Staff Member Permissions

Can change status of appointments

Can confirm/unconfirm appointments, check in clients, etc. Does not allow canceling appointments.

Can book and change own appointments

Can book, change, and cancel appointments on their own calendar.

Can view other people’s calendar

Can view other people’s calendars. Does not allow changing appointments or time blocks on other people’s calendars.

Can book and change other people's appointments

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

Can create and change own time blocks

Can add, change, and remove time blocks on their own calendar.

Can create and change other people’s time blocks

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

Can manage waitlist

Can add, change, and remove waitlist entries.

Can access everybody's clients

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

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

Can access clients' contact details

Disable this permission to hide client contact details from this staff member (i.e. address, phone number, email address). 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

Can manually increase or decrease a client’s account balance.

Can view individual sales on calendar

Can view the attached sale for appointments they have permission to view. Does not grant access to the Sales app. Does not allow modifying sales.

Can view list of own sales

Can view their own sales in the Sales app. Includes any sales where they are assigned. Does not allow modifying sales.

Can view all sales

Can view all sales in the Sales app. Does not allow modifying sales.

Can start a checkout and modify sales

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

Can sell non-retail products

Can add products from non-retail categories during checkout, which can be helpful for tracking internal product usage (professional-use items).

Can refund sales (open and closed)

Can refund line items and entire sales, whether the sale is open or closed. Grants full refund capabilities.

Can refund open sales

Can refund payments during checkout and in reopened sales.

Can view individual conversations

Can view conversations for clients they have permission to view. Does not grant access to the Inbox app. Does not allow sending messages.

Can view all conversations

Can view conversations—including web chat conversations—for all clients and locations via the Inbox app. Learn how you can use multiple phone numbers to limit conversation access by location. Does not allow sending messages.

Can send messages

Can send text and web chat messages in conversations they have permission to view.

Note: If a staff member does not have permission to access client contact details, they will not be able to see client phone numbers when sending text messages.

Can make and receive calls

Can make and receive phone calls. If this permission is enabled, the Can view all conversations permission will be enabled automatically, allowing the staff member to access the Inbox app to view phone call and voicemail history.

Can access company reports

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

Can manage products

Can create, change, and delete products. Allows manual inventory changes. This permission is not required to add products during checkout.

Can manage purchase orders

Can create, edit, and receive purchase orders.

Can manage gift cards

Can manually create, adjust, and delete gift cards. This permission is not required to sell or redeem gift cards during checkout.

Can manage packages

Can manually create, adjust, and delete packages. This permission is not required to sell or use packages during checkout.

Can manage package setups

Can create and modify package setups.

Can manage memberships

Can start, change, and cancel client memberships.

Can bypass membership agreements

Can skip the membership agreement requirement when starting a new membership for a client.

Can manage membership plans

Can create and modify membership plans.

Can manage cash drawer

Can access the Cash Drawer app. Can perform counts and add manual pay-ins and pay-outs.

Can view Time Clock app

Can access the Time Clock app. Allows clocking in on any device where they are logged in. This permission is not required to clock in. Staff members can still clock in using their PIN under another account where the Time Clock app is accessible.

Can manage time cards

Can view, edit, and delete time cards for all staff members.

Can view Payroll app

Can access the Payroll app. Allows viewing payroll reports and exporting payroll data.

Can manage payroll adjustments

Can add, edit, and delete payroll adjustments.

Can process payroll runs

Can process payroll runs.

Can view individual form submissions

Can view form submissions attached to appointments they have permission to view. Does not grant access to the Forms app.

Note: If a staff member does not have permission to access client contact details, they will not be able to see client emails and phone numbers when viewing form submissions.

Can view all form submissions

Can access the Forms app.

Can manage form templates

Can create and modify form templates.

Can manage resources

Can create and modify resources and resource groups. This permission is not required to add resource requirements in Service settings.

Can view resources on calendar

Can view resources, such as rooms or chairs, as separate columns on the calendar.

Can edit campaigns

Can create and modify email campaigns.

Can send campaigns

Can send and schedule email campaigns.

Can manage flows

Can create and modify flows and flow runs.

Can manage offers

Can create and modify offers.

Can manage staff members

Can add staff members and change work hours, 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

Can create and change services, service assignments, online booking service settings, etc.

Can manage payment accounts

Can access Payments & Checkout > Payment Accounts in the Settings app to review transactions, payouts, etc. This permission is not required for staff members to access their assigned payment account to view their balance, payouts, etc.

Can change own work schedule

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

Can change own service assignments

Can assign/unassign themselves to services via their User Profile menu. Can override their own default service prices and durations.

Can view own daily/weekly totals

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