Booking Permissions

Adm

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Man

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Notes

Create, duplicate and edit* appointments

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*Admins, Supervisors and Managers can edit appointments for all staff members. Staff and Restricted staff can perform these actions only for staff whose calendar is shared (To access, go to Personnel > {select a staff member} > Booking rules > Share calendar)

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All user accesses can perform the following:

- Print attendance list

- View Cancellations

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*Admins, Supervisors and Managers can perform these actions for all staff members. Staff and Restricted staff can perform these actions only for staff whose calendar is shared (To access, go to Personnel > {select a staff member} > Booking rules > Share calendar)

Create and edit rental reservations

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Create and edit appointments involving any staff and service pair without being shown a warning/error.

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Calendar Permissions

Create, edit, delete, copy and paste time slots*

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*Admins, Supervisors and Managers can perform these actions for all staff members. Staff can perform these actions only for themselves, and for staff and resources whose calendar is shared (see Booking rules)

View the calendar of staff members and all resources.

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*Admins, Supervisors and Managers can view the calendar of all staff members, whereas Staff and Restricted staff can only view the calendars of staff whose calendar is shared. (To access, go to Personnel > {select a staff member} > Booking rules > Share calendar)

View the alerts involving staff members.

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Reorder staff list

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Reports:

Generate appointment reports, group reservation reports, rental reports and metric reports.

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If you have multiple stores, it is possible to export bookings for all stores, but your store must be part of a merchant group. Contact your Booxi representative for more info.

Staff Permissions

Create staff members

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Reorder staff list

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Edit the following:

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*Staff can only edit their own details.

Edit the following:

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Add/edit/delete work schedule*

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*Staff can only edit their own work schedule.

Edit staff user access*

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Admins cannot change their own user access, nor the owner's.

View and edit the external calendar sync setting*

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*Staff can only edit their own setting and that of personnel with no user access.

Delete staff members*

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*The account owner cannot be deleted.

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*The owner cannot be invited or blocked.

View staff details, booking rules, permissions

assigned services, staff schedule, staff user access

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Transfer Account Ownership

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*Only the account owner can transfer account ownership.

Service Permissions

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*The type of services that can be created depend on your activated features; contact your Booxi representative for more info.

Edit the following:

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View and edit the service online payment settings (see Service details)

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Online payment settings will only be displayed if:

- You have an active payment module enabled (i.e. Stripe or Square)

- The service price type is either "Fixed price" , "Starting at" or "Price per person

Delete services

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Create service categories

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Delete service categories

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Reorder services and service categories

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View the following:

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Client Permissions

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Access the client list

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The same permissions apply to clients shared from other stores.

Edit the client status (active, blocked)

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Delete clients

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Create/send client messages (if the feature is activated for your subscription)

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Import clients from Square and Lightspeed

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Lightspeed import (see Clients tab)

Square sync (must enable "CRM sync" from the configuration panel)

Export your client list

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Resource Permissions

Create resources

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*The type of resources that can be created depend on your activated features; contact your Booxi representative for more info.

Edit the following:

Edit the resource availability schedule

Edit the resource booking rules

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Delete resources

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Create resource categories

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Edit a resource's category name

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Delete empty resource categories

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Import resources from a Lightspeed item CSV*

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*You must have the Lightspeed integration enabled in your account.

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Store Permissions

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View and edit the "Subscription and Billing" tab.

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If you are on the Solo plan, this tab will not be displayed in your account.

View and edit store integration modules

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Others

Export invoices

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Create any type of payment on a booking

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Restricted staff is limited to the following payment types:

- Capture Card (if using Stripe)

- Other

Create, update, print, send by email and delete invoices

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Create Lightspeed Sales

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Change own password

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Admin

Supervisor

Manager

Staff

Restricted

Head Office

Apply service template updates to assigned stores

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Apply store template updates to selected stores

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Grant a "User without calendar" Back Office access to stores.

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Edit, add, delete and re-order template services and service categories.

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Edit the store template and all stores. Includes:

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Create, edit, delete personnel templates

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View personnel templates

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Head Office Stores

Deactivate and reactivate stores

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Add new stores

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Re-order stores

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Add, edit, delete and reorder store categories

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Head Office Reports

Export appointment, group reservation and metric reports for all stores.

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