đ Path: Go to Cog Settings â Payments â Savvy Pay
Staff Roles Quick Access
Go to Settings â Staff in the left navigation.
Open the Staff Roles tab at the top right.
Pick a Location, open the role or staff entry, then toggle the desired permissions.
Roles Type & Core Functions
Roles determine if a staff member is bookable for appointments and their main function in the business.
Role | Bookable | Visible on Calendar | Description |
Groomer | â | â | Bookable for services; limited access to admin controls. |
Non-Groomer (Receptionist) | â | â | Not bookable (unless also a groomer); handles calendars and transactions. |
Admin (Owner) | â | â | Full control access; manages staff, settings, and all appointments. |
To assign a role, go to Settings > Staff > Staff List, then edit the staff member to the correct role.
To further fine-tune permissions, click on the users line within the staff roles section to view and edit all options individually.
Understanding Detailed Permissions
Savvy Pet provides flexibility, letting you decide who can manage specific business areas.
1. General Actions & Calendar Visibility
Make Bookable: Toggle "Staff is bookable for appointments" to make them appear on the calendar and online booking forms.
Calendar Visibility: Choose one of four levels, ranging from "Only view assigned appointments" (restricted) to "View and manage all staff appointments across all shops" (broadest).
2. Online Booking
Restricted View: Staff only see booking requests assigned to them.
Broad View: Staff see/manage all online booking requests for the shop or across all shops.
3. Transactions
View Transactions: Access the Transactions list, including invoices and receipts.
Process Refunds: Allows staff to issue refunds (restrict this to trusted users).
4. Customer & Pet Profiles
View Profiles: Allows searching and viewing full customer/pet profiles.
Create/Edit Profiles: Permits updating info (requires view permission to be active first).
5. Appointments, Forms & Messages
Appointments: Access a list view of past, upcoming, and cancelled appointments.
Forms: View, create, and manage digital intake or consent forms.
Messages: View the messages page and send email/SMS to customers (requires view permission).
6. Reports & Settings
Reports & Analytics: Control access to the Dashboard, Analytics, and individual business reports.
Settings: Control who can view or edit core business configurations.
Save & Verify
After changing permissions, ensure you check for a Save/Update control or reload the page to confirm the changes took effect for that staff member.