Difference between revisions of "Adding other users to the system"

From SimplyBook.me
 
(51 intermediate revisions by the same user not shown)
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You can create a separate user for the person who needs to access your admin page in Manage//Users and assign the corresponding rights to that user. See the list of available user roles below.
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{{#seo:
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|title=Setting up providers in SimplyBook.me Appointment scheduler
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|titlemode=append
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|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, system users, system users
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}}
  
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[[File:Create user.png | center]]
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__FORCETOC__
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<br><br>
 +
==How to create new system user==
  
 +
You can create a separate user for the person who needs to access your admin page in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Users</span> page and assign the corresponding rights to that user. <br>
 +
See the list of available user roles below.
 +
<br><br>
 +
:To create new user please click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> button at the top:
 +
[[File:Add new user path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/3/39/Add_new_user_path_redesigned.png]]
 +
<br><br>
 +
:Fill in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">login,</span> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">email address,</span> select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">user level group,</span> set <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">first password,</span> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">relate with a provider</span> if necessary, add <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">first and last names,</span> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">phone number.</span>
 +
::<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Login is unique for every user. If you delete some user it will not be possible to reuse the same login for another user.</span>
 +
[[File:Relate user to providers path.png|1200px|border | center|link=https://help.simplybook.me/images/8/8c/Relate_user_to_providers_path.png]]
 +
<br><br>
 +
After this, just enable the switch <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Send login information to user</span> and save the user record.<br>
 +
The system will automatically send the email with the login credentials according to the template you have set in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email and SMS Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">New user login notification.</span>
 +
[[File:New user email template redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/b/b4/New_user_email_template_redesigned.png]]
 +
<br><br>
 +
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==
  
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[[File:Create user window.png | center]]
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<br><br>
 +
;'''Admin'''
 +
If you created the system for your company at SimplyBook.me then you have <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">admin</span> rights by default. This means the highest access level among all users and you can create other administrators with the same access level.
  
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<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''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.</span>
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After this, just send login and password for your users along with the link to your admin page.
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<br><br>
−
 
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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.
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<br><br>
−
 
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;'''Senior Employee'''
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The <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Senior employee</span> 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.
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=User Roles=
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<br><br>
−
 
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This is a list of functions they cannot access:
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−
[[File:User roles.png | center]]
 
−
 
 
−
 
 
−
;Admin
 
−
If you created the system for your company at SimplyBook.me then you have admin rights by default. This means the highest access level of all users and as such you can create other administrators.
 
−
 
 
−
''Remark: To protect your system from mistakes, we do not allow changes to administrators so if someone should no longer have admin rights, you need to change his/her password to limit the 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 themselves. These users do not have access to company configuration settings.
 
−
 
 
−
This is a list of functions they can not access:
 
 
*Dashboard
 
*Dashboard
 
*User managing
 
*User managing
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*Insights
 
*Insights
 
*Settings
 
*Settings
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*Worktime managing
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*Company worktime management
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*Information and address
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*Company basic information and address
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*Home page content managing
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*Homepage content management
−
*Design
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*Design settings
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*Custom CSS
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*<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_CSS_custom_feature|Custom CSS]]</span>
−
*Directory settings
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*Marketplace settings
−
*Widgets
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*Widgets generation
 +
''(for more details see table below)''
 +
<br><br>
 +
;'''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 custom feature|multiple locations]].
 +
<br><br>
 +
<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Junior employee</span> 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)''<br><br>
 +
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' If a <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Junior employee</span> user is not assigned to any service provider then his level of access will be automatically downgraded to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Viewer</span> level.</span>
 +
<br><br>
 +
;'''Viewer'''
 +
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 <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Viewer.</span> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Viewers</span> can not change anything, and they can not add any bookings.<br>
 +
The following functions are available for this access group:
 +
*Calendar (view only)
 +
*Services (view only)
 +
''(for more details see table below)''
 +
<br><br>
 +
;'''Operator POS'''
 +
This level was created mainly for managing <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Point_of_Sale_custom_feature|POS interface]]</span> and sell services, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Classes_custom_feature|classes]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Packages_custom_feature|packages]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Membership_custom_feature|memberships]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Products_for_Sale_custom_feature|products]]</span> and <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Service_Add-Ons_custom_feature|add-ons]],</span><br>
 +
but also has access to Calendar, Clients, some reports and view only access to <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Membership_custom_feature|Memberships]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Coupons_and_Gift_Cards_custom_feature|Coupons&Gift Cards]],</span> Services/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Classes_custom_feature|Classes]]</span> and Providers.
 +
<br><br>
 +
;'''Doorman'''
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Only has the ability to validate <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Tickets_custom_feature|Tickets]].</span>
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<br><br>
 +
;'''Lab tester'''
 +
This access level was created mainly for work with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Medical_test_custom_feature|Medical Test]]</span> custom feature and validate <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Tickets_custom_feature|tickets]],</span> print test tube labels, update test result statuses and print results.
 +
 
  
  
−
;Junior Employee
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<br><br>
−
When your company has many employees and their function mainly relates to their own job, the Junior employee settings can be used. This setting allows the user only to see workload and make changes to own bookings but not for others. The Junior employee can not see what the others are doing.
 
−
This is the full list of functions accessible to 'Junior employee':
 
−
*'Calendar' (can manage only own bookings)
 
−
*'Worktime' (can change only own worktime)
 
−
*'Service providers' (can see only himself)
 
−
''Remark: If a 'Junior employee' user is not assigned to any employee then his level of access will be automatically downgrade to 'Viewer'''
 
  
  
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;Viewer
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{| style="width:100%; border: 2px solid black; background-color: rgb(255,255,255); border-collapse: collapse;"
−
In some cases you may want to allow someone to see what is going on with company bookings but not be able to any changes. This user should be set as Viewer. Viewers can not change anything, and they can not add any bookings.
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|- style="background-color: rgb(6,173,239);"
−
The following functions are available for Viewers:
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! colspan="2" style="font-weight: bold; border-bottom: 2px solid black; padding: 30px; text-transform: uppercase; color: white;" | Options list
−
*Calendar (view only)
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! style="text-align: center; font-weight: bold; border-bottom: 2px solid black; text-transform: uppercase; color: white;" | Senior Employee
−
*Services (view only)
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! style="text-align: center; font-weight: bold; border-bottom: 2px solid black; text-transform: uppercase; color: white;" | Junior Employee
 +
! style="text-align: center; font-weight: bold; border-bottom: 2px solid black; text-transform: uppercase; color: white;" | Viewer
 +
|-
 +
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(232, 248, 255);  font-weight: bold; padding: 10px; padding-left:30px;" | Dashboard
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View charts / Enable custom features
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(232, 248, 255);  font-weight: bold; padding: 10px; padding-left:30px;" | Welcome
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View page / Change own password / Connect [[Google Authenticator custom feature|Google Authenticator]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#10004; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Change own email address
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Create booking from dashboard
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Get personal data report link
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#10004; <br>
 +
|-
 +
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(232, 248, 255);  font-weight: bold; padding: 10px; padding-left:30px;" | Calendar
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Different view options
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#10004; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Export to Excel/PDF
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View & Manage bookings <br> View & Manage calendar notes
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | own only<br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | view only<br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Access [[Custom_Features#Accept_Payments|Transactions]]* <br>Access [[Custom_Features#Approve_Bookings|Pending bookings]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Edit booking comments
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; <br>in own bookings
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Edit client info from the booking
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#10004;<br>in own bookings
 +
| style="border-bottom: 1px solid black; text-align: center;" | view only<br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Add/Edit [[Custom_Features#SOAP_with_Encryption|SOAP]]notes*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | with correct key<br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | with correct key<br>own only
 +
| style="border-bottom: 1px solid black; text-align: center;" | with correct key<br>view only
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Update booking [[Custom_Features#Status|statuses]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | own only <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Edit [[Custom_Features#Intake_Forms|Intake forms]]* in the bookings<br> Edit [[Products_for_Sale_custom_feature|products for sale]]* in the bookings<br> Edit [[Service_Add-Ons_custom_feature|service add-ons]]* in the bookings
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | own only <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | view only <br>
 +
|-
 +
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(232, 248, 255);  font-weight: bold; padding: 10px; padding-left:30px;" | Marketing Suite
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View page & Enable [[Custom Features|custom features]]
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(232, 248, 255);  font-weight: bold; padding: 10px; padding-left:30px;" | Manage
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Add/Edit/Change schedule/Delete services
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Add/Edit/Change schedule/Delete providers
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | own and existing only <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Add/Edit/[[Custom_Features#Client_Login|Merge]]*/Delete clients
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete users
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Add/Edit/Change schedule/Delete [[Custom_Features#Classes|classes]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Packages_custom_feature|packages]]* <br> View/Add/Edit/Delete [[Custom_Features#Membership |memberships]]* <br> View/Add/Edit/Delete [[Custom_Features#Coupons_.26_Gift_Cards |coupons and gift cards]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Custom_Features#Service_Add-ons |service add-ons]]* <br> View/Add/Edit/Delete [[Custom_Features#Products_for_Sale |products for sale]]*<br>View/Add/Edit/Delete [[Related_Resources_custom_feature|related resources]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Custom_Features#Intake_Forms |intake forms]]*<br>View/Add/Edit/Delete [[Client_Fields_Custom_Feature|client fields]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[News_custom_feature|news]]*<br>View/Add/Edit/Delete [[Custom_Page_custom_feature|custom pages]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Status_custom_feature|statuses]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Flexible_Notifications_custom_feature|flexible notifications]]* <br> View/Add/Edit/Delete [[Book_Soon_Notification_System_custom_feature|book soon reminders]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Calendar_Notes|calendar notes types]]
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | view only <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | view only <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Update [[Calendar_Sync_custom_feature|calendar sync]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | own only <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Connect own tool for [[Online_Video_Meetings_Custom_Feature|online video meetings]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Accept_payments_custom_feature#How_to_add_tax_to_services|taxes]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(232, 248, 255);  font-weight: bold; padding: 10px; padding-left:30px;" | Reports
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View [[Accept_payments_custom_feature|sales]]* report
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Export/Send email/Mass cancel in booking details report
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Accept/Delete [[Custom_Features#Accept_Payments |payment transactions]]* <br> View/Approve/Decline [[Approve_Bookings_custom_feature|pending]]* bookings
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View [[Custom_Features#Accept_Payments |sales & tax report]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Export [[Online_Video_Meetings_Custom_Feature |online video meetings]]* report
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Export/Send email from client report
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Export [[Classes_custom_feature|classes]]* bookings
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Export [[Membership custom feature|membership payments]]* <br>View/Export [[Packages_custom_feature|issued packages]]* <br>View/Export [[Coupons_and_Gift_Cards_custom_feature|issued coupons]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Export/Print [[Tickets_custom_feature|tickets]]* report
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View [[Calendar_Notes|calendar notes]] report
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | view only <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | view only <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Export SMS report <br>View/Export/Reply to [[Contact Widget custom feature|contact messages]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Export/Delete reviews & add/edit answers
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Export [[Client_mobile_app|client app]]* reports
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View [[Vaccination_report_custom_feature|vaccination]]* report
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View [[Booking_reports#Personal_data_reports|personal data]] reports
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | own only <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | own only <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | own only <br>
 +
|-
 +
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(232, 248, 255);  font-weight: bold; padding: 10px; padding-left:30px;" | Custom Features
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View page/Enable/Disable custom features
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#Accept_Payments | Accept payments]]* settings
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Change[[Custom_Features#Intake_Forms | Intake forms]]* export settings
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " |&#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Set color for provider with [[Custom_Features#Provider.27s_Color_Coding | Provider color coding]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Set bookings[[Custom_Features#Limit_Bookings | limits for services]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Custom_Features#Service_Categories | service categories]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Custom_Features#Multiple_Locations | locations]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | view the list only
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Edit [[Custom_Features#Daily_Report | Daily report]]* settings<br>Edit [[Custom_Features#Google_Adwords_and_Analytics |Google Adwords&Analytics]]* settings
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Add/delete images in[[Custom_Features#Photo_Gallery | Photo gallery]]* <br> Connect account in[[Custom_Features#Instagram_Photo_Sharing | Instagram gallery]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" |&#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#SMTP | SMTP]]* settings <br>Edit[[Custom_Features#SMS_Gateway | SMS Gateway]]* settings
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#Terms_and_Conditions | Terms and Conditions]]* <br>Edit[[Custom_Features#Cancellation_Policy | Cancellation policy]]* settings
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#Coupons_.26_Gift_Cards | Coupons and Gift Cards]]* notifications settings
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#Appointment_at_Fixed_Time | Appointment at fixed time]]* settings
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#Custom_Domain | Custom Domain]]* settings
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#API | API]]* settings
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#Multiple_Bookings | Multiple bookings]]* settings<br> Edit[[Custom_Features#Group_Bookings | Group bookings]]* settings
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#Clean_History | Clean history]]* settings
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#Client_Login | Client login]]* settings<br> Edit[[Custom_Features#Password_Security_Settings | Strict password]]* settings*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#Any_Employee_Selector | Any employee]] settings*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722;
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#Google_Translate | Google translate]] settings*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#HIPAA | HIPAA]]* settings<br> Edit[[Custom_Features#Google_Authenticator | Google authenticator]]* settings
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(232, 248, 255);  font-weight: bold; padding: 10px; padding-left:30px;" | Settings
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Company information<br>Directory listing<br>Delete account
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Company opening hours
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Providers schedule
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | own only <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Services schedule <br>[[Classes_custom_feature|Classes]]* schedule
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Design settings<br>Booking widgets settings<br>[[Custom_CSS_custom_feature|Custom CSS]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Main configuration <br>Email & SMS settings <br>Custom wording & translations
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|-
 +
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(232, 248, 255);  font-weight: bold; padding: 10px; padding-left:30px;" | Plans&Prices
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View & Buy subscriptions <br>View & Buy additional items <br> See payment history
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; <br>
 +
|}
 +
:<nowiki>*</nowiki> - ''corresponding custom feature should be already enabled by admin.''
 +
<br><br>

Latest revision as of 10:24, 16 August 2024




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:
Add new user path redesigned.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.
Please note! Login is unique for every user. If you delete some user it will not be possible to reuse the same login for another user.
Relate user to providers path.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 redesigned.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



Admin

If you created the system for your company at SimplyBook.me 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.

Viewer

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.

Doorman

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
Dashboard
View charts / Enable custom features −
−
−
Welcome
View page / Change own password / Connect Google Authenticator* ✔
✔
✔
Change own email address −
−
−
Create booking from dashboard ✔
✔
−
Get personal data report link ✔
✔
✔
Calendar
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 −
−
−
Manage
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* −
−
−
Reports
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 		−
−
−
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 		−
−
−
Plans&Prices
View & Buy subscriptions
View & Buy additional items
See payment history 		−
−
−
* - corresponding custom feature should be already enabled by admin.



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