Staff roles and permissions
Not every teammate needs full admin access. Roles keep front desk, staff members, and managers in the right parts of the system. Separately, mark each person as bookable (billable) or ops-only so seat limits only cover people who take appointments.
Assign a role
- Go to Settings → Staff and open a team member (or send a new invite).
- Pick a role - Admin, Staff (therapist or instructor), or Front desk.
- Save. Permissions apply on next login.
What each role can do
Admins manage services, integrations, billing settings, and reports. Staff see their calendar, rosters, and customer notes for assigned bookings. Front desk handles check-in, bookings, and payments without changing core settings. Adjust a role anytime as someone's responsibilities grow.
Bookable vs ops
Role controls what someone can do in the product. Bookable for appointments controls whether they appear on the schedule and whether they use a paid staff seat. Leave bookable on for staff members; turn it off for front desk, ops, and management who only need dashboard access. See invite your team for the full setup.
Deactivate access
When someone leaves, deactivate their account instead of deleting it. Booking history stays intact; they can no longer sign in. Reactivate the account later if they return seasonally or on contract. Learn more on the staff feature page.