ ✔ ✔ ✔
Last 10 Sales ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔
Last 10 Appointment Updates ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔
Sales Summary ✔ ✔ ✔ ✔ ✔ ✔ ✔
Sales Detail ✔ ✔ ✔ ✔ ✔ ✔ ✔
Ticket History ✔ ✔ ✔ ✔ ✔ ✔ ✔
Popular Sales ✔ ✔ ✔ ✔ ✔ ✔ ✔
Client Referrals ✔ ✔ ✔
Discounts ✔ ✔ ✔
Add-On Fees ✔ ✔ ✔
Gift Card ✔ ✔ ✔
Memberships ✔ ✔ ✔
Payment Summary ✔ ✔ ✔ ✔ ✔
Payment Detail ✔ ✔ ✔ ✔ ✔
Cash Drawer ✔ ✔ ✔
Cash Drawer ✔ ✔ ✔
Payment Incorrect ✔ ✔ ✔
Payment Unpaid ✔ ✔ ✔
Credit Card ✔ ✔ ✔ ✔ ✔
Batch ✔ ✔ ✔ ✔ ✔
Inventory Summary ✔ ✔ ✔
Product Detail ✔ ✔ ✔
Product List ✔ ✔ ✔ ✔ ✔ ✔
Orders ✔ ✔ ✔
Audits ✔ ✔ ✔
Product Discounts ✔ ✔ ✔
Product Returns ✔ ✔ ✔
Staff Summary ✔ ✔
Staff Goals ✔ ✔
Staff Profiles ✔ ✔ ✔
Staff Purchases ✔ ✔ ✔ ✔ ✔
Payroll ✔ ✔
Commission ✔ ✔
Timesheets ✔ ✔
Client List ✔ ✔ * * *

Manager & Front Desk Roles

Used by owner / manager: full access to schedule, reports, and profile (staff, business, and advanced settings)

Used by front desk: full access to schedule, can see most reports but limited access on summary reports and service sales, also access to profile (staff and business, but cannot change advanced settings)

Use this role when need full access to schedule but no access to reports or profile

Staff Roles

These roles can only manage their own profile. Reports only show their own sales.

Only staff role that can see other staff member's calendar (Independent + Employee roles can create appointments for other staff by searching their schedule)

Full control of own schedule, profile, client list, and reports

Can create/edit/delete appointments, but cannot access client contact information or change services

Comparing Roles

Manager or Receptionist

Managers can change Advanced Settings, view/change commission rates and wages, and has full access to reports; Receptionists do not

Receptionist or Limited Receptionist

If access to reports, changing the business profile, and staff profiles is not needed then we suggest using the 'Limited Receptionist' role

Limited Receptionist or Full Calendar

Full Calendar is suggested for staff that perform services where the Limited Receptionist role is intended for front desk staff that need limited access beyond the schedule

Full Calendar or Independent role?

The primary difference between the Full Calendar and Independent roles is the Full Calendar can see other staff members calendar

Independent or Employee role?

The Independent role allows staff to fully customize how they work; the Employee role cannot change their services or access client contact information

Read-Only role?

Same as Employee role, but staff has view only access (Cannot make any changes)

Why use the Inactive role?

The Inactive role is helpful when you want quick access to a staff's schedule who is no longer active; this is typically only used temporarily before the staff is changed to a different role or deleted (staff can be un-deleted, see how)

Can I Adjust Permissions?

Yes, for example you can change who is allowed to accept payment and what inventory management permissions each person has (see how)

;