With roles and permissions you can determine how much access each staff member has at your business.
Admin
Inbox: ✓
POS: ✓ (Full)
Schedule: Full access
Export information
Create: Add classes
Read: View classes
Update: Change classes
Delete: Delete classes
Clients: Full (refunds: all, notes: all, timeline)
Marketing / Automation: Full (automations, broadcasts, referrals, etc.)
Reports / Analytics: Full (Reports, Reports V2, Analytics V2)
Settings / Team / Payroll: Full (settings, team, pay rates, payroll, accounting)
Manager
Inbox: ✓
POS: ✓ (Full)
Schedule: Full access
Export information
Create: Add classes
Read: View classes
Update: Change classes
Delete: Delete classes
Clients: Full
Marketing / Automation: ✓ (automations, broadcasts, leads, referrals, testimonials, emails)
Reports / Analytics: — (disabled)
Settings / Team / Payroll: Broad access (includes pay rates & payroll reporting)
Manager (No Payroll)
Inbox: ✓
POS: ✓ (Full)
Schedule: Full access
Export information
Create: Add classes
Read: View classes
Update: Change classes
Delete: Delete classes
Clients: Full
Marketing / Automation: ✓ (automations, broadcasts, referrals, testimonials, emails)
Reports / Analytics: — (disabled)
Settings / Team / Payroll: Payroll disabled; Segments ✓
Franchisee
Inbox: ✓
POS: ✓ (Full)
Schedule: Full access
Export information
Create: Add classes
Read: View classes
Update: Change classes
Delete: Delete classes
Clients: Full
Marketing / Automation: ✓ (automations & broadcasts)
Reports / Analytics: Full (Reports, Reports V2, Analytics V2)
Settings / Team / Payroll: Limited settings; front desk reporting; payroll mostly disabled
Front Desk
Inbox: —
POS: ✓ (Full)
Schedule:
Classes: View only
Appointments: Full
Events: View only
Reservations: Full
Clients: Full (refunds: all, notes: all; no timeline)
Marketing / Automation: —
Reports / Analytics: Limited (specific reports only; no export, favorites, or row actions)
Settings / Team / Payroll: Front desk reporting; team mostly off; time cards: create only
Guest
Inbox: —
POS: —
Schedule: View own schedule; manage own future reservations
Clients: — (client notes)
Marketing / Automation: —
Reports / Analytics: —
Settings / Team / Payroll: Self only (time cards); block payments
Have feedback on how we can make permissions better? Let us know 🙂
