click role Admin Manager Receptionist Schedule Boss Full Calendar Independent Employee Read-Only Inactive
Permissions Admin Manager Receptionist Schedule Boss Full Calendar Independent Employee Read-Only Inactive
Schedule
View personal calendar
View all staff's calendar
Access to activity view ?
Access to reminder view ?
Access to resource view ?
Can enter password to change staff's clock-in or clock-out time ?
Appointments
Create and edit appointments for themselves or other staff
A search is required to create appointments for other staff ?
View and edit recurring appointments
Edit appointment price ?
Waiting List
View and edit personal waiting list
View and edit waiting list for all staff
Staff notified when client added to their waiting list
Clients
View and edit client contact information ?
Create new clients?
Access to client appointment history and note history? *
Staff Profile
View and edit contact information and when to receive appointment alerts ?
View and edit personal configuration to send client reminders/confirmations, online booking status, alerts, hours, services, and prices ?
For all staff can view and edit when to send client reminders/confirmations, online booking status, alerts, hours, services, and prices ?
Staff can use their own merchant account so credit card transactions for their services go directly to their bank account
Change a staff member's security role ?
Change staff service commission levels and hourly wage
Change staff service fees
Business Profile
Edit your business' profile, hours, and services
Ability to hide certain service types from clients: on your website and online booking
Change color associated with a service type
Change the credit card used to pay Schedule Anyone
Website
Edit Website, Galleries, and Online Booking Configuration ?
Edit website staff bio image and description *✔ *✔ *✔
Security
Can reset other staff members username and password ?
Can require password on all appointment edits ?
Can mark devices as company devices
Restrict specified staff members to only be able to login and/or clock-in/out to company devices
Can link to other businesses ?
Permissions
Change each staffs' permission to sell products and accept payment for appointments
Set which staff can return products
Set which staff can add new products and which staff can edit product
Set which staff can view product cost
Set which staff can edit product cost
Set which staff can delete products
Set which staff can edit staff prices for products
Set which staff can create orders and which staff can edit orders
Set if staff can sell products through Schedule Anyone's invoice view, Point-of-Sale screen, or a simple in app calculator
Reports
Each staff can see reports containing their own sales data
Can see all reports and all information in reports
Can see all reports but can only see summary service information for services they have performed
Reports have staff filter so can customize reports for one or more staff members
Can see service commission, service fee, and service profit columns in reports
Access to the cash drawer report
Access to the payroll summary and timesheet reports for all staff
Access to the service commission report

Manager & Front Desk Roles

Used by owner / manager: full access to schedule, reports, and profile (staff, business, and advanced settings)

Used by front desk: full access to schedule, can see most reports but limited access on summary reports and service sales, also access to profile (staff and business, but cannot change advanced settings)

Use this role when need full access to schedule but no access to reports or profile

Staff Roles

These roles can only manage their own profile. Reports only show their own sales.

Only staff role that can see other staff member's calendar (Independent + Employee roles can create appointments for other staff by searching their schedule)

Full control of own schedule, profile, client list, and reports

Can create/edit/delete appointments, but cannot access client contact information or change services

Comparing Roles

Manager or Receptionist

Managers can change Advanced Settings, view/change commission rates and wages, and has full access to reports; Receptionists do not

Receptionist or Schedule Boss

If access to reports, changing the business profile, and staff profiles is not needed then we suggest using the 'Schedule Boss' role

Schedule Boss or Full Calendar

Full Calendar is suggested for staff that perform services where the Schedule Boss role is intended for front desk staff that need limited access beyond the schedule

Full Calendar or Independent role?

The primary difference between the Full Calendar and Independent roles is the Full Calendar can see other staff members calendar

Independent or Employee role?

The Independent role allows staff to fully customize how they work; the Employee role cannot change their services or access client contact information

Why use the Inactive role?

The Inactive role is helpful when you want quick access to a staff's schedule who is no longer active; this is typically only used temporarily before the staff is changed to a different role or deleted (staff can be un-deleted, see how)

Can I Adjust Permissions?

Yes, for example you can change who is allowed to accept payment and what inventory management permissions each person has (see how)

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