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

From SimplyBook.me
Line 69: Line 69:
 
''(for more details see table below)''
 
''(for more details see table below)''
 
<br><br>
 
<br><br>
 +
  
 
{| style="width:100%; border: 2px solid black; background-color: rgb(255,255,255); border-collapse: collapse;"
 
{| style="width:100%; border: 2px solid black; background-color: rgb(255,255,255); border-collapse: collapse;"
Line 77: Line 78:
 
! style="text-align: center; font-weight: bold; border-bottom: 2px solid black; text-transform: uppercase;" | Viewer
 
! style="text-align: center; font-weight: bold; border-bottom: 2px solid black; text-transform: uppercase;" | 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;" | Bookings
+
| 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: 25%;" |
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;" | View Bookings
+
| style="border-bottom: 1px solid black;" | View page
−
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>(all providers')
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
−
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; <br>(own only)
+
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
−
| style="border-bottom: 1px solid black; text-align: center;" | &#10004; <br>(all providers')
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;height: 60px;" | Create/Edit/Cancel bookings
+
| style="border-bottom: 1px solid black;" | Enable custom features
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(own only)
+
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black; height: 60px;" | Export bookings
+
| style="border-bottom: 1px solid black;" | Go to Plans&Prices
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <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="border-bottom: 1px solid black; height: 60px;" | Add breaktimes
 
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(own schedule)
 
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black; height: 60px;" | [[Custom_Features#Status | Update booking statuses*]]
+
| style="border-bottom: 1px solid black;" | View page
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
+
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#10004; <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black; height: 60px;" | Add comments to bookings
+
| style="border-bottom: 1px solid black;" | Change password
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
+
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
+
| 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;" | Managing the services
+
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Change email
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 
|-
 
|-
−
| style="padding-left:30px;" | View:
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black; height: 60px;" | Services
+
| style="border-bottom: 1px solid black;" | Create booking from dashboard
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
+
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black; height: 60px;" | Providers
+
| style="border-bottom: 1px solid black;" | Go to plugins page
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(own details)
+
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black; height: 60px;" | [[Custom_Features#Multiple_Locations | Locations*]]
+
| style="border-bottom: 1px solid black;" | Get personal data report link
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;<br>(related to this provider)
+
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| 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="border-bottom: 1px solid black; height: 60px;" | [[Custom_Features#Service_Categories | Categories*]]
 
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black; height: 60px;" | [[Custom_Features#Membership | Memberships*]]
+
| style="border-bottom: 1px solid black;" | Different view options
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#10004; <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#Rewards_and_Referrals | Rewards and Referrals*]]
+
| style="border-bottom: 1px solid black;" | Export to Excel/PDF
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 
|-
 
|-
−
| style="padding-left:30px;" | Create/Edit/Delete:
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;height:60px;" | Services
+
| style="border-bottom: 1px solid black;" | Add breaktime
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; <br>for selected provider only
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;height:60px;" | Providers
+
| style="border-bottom: 1px solid black;" | Manage bookings
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(edit own information)
+
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; <br>own only
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#Multiple_Locations | Locations*]]
+
| style="border-bottom: 1px solid black;" | [[Custom_Features#Accept_Payments | Transactions]]*/[[Custom_Features#Approve_Bookings | Pending bookings]]*
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(unattach own provider only)
+
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;height:60px;" | [[Custom_Features#Service_Categories | Categories*]]
+
| style="border-bottom: 1px solid black;" | Create/Edit/Cancel bookings
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; <br>own only
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;height:60px;" | [[Custom_Features#Membership | Memberships*]]
+
| style="border-bottom: 1px solid black;" | Edit booking comment
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; <br>in own bookings
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#10004; <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;height:60px;" | [[Custom_Features#Rewards_and_Referrals | Rewards and Referrals*]]
+
| style="border-bottom: 1px solid black;" | Edit client info from the booking
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; <br>in own bookings
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | view only <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;height: 60px;" | Connect providers to services/locations
+
| style="border-bottom: 1px solid black;" | Add/Edit [[Custom_Features#SOAP_with_Encryption | SOAP with encryption]] comments*
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | with correct key <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center; " | with correct key <br>own only
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | read only<br>with correct key
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;height: 60px;" | Connect services to providers/categories/memberships
+
| style="border-bottom: 1px solid black;" | Update booking [[Custom_Features#Status | statuses]]*
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center; " | own only <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <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;" | Time settings related
+
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[Custom_Features#Intake_Forms | Intake forms]]* 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;" | Manage
−
| style="border-bottom: 1px solid black;height: 60px;" | Edit schedules
 
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(all providers')
 
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(own only)
 
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 
 
|-
 
|-
−
| 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 related
+
| 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; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#Calendar_Sync | Calendar Sync*]]
+
| style="border-bottom: 1px solid black;" | View/Add/Edit/Change schedule/Delete providers
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(connect calendars)
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(connect own calendar)
+
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; <br>only view/edit/change schedule for own only
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#Provider.27s_Color_Coding | Provider color coding*]]
+
| style="border-bottom: 1px solid black;" | View/Add/Edit/Change schedule/Delete [[Custom_Features#Classes | classes]]*
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(set color per provider)
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(set color per connected provider)
+
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#Limit_Bookings | Limit bookings*]]
+
| style="border-bottom: 1px solid black;" | View/Add/Edit/[[Custom_Features#Client_Login |Merge]]*/Delete clients
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;<br>(update limits per service)
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#Intake_Forms | Intake forms*]]
+
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete users
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(create/edit/delete)
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#Status | Status*]]
+
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Custom_Features#Intake_Forms | intake forms]]*
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;<br>(create/edit/delete)
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#Approve_Bookings | Approve bookings*]]
+
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Custom_Features#Membership | memberships]]*
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(approve/decline bookings)
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(approve/decline bookings)
+
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#Book_Soon_Notification_System | Book Soon notifications*]]
+
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Custom_Features#Rewards_and_Referrals | rewards and referrals]]*
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(create/edit/delete)
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#News | News*]]
+
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Custom_Features#Coupons_.26_Gift_Cards | coupons and gift cards]]*
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(create/edit/delete)
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#Flexible_Notifications | Flexible Notifications*]]
+
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Custom_Features#Products_for_Sale | products for sale]]*
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(create/edit/delete)
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Custom_Features#Service_Add-ons | service add-ons]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <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;" | Time settings
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Edit company weekly and special days schedules
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Edit provider weekly and special days schedules
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; <br>own only
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Edit service weekly and special days schedules
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Edit [[Custom_Features#Classes | class]] weekly and special days schedules
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <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
 
| 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;height: 60px;" | Detailed report
+
| style="border-bottom: 1px solid black;" | View [[Custom_Features#Insights | insights]]*
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;  
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Export to Excel/Send email from detailed report
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Export to Excel/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; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Export to Excel from SMS report
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Delete reviews and 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; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Approve/Cancel bookings in [[Custom_Features#Accept_Payments | payment transactions]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Approve/Cancel/Export to Excel [[Custom_Features#Membership | membership payments]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <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;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[Custom_Features#Accept_Payments | Accept payments]]* settings
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[Custom_Features#Intake_Forms | Intake forms]]* export settings
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Edit [[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; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <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; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Edit [[Custom_Features#Book_Soon_Notification_System | Book soon]]* feature settings
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Edit [[Custom_Features#Flexible_Notifications | Flexible notifications]]* settings
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[Custom_Features#Custom_CSS | Custom CSS]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Custom_Features#Membership | memberships]] and view reports*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Edit [[Custom_Features#Calendar_Sync | calendar sync]] settings*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; <br>own only
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Custom_Features#News | news]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Set [[Custom_Features#Limit_Bookings | limit for services]] and view common settings*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <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; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <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; " | &#9932; <br>can see the list
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Custom_Features#Products_for_Sale | products for sale]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Custom_Features#Service_Add-ons | service add-ons]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[Custom_Features#Daily_Report | Daily report]]* settings
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[Custom_Features#Photo_Gallery | Photo gallery]]* settings(add/delete images)
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Connect account in [[Custom_Features#Instagram_Photo_Sharing | Instagram gallery]]*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[Custom_Features#SMTP | SMTP]]* settings
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[Custom_Features#Terms_and_Conditions | Terms and Conditions]]* settings
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[Custom_Features#Cancellation_Policy | Cancellation policy]]* settings
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[Custom_Features#Rewards_and_Referrals | Rewards an Referrals]]* settings<br>Settings/Rewards/Message log/Statistics
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[Custom_Features#Coupons_.26_Gift_Cards | Coupons and Gift Cards]]* settings<br>Notifications/Reports
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[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; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[Custom_Features#SMS_Gateway | SMS Gateway]] settings*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[Custom_Features#Custom_Domain | Custom Domain]] settings*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[Custom_Features#Facebook_Bot | Facebook bot]] settings*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[Custom_Features#API | API]] settings*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[Custom_Features#Google_Adwords_and_Analytics | Google Adwords&Analytics]] settings*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[Custom_Features#Multiple_Bookings | Multiple bookings]] settings*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[Custom_Features#Group_Bookings | Group bookings]] settings*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[Custom_Features#Clean_History | Clean history]] settings*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[Custom_Features#Client_Login | Client login]] settings*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[Custom_Features#Any_Employee_Selector | Any employee]] settings*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>via direct link only
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[Custom_Features#Password_Security_Settings | Strict password]] settings*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[Custom_Features#Google_Translate | Google translate]] settings*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[Custom_Features#Voice_Bookings | Voice bookings]] settings*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[Custom_Features#HIPAA | HIPAA]] settings*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | [[Custom_Features#Google_Authenticator | Google authenticator]] settings*
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <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;" | Configuration
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Email&SMS
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Custom translations
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | System users
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 +
|-
 +
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Clients
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;height: 60px;" | Client report
+
| style="border-bottom: 1px solid black;" | Company basic information
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;  
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;height: 60px;" | SMS report
+
| style="border-bottom: 1px solid black;" | Company opening hours and special days
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;  
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;height: 60px;" | Reviews(reply/delete)
+
| style="border-bottom: 1px solid black;" | Company directory listing
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;  
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#Accept_Payments | Payment transactions(view/approve)*]]
+
| style="border-bottom: 1px solid black;" | Delete account
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;  
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#Membership | Membership payments(view/approve)*]]
+
| style="border-bottom: 1px solid black;" | Design section
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;  
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <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;" | Account information related
+
| style="width: 20%;" |
 +
| style="border-bottom: 1px solid black;" | Create website widgets<br>iFrame/buttons/Facebook
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <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="border-bottom: 1px solid black;height: 60px;" | Change own password
 
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;  
 
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;height: 60px;" | See subscription details
+
| style="border-bottom: 1px solid black;" | View/Buy subscriptions
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;  
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;  
+
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;  
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 
|-
 
|-
−
|
+
| style="width: 20%;" |
−
| style="border-bottom: 1px solid black;height: 60px;" | See top-menu notifications
+
| style="border-bottom: 1px solid black;" | View/Buy additional items
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;  
+
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;  
+
| style="border-bottom: 1px solid black; text-align: center; " | &#9932; <br>
−
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;  
+
| style="border-bottom: 1px solid black; text-align: center;" | &#9932; <br>
 
|}
 
|}
 
:<nowiki>*</nowiki> - ''corresponding custom feature should be already enabled by admin.''
 
:<nowiki>*</nowiki> - ''corresponding custom feature should be already enabled by admin.''
 
<br><br>
 
<br><br>

Revision as of 07:45, 7 February 2019




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 section and assign the corresponding rights to that user.
See the list of available user roles below.

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



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



After this, just send login and password for your users along with the link to your admin page.


User Roles

User roles descr new.png



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 to delete administrators so if someone should no longer have admin rights, you need to change his/her email and 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 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
  • Worktime managing
  • Information and address
  • Homepage content managing
  • Design
  • Custom CSS
  • Directory settings
  • Widgets

(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 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)

(for more details see table below)

Remark: If a 'Junior employee' user is not assigned to any employee then his level of access will be automatically downgraded to 'Viewer'


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 Viewers:

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

(for more details see table below)


Options list Senior Employee Junior Employee Viewer
Dashboard
View page ⛌
⛌
⛌
Enable custom features ⛌
⛌
⛌
Go to Plans&Prices ⛌
⛌
⛌
Welcome
View page ✔
✔
✔
Change password ✔
✔
✔
Change email ⛌
⛌
⛌
Create booking from dashboard ✔
✔
⛌
Go to plugins page ⛌
⛌
⛌
Get personal data report link ✔
✔
✔
Calendar
Different view options ✔
✔
✔
Export to Excel/PDF ✔
⛌
⛌
Add breaktime ✔
✔
for selected provider only 		⛌
Manage bookings ✔
✔
own only 		⛌
Transactions*/ Pending bookings* ✔
⛌
⛌
Create/Edit/Cancel bookings ✔
✔
own only 		⛌
Edit booking comment ✔
✔
in own bookings 		✔
Edit client info from the booking ✔
✔
in own bookings 		view only
Add/Edit SOAP with encryption comments* with correct key
with correct key
own only 		read only
with correct key
Update booking statuses* ✔
own only
⛌
Intake forms* in the bookings ✔
own only
view only
Manage
View/Add/Edit/Change schedule/Delete services ✔
⛌
⛌
View/Add/Edit/Change schedule/Delete providers ✔
✔
only view/edit/change schedule for own only 		⛌
View/Add/Edit/Change schedule/Delete classes* ✔
⛌
⛌
View/Add/Edit/Merge*/Delete clients ✔
⛌
⛌
View/Add/Edit/Delete users ⛌
⛌
⛌
View/Add/Edit/Delete intake forms* ✔
⛌
⛌
View/Add/Edit/Delete memberships* ✔
⛌
⛌
View/Add/Edit/Delete rewards and referrals* ✔
⛌
⛌
View/Add/Edit/Delete coupons and gift cards* ✔
⛌
⛌
View/Add/Edit/Delete products for sale* ✔
⛌
⛌
View/Add/Edit/Delete service add-ons* ✔
⛌
⛌
Time settings
View/Edit company weekly and special days schedules ⛌
⛌
⛌
View/Edit provider weekly and special days schedules ✔
✔
own only 		⛌
View/Edit service weekly and special days schedules ✔
⛌
⛌
View/Edit class weekly and special days schedules ✔
⛌
⛌
Reports
View insights* ⛌
⛌
⛌
View/Export to Excel/Send email from detailed report ✔
⛌
⛌
View/Export to Excel/Send email from client report ✔
⛌
⛌
View/Export to Excel from SMS report ✔
⛌
⛌
View/Delete reviews and add/edit answers ✔
⛌
⛌
View/Approve/Cancel bookings in payment transactions* ✔
⛌
⛌
View/Approve/Cancel/Export to Excel membership payments* ✔
⛌
⛌
Custom Features
View page/Enable/Disable custom features ⛌
⛌
⛌
Accept payments* settings ⛌
⛌
⛌
Intake forms* export settings ⛌
⛌
⛌
View/Edit Statuses* ✔
⛌
⛌
Set color for provider with Provider color coding* ✔
⛌
⛌
View/Edit Book soon* feature settings ✔
⛌
⛌
View/Edit Flexible notifications* settings ✔
⛌
⛌
Custom CSS* ⛌
⛌
⛌
View/Add/Edit/Delete memberships and view reports* ✔
⛌
⛌
View/Edit calendar sync settings* ✔
✔
own only 		⛌
View/Add/Edit/Delete news* ✔
⛌
⛌
Set limit for services and view common settings* ✔
⛌
⛌
View/Add/Edit/Delete service categories* ✔
⛌
⛌
View/Add/Edit/Delete locations* ✔
⛌
can see the list 		⛌
View/Add/Edit/Delete products for sale* ✔
⛌
⛌
View/Add/Edit/Delete service add-ons* ✔
⛌
⛌
Daily report* settings ⛌
⛌
⛌
Photo gallery* settings(add/delete images) ⛌
⛌
⛌
Connect account in Instagram gallery* ⛌
⛌
⛌
SMTP* settings ⛌
⛌
⛌
Terms and Conditions* settings ⛌
⛌
⛌
Cancellation policy* settings ⛌
⛌
⛌
Rewards an Referrals* settings
Settings/Rewards/Message log/Statistics 		✔
⛌
⛌
Coupons and Gift Cards* settings
Notifications/Reports 		✔
⛌
⛌
Appointment at fixed time settings* ✔
⛌
⛌
SMS Gateway settings* ⛌
⛌
⛌
Custom Domain settings* ⛌
⛌
⛌
Facebook bot settings* ⛌
⛌
⛌
API settings* ⛌
⛌
⛌
Google Adwords&Analytics settings* ⛌
⛌
⛌
Multiple bookings settings* ⛌
⛌
⛌
Group bookings settings* ⛌
⛌
⛌
Clean history settings* ⛌
⛌
⛌
Client login settings* ⛌
⛌
⛌
Any employee settings* ✔
via direct link only 		⛌
⛌
Strict password settings* ⛌
⛌
⛌
Google translate settings* ⛌
⛌
⛌
Voice bookings settings* ⛌
⛌
⛌
HIPAA settings* ⛌
⛌
⛌
Google authenticator settings* ⛌
⛌
⛌
Settings
Configuration ⛌
⛌
⛌
Email&SMS ⛌
⛌
⛌
Custom translations ⛌
⛌
⛌
System users ⛌
⛌
⛌
Clients ✔
⛌
⛌
Company basic information ⛌
⛌
⛌
Company opening hours and special days ⛌
⛌
⛌
Company directory listing ⛌
⛌
⛌
Delete account ⛌
⛌
⛌
Design section ⛌
⛌
⛌
Create website widgets
iFrame/buttons/Facebook 		⛌
⛌
⛌
Plans&Prices
View/Buy subscriptions ⛌
⛌
⛌
View/Buy additional items ⛌
⛌
⛌
* - corresponding custom feature should be already enabled by admin.



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