ℹ️ Your Home page adapts to each staff member's role. Three permissions decide what a role sees.
Permission | What staff see on Home |
See key metrics | The Key Metrics panel: Bookings, Visits and Fill Rate |
See insights at a glance | The Insights at a Glance panel: first-time clients, new and returning visitors, top products, classes and teachers |
See financial metrics | Revenue in both panels: Sales, Earned Revenue and the amounts in the top lists |
💡 Good to know: the Upcoming Classes list and the news section are always visible on Home.
1. Open Roles & Permissions
Go to Settings → Roles & Permissions.
2. Open the role
Click the role you want to change.
3. Open the Home permissions
In Feature permissions, open Home.
4. Choose what this role sees
Tick or untick the three permissions, then click Save. Staff see the change the next time they log in.
Hide financial figures only
Tick See key metrics and See insights at a glance, untick See financial metrics. Staff keep bookings, visits and fill rate, without revenue amounts. The top lists show percentages instead of amounts.
Good to know
Permissions apply to a role, not a person: every staff member with that role is affected. To give one person different access, create a separate role for them.
Owner, Admin and Reporting roles see everything on Home by default.
Check-in roles see no metrics by default.
Custom roles show no metrics until you tick them. See financial metrics follows Transactions → See invoices until you change it.
These permissions only change Home. They don't remove access to reports or invoices.