What's included in a user account?
Basic Information:
First Name
Last Name
Business Name
Email
Phone
Address, city, state, zip
More Details:
Bio - enter any info you like here about the client.
Private notes - notes that only you can see; not the client.
Sales Tax:
Is this user tax exempt? Yes or No
Reason for the exemption
Supporting documentation (file upload)
Primary Image:
Usually an image of the person, but any image file will work
Roles:
Yes, allow this user to log in (checked by default)
Admin (gives the user admin access
Staff (gives the user staff access - more permissions available in this role
Bookings: Extended Permissions
Allows this team member to see pricing, messages, make edits to bookings and more
Bookings: See All Bookings
Allows this team member to see all confirmed bookings, including those they are not assigned to
Sales: Manage Leads & Proposals
Allows this team member to manage leads and create proposals including pricing and messaging
Customer
Note: Only assign either customer or staff permission to a user - not both!
Checkout:
Show this staff member when customer is booking online
Only show for the following packages: (will only show when the packages below are selected for booking by the customer.
Applies To:
Does not apply to any of your packages (click Edit to choose packages)