Roles and what each can do
Roles decide what each person sees and touches, so the right role at invite time saves a hundred "why can't I" questions later. Here's the full map, from most restricted up.
The roles, in plain terms
- Read only. Can look at clients, appointments, consents, inventory, and messages, and view reports. Can't change anything. For the bookkeeper or an auditor.
- Provider. Their own book: read and update their appointments and clients, write service and formula notes, capture consents. No checkout, no sending texts, no settings. For the person in the chair.
- Front desk. Everything the day demands: clients, booking and appointment changes, checkout, gift cards, consents, and two-way texting. No refunds, no menu editing, no reports.
- Manager. Front desk plus the sharp tools: refunds, merging duplicate clients, editing services, memberships, inventory, staff management, payroll, and reports.
- Admin. Manager plus the business itself: the business profile and locations.
- Owner. Everything an Admin has, plus one exclusive: only an owner can grant the Owner role.
Set or change a role
- In the left sidebar, click Settings, then open the Staff tab.
- Pick the new role in the dropdown next to the person and click Update.
Example. Golden Coast's new hire starts at Front desk. Two months in she's running the schedule and handling make-goods, so the owner bumps her to Manager: refunds and reports appear for her, and nothing else about her day changes.
Common questions
- Why can't my front desk refund? By design. Refunds are a Manager tool; the desk takes money in, managers send it back. Bump the role if your desk genuinely owns refunds.
- What can a provider see of other providers? Their role centers on their own book and clients. Someone covering the whole floor wants Front desk or Manager.
- Who can change the business profile or locations? Admin and Owner only. Managers run the day, not the company.
- What's the difference between Owner and Admin? One thing: handing out the Owner role. Day to day they're the same.
Good to know
- Role changes take effect immediately; there's nothing to resend or re-invite.
- The safest default for a new hire is the lowest role that covers their actual tasks. Moving up later is one dropdown.