Difference between revisions of "Adding other users to the system"
Line 92: | Line 92: | ||
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| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View | + | | style="border-bottom: 1px solid black;" | View charts / Enable custom features |
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| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 112: | Line 100: | ||
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| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View page | + | | 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;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; " | ✔ <br> | ||
Line 118: | Line 106: | ||
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| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | Change | + | | style="border-bottom: 1px solid black;" | Change own email address |
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| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
− | | style="border-bottom: 1px solid black; text-align: center;" | − <br> | + | | style="border-bottom: 1px solid black; text-align: center;" | − <br> |
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
Line 133: | Line 115: | ||
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; " | ✔ <br> | ||
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| style="border-bottom: 1px solid black; text-align: center;" | − <br> | | style="border-bottom: 1px solid black; text-align: center;" | − <br> | ||
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Line 162: | Line 138: | ||
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| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | Manage bookings | + | | 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;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
− | | style="border-bottom: 1px solid black; text-align: center; " | | + | | style="border-bottom: 1px solid black; text-align: center; " | own only<br> |
− | | style="border-bottom: 1px solid black; text-align: center;" | | + | | style="border-bottom: 1px solid black; text-align: center;" | view only<br> |
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | [[Custom_Features#Accept_Payments | Transactions]]* | + | | 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;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 174: | Line 150: | ||
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| style="width: 20%;" | | | style="width: 20%;" | | ||
− | + | | style="border-bottom: 1px solid black;" | Edit booking comments | |
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− | | style="border-bottom: 1px solid black;" | Edit booking | ||
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | ✔ <br>in own bookings | | style="border-bottom: 1px solid black; text-align: center; " | ✔ <br>in own bookings | ||
Line 188: | Line 158: | ||
| style="border-bottom: 1px solid black;" | Edit client info from the booking | | style="border-bottom: 1px solid black;" | Edit client info from the booking | ||
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
− | | style="border-bottom: 1px solid black; text-align: center; " | ✔ <br>in own bookings | + | | style="border-bottom: 1px solid black; text-align: center; " | ✔<br>in own bookings |
− | | 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="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | Add/Edit [[Custom_Features#SOAP_with_Encryption | SOAP | + | | 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; 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>own only | ||
− | | style="border-bottom: 1px solid black; text-align: center;" | with correct key<br> | + | | style="border-bottom: 1px solid black; text-align: center;" | with correct key<br>view only |
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | Update booking [[Custom_Features#Status | statuses]]* | + | | style="border-bottom: 1px solid black;" | Update booking [[Custom_Features#Status|statuses]]* |
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <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> | ||
Line 204: | Line 174: | ||
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| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | [[Custom_Features#Intake_Forms | Intake forms]]* in the bookings | + | | 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;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <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> | ||
| style="border-bottom: 1px solid black; text-align: center;" | view 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;" | − <br> | ||
+ | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
+ | | style="border-bottom: 1px solid black; text-align: center;" | − <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 | | 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 | ||
Line 220: | Line 198: | ||
| style="border-bottom: 1px solid black;" | View/Add/Edit/Change schedule/Delete providers | | style="border-bottom: 1px solid black;" | View/Add/Edit/Change schedule/Delete providers | ||
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
− | | style="border-bottom: 1px solid black; text-align: center; " | | + | | style="border-bottom: 1px solid black; text-align: center; " | own and existing only <br> |
| style="border-bottom: 1px solid black; text-align: center;" | − <br> | | style="border-bottom: 1px solid black; text-align: center;" | − <br> | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View/Add/Edit/ | + | | 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;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 230: | Line 208: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View/Add/Edit | + | | style="border-bottom: 1px solid black;" | View/Add/Edit/Delete users |
− | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &# | + | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> |
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
| style="border-bottom: 1px solid black; text-align: center;" | − <br> | | style="border-bottom: 1px solid black; text-align: center;" | − <br> | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View/Add/Edit/Delete | + | | 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;" | &# | + | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> |
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
| style="border-bottom: 1px solid black; text-align: center;" | − <br> | | style="border-bottom: 1px solid black; text-align: center;" | − <br> | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Custom_Features# | + | | 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;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 248: | Line 226: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Custom_Features# | + | | 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;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 254: | Line 232: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[ | + | | 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;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 260: | Line 238: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[ | + | | 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;" | &# | + | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> |
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
| style="border-bottom: 1px solid black; text-align: center;" | − <br> | | style="border-bottom: 1px solid black; text-align: center;" | − <br> | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[ | + | | 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;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 272: | Line 250: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[ | + | | 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;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
| style="border-bottom: 1px solid black; text-align: center;" | − <br> | | style="border-bottom: 1px solid black; text-align: center;" | − <br> | ||
− | |||
− | |||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View/Edit | + | | 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;" | &# | + | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> |
− | | style="border-bottom: 1px solid black; text-align: center; " | | + | | style="border-bottom: 1px solid black; text-align: center; " | view only <br> |
− | | style="border-bottom: 1px solid black; text-align: center;" | | + | | style="border-bottom: 1px solid black; text-align: center;" | view only <br> |
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View/ | + | | 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;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
− | | style="border-bottom: 1px solid black; text-align: center; " | | + | | style="border-bottom: 1px solid black; text-align: center; " | own only <br> |
| style="border-bottom: 1px solid black; text-align: center;" | − <br> | | style="border-bottom: 1px solid black; text-align: center;" | − <br> | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | | + | | 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;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
− | | style="border-bottom: 1px solid black; text-align: center; " | &# | + | | style="border-bottom: 1px solid black; text-align: center; " | ✔ <br> |
| style="border-bottom: 1px solid black; text-align: center;" | − <br> | | style="border-bottom: 1px solid black; text-align: center;" | − <br> | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View/Edit [[ | + | | 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;" | &# | + | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> |
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
| style="border-bottom: 1px solid black; text-align: center;" | − <br> | | style="border-bottom: 1px solid black; text-align: center;" | − <br> | ||
Line 306: | Line 282: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View [[ | + | | style="border-bottom: 1px solid black;" | View [[Accept_payments_custom_feature|sales]]* report |
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 312: | Line 288: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View/Export | + | | 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;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 318: | Line 294: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View/ | + | | 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;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 324: | Line 300: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View | + | | 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;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 330: | Line 306: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View/ | + | | 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;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 336: | Line 312: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View/ | + | | style="border-bottom: 1px solid black;" | View/Export/Send email from client report |
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 342: | Line 318: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View | + | | style="border-bottom: 1px solid black;" | View/Export [[Classes_custom_feature|classes]]* bookings |
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
| style="border-bottom: 1px solid black; text-align: center;" | − <br> | | style="border-bottom: 1px solid black; text-align: center;" | − <br> | ||
− | |||
− | |||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View | + | | 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;" | &# | + | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> |
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
| style="border-bottom: 1px solid black; text-align: center;" | − <br> | | style="border-bottom: 1px solid black; text-align: center;" | − <br> | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | [[ | + | | 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;" | &# | + | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> |
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
| style="border-bottom: 1px solid black; text-align: center;" | − <br> | | style="border-bottom: 1px solid black; text-align: center;" | − <br> | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | [[ | + | | style="border-bottom: 1px solid black;" | View [[Calendar_Notes|calendar notes]] report |
− | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &# | + | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> |
− | | style="border-bottom: 1px solid black; text-align: center; " | | + | | style="border-bottom: 1px solid black; text-align: center; " | view only <br> |
− | | style="border-bottom: 1px solid black; text-align: center;" | | + | | style="border-bottom: 1px solid black; text-align: center;" | view only <br> |
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View/ | + | | 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;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 374: | Line 348: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | | + | | style="border-bottom: 1px solid black;" | View/Export/Delete reviews & add/edit answers |
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 380: | Line 354: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View/ | + | | 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;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 386: | Line 360: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View | + | | style="border-bottom: 1px solid black;" | View [[Vaccination_report_custom_feature|vaccination]]* report |
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 392: | Line 366: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | [[ | + | | 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;" | | + | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | own only <br> |
− | | style="border-bottom: 1px solid black; text-align: center; " | | + | | style="border-bottom: 1px solid black; text-align: center; " | own only <br> |
− | | style="border-bottom: 1px solid black; text-align: center;" | | + | | 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="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View/ | + | | style="border-bottom: 1px solid black;" | View page/Enable/Disable custom features |
− | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &# | + | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> |
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
| style="border-bottom: 1px solid black; text-align: center;" | − <br> | | style="border-bottom: 1px solid black; text-align: center;" | − <br> | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | | + | | 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;" | &# | + | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> |
− | | style="border-bottom: 1px solid black; text-align: center; " | &# | + | | style="border-bottom: 1px solid black; text-align: center; " | − <br> |
| style="border-bottom: 1px solid black; text-align: center;" | − <br> | | style="border-bottom: 1px solid black; text-align: center;" | − <br> | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | | + | | 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;" | − <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> | ||
− | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | + | | style="border-bottom: 1px solid black; text-align: center; " |− <br> |
| style="border-bottom: 1px solid black; text-align: center;" | − <br> | | style="border-bottom: 1px solid black; text-align: center;" | − <br> | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | Set [[Custom_Features# | + | | 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;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 422: | Line 398: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | | + | | 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;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 428: | Line 404: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Custom_Features# | + | | 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;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 440: | Line 410: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Custom_Features# | + | | 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;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
− | | style="border-bottom: 1px solid black; text-align: center; " | | + | | style="border-bottom: 1px solid black; text-align: center; " | view the list only |
| style="border-bottom: 1px solid black; text-align: center;" | − <br> | | style="border-bottom: 1px solid black; text-align: center;" | − <br> | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | [[Custom_Features#Daily_Report | Daily report]]* settings | + | | 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;" | − <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 452: | Line 422: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | [[Custom_Features#Photo_Gallery | Photo gallery]]* | + | | 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;" | − <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 458: | Line 428: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | | + | | 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;" | − <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 470: | Line 434: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | [[Custom_Features#Terms_and_Conditions | Terms and Conditions]]* settings | + | | 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;" | − <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 476: | Line 440: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | [[Custom_Features# | + | | 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;" | − <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 482: | Line 446: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | | + | | 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;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 500: | Line 452: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | | + | | 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;" | − <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 518: | Line 458: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | [[Custom_Features# | + | | style="border-bottom: 1px solid black;" | Edit[[Custom_Features#API | API]]* settings |
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 530: | Line 464: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | [[Custom_Features#Group_Bookings | Group bookings]] settings | + | | 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;" | − <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 536: | Line 470: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | [[Custom_Features#Clean_History | Clean history]] settings | + | | 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;" | − <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 542: | Line 476: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | [[Custom_Features#Client_Login | Client login]] settings* | + | | 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;" | − <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 548: | Line 482: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | [[Custom_Features#Any_Employee_Selector | Any employee]] settings* | + | | 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;" | − | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 554: | Line 488: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | | + | | 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;" | − <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 566: | Line 494: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | [[Custom_Features#HIPAA | HIPAA]] settings | + | | 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;" | − <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 580: | Line 502: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | | + | | 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;" | − <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 586: | Line 508: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | | + | | style="border-bottom: 1px solid black;" | Company opening hours |
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br> | ||
Line 592: | Line 514: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | | + | | style="border-bottom: 1px solid black;" | Providers schedule |
− | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &# | + | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> |
− | | style="border-bottom: 1px solid black; text-align: center; " | | + | | style="border-bottom: 1px solid black; text-align: center; " | own only <br> |
| style="border-bottom: 1px solid black; text-align: center;" | − <br> | | style="border-bottom: 1px solid black; text-align: center;" | − <br> | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
− | | style="border-bottom: 1px solid black;" | | + | | 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;" | ✔ <br> | |
− | |||
− | |||
− | |||
− | |||
− | |||
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− | | style="border-bottom: 1px solid black;" | Design | + | | style="border-bottom: 1px solid black;" | Design settings<br>Booking widgets settings<br>[[Custom_CSS_custom_feature|Custom CSS]]* |
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Revision as of 11:47, 25 August 2021
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:
- 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.
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.
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.
- 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.
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
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 list of functions accessible to Junior employee:
- Calendar (can manage only own bookings and notes)
- Worktime (can change only own schedules)
- Service providers (can see only himself)
(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.