Staff Roles and Permissions

There are three roles, and each comes with a different starting point for permissions.

The three roles

• Owner — full access to everything, including managing the team. The Owner role cannot be changed, and only the Owner can invite, edit, or remove staff.
• Manager — has every permission except issuing refunds and managing the team — both are Owner-only.
• Staff — fully customisable per person. New staff start with sensible defaults (see below) which you can change at any time.

The 7 permissions

• View other calendars — see the whole team's bookings instead of only your own. (Default: off)
• Accept/decline bookings — manage pending bookings, record payments, and add manual bookings. (Default: on)
• Issue refunds — process refunds. (Default: off · always off for Managers — Owner only)
• Manage clients — add, edit, and import clients, and export a client's data. (Default: on)
• View revenue reports — access the Reports section and revenue export. (Default: off)
• Edit services — create, edit, delete, and reprice services. (Default: off)
• Receive booking notifications — get notified of new bookings. (Default: on)

Adding internal client notes is available to every staff member regardless of the "Manage clients" permission — it's an everyday operational tool. (Deleting a note is limited to its author or an Owner/Manager.)

⚠️ Owner permissions cannot be edited. A Manager's "Issue refunds" and team-management abilities cannot be turned on — they are reserved for the Owner.