Who can do what: owner, admin and staff logins
What an owner or admin can do, what a staff login can see and do, how to give someone a login, and what happens when a team member leaves.
Every login has one of three roles. Owners and admins can do the same things in practice; staff logins are for the people who work the diary.
Owners and admins
Everything: settings, services and prices, the client book, reports, payments, refunds and fees, the change history of a booking, and the team itself.
Staff logins
- See the dashboard, the calendar, their own working hours, notifications and Get help
- See and work only their own bookings: approve, mark arrived, complete, no-show, cancel, reschedule, move to a colleague, take a payment at the counter
- Change only their own hours, and block only their own time
- Cannot open the client book, reports or settings, change a price, refund, charge a fee, or message guests
Giving someone a login
Under Team, press 'Create login' beside the person and set their email address and a password of at least 8 characters; they get an invitation by email. In the app it is 'Give them a login': you enter the email address and they choose their own password. Every login made this way is a staff login — there is no screen for making someone an admin.
When someone leaves
'Deactivate' stops their login at once and keeps their bookings; 'Activate' brings them back. 'Remove' takes them off the team — someone with past appointments is archived, so the history stays. The app can deactivate but not remove.