Adding other users to the system


How to create new system user

You can create a separate user for the person who needs to access your admin page in Manage -> Users page and assign the corresponding rights to that user.
See the list of available user roles below.

To create new user please click on + button at the top:
Create users.png

Fill in login, email address, select user level group, set first password, relate with a provider if necessary, add first and last names, phone number.
Attach user to provider v3.png

After this, just enable the switch Send login information to user and save the user record.
The system will automatically send the email with the login credentials according to the template you have set in Settings -> Email and SMS Settings -> New user login notification.

New user email template.png

Or you can manually send login and password to your users along with the link to your admin page after saving the user.

User Roles


If you created the system for your company at then you have admin rights by default. This means the highest access level among all users and you can create other administrators with the same access level.

Please note! To protect your system from mistakes, we do not allow to delete the default administrator so if he/she should no longer have admin rights, you need to change his/her email and password to limit the access. The second and further admins can be removed.

You can relate each user to one or several providers(employees) to allow them to view and/or manage bookings, schedules, etc. depending on their level of access.

Senior Employee

The Senior employee level allows the users to see the workload of others but they can only make changes to settings that relate to providers. These users do not have access to company configuration settings. Senior employee users are not tied to specific service provider/s. They have full access to all service providers added to the system, allowing them to view, add, edit, change schedules, and delete providers.

This is a list of functions they cannot access:

  • Dashboard
  • User managing
  • Tariffs and payments
  • Insights
  • Settings
  • Company worktime management
  • Company basic information and address
  • Homepage content management
  • Design settings
  • Custom CSS
  • Marketplace settings
  • Widgets generation

(for more details see table below)

Junior Employee

In cases, company has many employees with roles primarily focused on their own tasks, the Junior employee user can be created. This user level grants employees the ability to view their own workload and make modifications to their own schedule and bookings. When creating a Junior employee, the option to select the associated service provider/s is available. Notably, it is possible to connect more than 1 service provider to a Junior employee user, enhancing flexibility and control across various setup scenarios. The functionality of selecting multiple service providers for Junior employee is particularly advantageous in situations where a team member requires access to specific providers' schedules or several providers connected to multiple locations.

Junior employee has access to the following functions:

  • Calendar (can manage only own bookings and notes)
  • Worktime (can change only own schedules)
  • Service providers (can see only associated service provider/s)

(for more details see table below)

Please note! If a Junior employee user is not assigned to any service provider then his level of access will be automatically downgraded to Viewer level.


In some cases you may want to allow someone to see what is going on with company bookings but not be able to make any changes. This user should be set as Viewer. Viewers can not change anything, and they can not add any bookings.
The following functions are available for this access group:

  • Calendar (view only)
  • Services (view only)

(for more details see table below)

Operator POS

This level was created mainly for managing POS interface and sell services, classes, packages, memberships, products and add-ons,
but also has access to Calendar, Clients, some reports and view only access to Memberships, Coupons&Gift Cards, Services/Classes and Providers.


Only has the ability to validate Tickets.

Lab tester

This access level was created mainly for work with Medical Test custom feature and validate tickets, print test tube labels, update test result statuses and print results.

Options list Senior Employee Junior Employee Viewer
View charts / Enable custom features

View page / Change own password / Connect Google Authenticator*

Change own email address

Create booking from dashboard

Get personal data report link

Different view options

Export to Excel/PDF

View & Manage bookings
View & Manage calendar notes

own only
view only
Access Transactions*
Access Pending bookings*

Edit booking comments

in own bookings

Edit client info from the booking

in own bookings
view only
Add/Edit SOAPnotes* with correct key
with correct key
own only
with correct key
view only
Update booking statuses*
own only

Edit Intake forms* in the bookings
Edit products for sale* in the bookings
Edit service add-ons* in the bookings

own only
view only
Marketing Suite
View page & Enable custom features

View/Add/Edit/Change schedule/Delete services

View/Add/Edit/Change schedule/Delete providers
own and existing only

View/Add/Edit/Merge*/Delete clients

View/Add/Edit/Delete users

View/Add/Edit/Change schedule/Delete classes*

View/Add/Edit/Delete packages*
View/Add/Edit/Delete memberships*
View/Add/Edit/Delete coupons and gift cards*

View/Add/Edit/Delete service add-ons*
View/Add/Edit/Delete products for sale*
View/Add/Edit/Delete related resources*

View/Add/Edit/Delete intake forms*
View/Add/Edit/Delete client fields*

View/Add/Edit/Delete news*
View/Add/Edit/Delete custom pages*

View/Add/Edit/Delete statuses*

View/Add/Edit/Delete flexible notifications*
View/Add/Edit/Delete book soon reminders*

View/Add/Edit/Delete calendar notes types
view only
view only
View/Update calendar sync*
own only

Connect own tool for online video meetings*

View/Add/Edit/Delete taxes*

View sales* report

View/Export/Send email/Mass cancel in booking details report

View/Accept/Delete payment transactions*
View/Approve/Decline pending* bookings

View sales & tax report*

View/Export online video meetings* report

View/Export/Send email from client report

View/Export classes* bookings

View/Export membership payments*
View/Export issued packages*
View/Export issued coupons*

View/Export/Print tickets* report

View calendar notes report
view only
view only
View/Export SMS report
View/Export/Reply to contact messages*

View/Export/Delete reviews & add/edit answers

View/Export client app* reports

View vaccination* report

View personal data reports own only
own only
own only
Custom Features
View page/Enable/Disable custom features

Edit Accept payments* settings

Change Intake forms* export settings

Set color for provider with Provider color coding*

Set bookings limits for services*

View/Add/Edit/Delete service categories*

View/Add/Edit/Delete locations*
view the list only
Edit Daily report* settings
Edit Google Adwords&Analytics* settings

Add/delete images in Photo gallery*
Connect account in Instagram gallery*

Edit SMTP* settings
Edit SMS Gateway* settings

Edit Terms and Conditions*
Edit Cancellation policy* settings

Edit Coupons and Gift Cards* notifications settings

Edit Appointment at fixed time* settings

Edit Custom Domain* settings

Edit API* settings

Edit Multiple bookings* settings
Edit Group bookings* settings

Edit Clean history* settings

Edit Client login* settings
Edit Strict password* settings*

Edit Any employee settings*

Edit Google translate settings*

Edit HIPAA* settings
Edit Google authenticator* settings

Company information
Directory listing
Delete account

Company opening hours

Providers schedule
own only

Services schedule
Classes* schedule

Design settings
Booking widgets settings
Custom CSS*

Main configuration
Email & SMS settings
Custom wording & translations

View & Buy subscriptions
View & Buy additional items
See payment history

* - corresponding custom feature should be already enabled by admin.