Staff Member Permissions

Can change status of appointments

Confirm/unconfirm appointments, check in clients, etc. Does not allow canceling of appointments.

Can book and change own appointments

Book, change, and cancel appointments on their own calendar.

Can view other people’s calendar

Viewing only. Does not allow changing appointments or time blocks on other people’s calendars.

Can book and change other people's appointments

Book, change, and cancel appointments where another staff member is assigned.

Can create and change own time blocks

Add, change, and remove time blocks on their own calendar.

Can create and change other people’s time blocks

Add, change, and remove time blocks on other people’s calendars.

Can manage waitlist

Add, change, and remove waitlist entries.

Can access everybody's clients

Grants access to all clients, regardless of who is set as the client owner. This permission is only visible if client ownership is enabled.

Note: If a staff member has an appointment with a client, they can view/edit that client’s details via the appointment details even if they are not the client owner and even if this permission is disabled.

Can access clients' contact details

Disable this permission to hide client contact details (i.e. address, phone number, email address) from this staff member. If this permission is enabled, staff members can export a list of the clients they have access to in the Clients app.

Can view clients' last names

Disable this permission to hide clients' last names from this staff member (calendar, notifications, etc.) and remove access to the Clients app. This permission is only available if the Can access clients' contact details permission is disabled.

Can manually adjust client account balances

Manually increase or decrease a client’s account balance.

Can view individual sales on calendar

View the attached sale for appointments that are visible to this person. Does not grant access to the Sales app.

Can view list of own sales

Grants access to the list of their own sales. Includes any sales where this person is assigned.

Can view all sales

Viewing only. Grants access to the Sales app. Does not allow modifying of sales.

Can start a checkout and modify sales

Take payments, reopen closed sales, make changes to services and products in a sale, etc.

Can sell non-retail products

Add products from "non-retail" categories during checkout. Can be helpful for tracking internal product usage (professional-use items).

Can refund payments

Reverse and refund payments.

Can view individual conversations

View conversations and message history for clients that are visible to this person. Does not allow sending messages.

Can view all conversations

Viewing only. Grants access to the Messages app. Does not allow sending messages.

Can send messages

Send messages to clients in the conversations that are visible to this person.

Note: If a staff member does not have permission to access client contact details, they can still send text messages to clients if needed. They will not be able to see the client’s phone number when sending text messages.

Can access company reports

Grants access to all available reports. Staff members can run reports for the locations that are enabled for them in Apps > Staff Members > Locations.

Can manage products

Create, change, and delete products. Allows manual inventory changes. Not required to add products during checkout.

Can manage purchase orders

Create, edit, and receive purchase orders.

Can manage gift cards

Manually create, adjust, and delete gift cards. Not required to sell or redeem gift cards during checkout.

Can manage packages

Manually create, adjust, and delete packages. Not required to sell or use packages during checkout.

Can manage package setups

Create and modify package setups.

Can manage memberships

Start, change, and cancel client memberships.

Can manage membership plans

Create and modify membership plans.

Can manage cash drawer

Grants access to the Cash Drawer app. Perform counts and add manual pay-ins and pay-outs.

Can view Time Clock app

Grants access to the Time Clock app. Allows clocking in on any device where this user is logged in. Note that this permission is not required to clock in. Staff members can still clock in using their PIN under another user account where the Time Clock app is visible.

Can manage time cards

View, edit, and delete time cards for all staff members.

Can view Payroll app

Grants access to the Payroll app. Allows viewing of payroll reports and exporting of payroll data.

Can manage payroll adjustments

Grants access to add and delete payroll adjustments.

Can process payroll runs

Grants access to process payroll runs for Payroll Processing customers.

Can view individual form submissions

View form submissions attached to appointments that are visible to this person. Does not grant access to the Forms app. If a staff member does not have permission to access client contact details, they will not be able to view client emails and phone numbers on form submissions.

Can view all form submissions

Grants access to the Forms app.

Can manage form templates

Create and modify form templates.

Can manage resources

Create and modify resources and resource groups.

Can view resources on calendar

View resources such as rooms or chairs as separate columns on the calendar.

Can edit campaigns

Create and modify email campaigns.

Can send campaigns

Send or schedule email campaigns.

Can manage flows

Create and modify flows and flow runs.

Can manage offers

Create and modify offers.

Can manage staff members

Add staff members, change work hours and service assignments, etc.

Does not grant access to:

• Permissions tab

• Compensation tab

• Changing staff member user types

• Viewing and enabling/disabling staff member locations, unless this person is already enabled in more than one location.

Can manage service settings

Create and change services, service assignments, online booking service settings, etc.

Can manage payment accounts

Grants access to Payments & Checkout > Payment Accounts in the Settings app to review transactions, payouts, etc. A staff member does not need to have this permission enabled to access their assigned payment account to view their balance, payouts, etc.

Can change own work schedule

Set, modify, and override own work schedule via their User Profile menu.

Can change own service assignments

Assign/unassign themselves to services via their User Profile menu. Grants overriding of their own default service prices and durations.

Can view own daily/weekly totals

Grants access to Daily Totals and Weekly Totals (i.e. number of services, service revenue, tips, etc.) from the mobile app menu.

Calendar

• Can change status of appointments

• Can view other people’s calendar

• Can book and change other people’s appointments

• Can create and change other people’s time blocks

• Can manage waitlist

Clients

• Can access everybody’s clients

• Can access clients' contact details

Sales

• Can view all sales

• Can start a checkout and modify sales

• Can refund payments

Messages

• Can view all conversations

• Can send messages

Memberships

• Can manage memberships

Cash Drawer

• Can manage cash drawer

Forms

• Can view all form submissions

Resources

• Can view resources on calendar

Calendar

• Can book and change own appointments

• Can create and change own time blocks

• Can manage waitlist

Sales

• Can view individual sales on calendar

• Can start a checkout and modify sales

Messages

• Can view individual conversations

• Can send messages

Forms

• Can view individual form submissions

Resources

• Can view resources on calendar

User Profile

• Can view own daily/weekly totals

Calendar

• Can book and change own appointments

• Can create and change own time blocks

• Can manage waitlist

Sales

• Can view individual sales on calendar

• Can start a checkout and modify sales

Messages

• Can view individual conversations

• Can send messages

Forms

• Can view individual form submissions

Resources

• Can view resources on calendar

User Profile

• Can change own work schedule

• Can change own service assignments

• Can view own daily/weekly totals

Calendar

• Can change status of appointments

• Can view other people's calendar

• Can book and change other people's appointments

• Can create and change other people's time blocks

• Can manage waitlist

Clients

• Can access everybody's clients

• Can access clients' contact details

Sales

• Can view all sales

• Can start a checkout and modify sales

• Can refund payments

Messages

• Can view all conversations

• Can send messages

Reports

• Can access company reports

Products

• Can manage products

• Can manage purchase orders

Gift Cards

• Can manage gift cards

Packages

• Can manage packages

Memberships

• Can manage memberships

Cash Drawer

• Can manage cash drawer

Time Clock

• Can manage time cards

Forms

• Can view all form submissions

Resources

• Can manage resources

Settings

• Can manage staff members

• Can manage service settings

• Can manage payment accounts