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<languages/>
<div lang="en" dir="ltr" class="mw-content-ltr">
{{#seo:
|title=Setting up providers in SimplyBook.me Appointment scheduler
|description=Add team members and assign roles securely. Manage user access to fit your needs. Click here for the full guide!
|titlemode=append
|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, system users, system users
}}
</div>

<div lang="en" dir="ltr" class="mw-content-ltr">
__FORCETOC__
 
==How to create new system user==
</div>

<div lang="en" dir="ltr" class="mw-content-ltr">
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:
[[File:Add new user path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/3/39/Add_new_user_path_redesigned.png]]
 
:Fill in login, email address, select user level group, set first password, relate with a provider if necessary, add first and last names, phone number.
::'''Please note!''' Login is unique for every user. If you delete some user it will not be possible to reuse the same login for another user.
[[File:Relate user to providers path.png|1200px|border | center|link=https://help.simplybook.me/images/8/8c/Relate_user_to_providers_path.png]]
 
After this, just enable the switch Send login information to user and save the user record. 
The system will automatically send the email with the login credentials according to the template you have set in Settings -> Email and SMS Settings -> New user login notification.
[[File:New user email template redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/b/b4/New_user_email_template_redesigned.png]]
 
Or you can manually send login and password to your users along with the link to your admin page after saving the user.
</div>

<div lang="en" dir="ltr" class="mw-content-ltr">
==User Roles==
</div>

<div lang="en" dir="ltr" class="mw-content-ltr">
 
;'''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.
</div>

<div lang="en" dir="ltr" class="mw-content-ltr">
'''Please note!''' To protect your system from mistakes, we do not allow to delete the default administrator so if he/she should no longer have admin rights, you need to change his/her email and password to limit the access. The second and further admins can be removed.
 
You can relate each user to one or several providers(employees) to allow them to view and/or manage bookings, schedules, etc. depending on their level of access.
 
;'''Senior Employee'''
The Senior employee level allows the users to see the workload of others but they can only make changes to settings that relate to providers. These users do not have access to company configuration settings. Senior employee users are not tied to specific service provider/s. They have full access to all service providers added to the system, allowing them to view, add, edit, change schedules, and delete providers.
 
</div>
<div lang="en" dir="ltr" class="mw-content-ltr">
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_custom_feature|Custom CSS]]
*Marketplace settings
*Widgets generation
''(for more details see table below)''
 
</div>
<div lang="en" dir="ltr" class="mw-content-ltr">
;'''Junior Employee'''
In cases, company has many employees with roles primarily focused on their own tasks, the Junior employee user can be created. This user level grants employees the ability to view their own workload and make modifications to their own schedule and bookings. When creating a Junior employee, the option to select the associated service provider/s is available. Notably, it is possible to connect more than 1 service provider to a Junior employee user, enhancing flexibility and control across various setup scenarios.
The functionality of selecting multiple service providers for Junior employee is particularly advantageous in situations where a team member requires access to specific providers' schedules or several providers connected to [[Multiple Locations custom feature|multiple locations]].
 
Junior employee has access to the following functions:
*Calendar (can manage only own bookings and notes)
*Worktime (can change only own schedules)
*Service providers (can see only associated service provider/s)
''(for more details see table below)'' 
<nowiki>*</nowiki>''On the enterprise level it is possible to hide client contact details from Junior Employees, as well as prohibit editing and cancelling bookings, statuses updates.''
 
</div>
<div lang="en" dir="ltr" class="mw-content-ltr">
'''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.
 
</div>
<div lang="en" dir="ltr" class="mw-content-ltr">
;'''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)'' 
<nowiki>*</nowiki>''On the enterprise level it is possible to hide client contact details from Viewers.''
 
</div>
<div lang="en" dir="ltr" class="mw-content-ltr">
;'''Operator POS'''
This level was created mainly for managing [[Point_of_Sale_custom_feature|POS interface]] and sell services, [[Classes_custom_feature|classes]], [[Packages_custom_feature|packages]], [[Membership_custom_feature|memberships]], [[Products_for_Sale_custom_feature|products]] and [[Service_Add-Ons_custom_feature|add-ons]], 
but also has access to Calendar, Clients, some reports and view only access to [[Membership_custom_feature|Memberships]], [[Coupons_and_Gift_Cards_custom_feature|Coupons&Gift Cards]], Services/[[Classes_custom_feature|Classes]] and Providers.
 
</div>
<div lang="en" dir="ltr" class="mw-content-ltr">
;'''Doorman'''
Only has the ability to validate [[Tickets_custom_feature|Tickets]].
 
;'''Lab tester'''
This access level was created mainly for work with [[Medical_test_custom_feature|Medical Test]] custom feature and validate [[Tickets_custom_feature|tickets]], print test tube labels, update test result statuses and print results.
</div>

<div lang="en" dir="ltr" class="mw-content-ltr">
{| style="width:100%; border: 2px solid black; background-color: rgb(255,255,255); border-collapse: collapse;"
|- style="background-color: rgb(6,173,239);"
! colspan="2" style="font-weight: bold; border-bottom: 2px solid black; padding: 30px; text-transform: uppercase; color: white;" | Options list
! style="text-align: center; font-weight: bold; border-bottom: 2px solid black; text-transform: uppercase; color: white;" | Senior Employee
! style="text-align: center; font-weight: bold; border-bottom: 2px solid black; text-transform: uppercase; color: white;" | Junior Employee
! style="text-align: center; font-weight: bold; border-bottom: 2px solid black; text-transform: uppercase; color: white;" | Viewer
</div>
<div lang="en" dir="ltr" class="mw-content-ltr">
|-
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(232, 248, 255); font-weight: bold; padding: 10px; padding-left:30px;" | Dashboard
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View charts / Enable custom features
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(232, 248, 255); font-weight: bold; padding: 10px; padding-left:30px;" | Welcome
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View page / Change own password / Connect [[Google Authenticator custom feature|Google Authenticator]]*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; 
| style="border-bottom: 1px solid black; text-align: center;" | &#10004; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Change own email address
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Create booking from dashboard
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Get personal data report link
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; 
| style="border-bottom: 1px solid black; text-align: center;" | &#10004; 
|-
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(232, 248, 255); font-weight: bold; padding: 10px; padding-left:30px;" | Calendar
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Different view options
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; 
| style="border-bottom: 1px solid black; text-align: center;" | &#10004; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Export to Excel/PDF
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View & Manage bookings View & Manage calendar notes
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | own only 
| style="border-bottom: 1px solid black; text-align: center;" | view only 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Access [[Custom_Features#Accept_Payments|Transactions]]* Access [[Custom_Features#Approve_Bookings|Pending bookings]]*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Edit booking comments
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; in own bookings
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Edit client info from the booking
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; in own bookings
| style="border-bottom: 1px solid black; text-align: center;" | view only 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Add/Edit [[Custom_Features#SOAP_with_Encryption|SOAP]]notes*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | with correct key 
| style="border-bottom: 1px solid black; text-align: center; " | with correct key own only
| style="border-bottom: 1px solid black; text-align: center;" | with correct key view only
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Update booking [[Custom_Features#Status|statuses]]*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | own only 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Edit [[Custom_Features#Intake_Forms|Intake forms]]* in the bookings Edit [[Products_for_Sale_custom_feature|products for sale]]* in the bookings Edit [[Service_Add-Ons_custom_feature|service add-ons]]* in the bookings
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | own only 
| style="border-bottom: 1px solid black; text-align: center;" | view only 
|-
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(232, 248, 255); font-weight: bold; padding: 10px; padding-left:30px;" | Marketing Suite
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View page & Enable [[Custom Features|custom features]]
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(232, 248, 255); font-weight: bold; padding: 10px; padding-left:30px;" | Manage
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Add/Edit/Change schedule/Delete services
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Add/Edit/Change schedule/Delete providers
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | own and existing only 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Add/Edit/[[Custom_Features#Client_Login|Merge]]*/Delete clients
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete users
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Add/Edit/Change schedule/Delete [[Custom_Features#Classes|classes]]*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Packages_custom_feature|packages]]* View/Add/Edit/Delete [[Custom_Features#Membership |memberships]]* View/Add/Edit/Delete [[Custom_Features#Coupons_.26_Gift_Cards |coupons and gift cards]]*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Custom_Features#Service_Add-ons |service add-ons]]* View/Add/Edit/Delete [[Custom_Features#Products_for_Sale |products for sale]]* View/Add/Edit/Delete [[Related_Resources_custom_feature|related resources]]*
</div>
<div lang="en" dir="ltr" class="mw-content-ltr">
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Custom_Features#Intake_Forms |intake forms]]* View/Add/Edit/Delete [[Client_Fields_Custom_Feature|client fields]]*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[News_custom_feature|news]]* View/Add/Edit/Delete [[Custom_Page_custom_feature|custom pages]]*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Status_custom_feature|statuses]]*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Flexible_Notifications_custom_feature|flexible notifications]]* View/Add/Edit/Delete [[Book_Soon_Notification_System_custom_feature|book soon reminders]]*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Calendar_Notes|calendar notes types]]
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | view only 
| style="border-bottom: 1px solid black; text-align: center;" | view only 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Update [[Calendar_Sync_custom_feature|calendar sync]]*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | own only 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Connect own tool for [[Online_Video_Meetings_Custom_Feature|online video meetings]]*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Accept_payments_custom_feature#How_to_add_tax_to_services|taxes]]*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(232, 248, 255); font-weight: bold; padding: 10px; padding-left:30px;" | Reports
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View [[Accept_payments_custom_feature|sales]]* report
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Export/Send email/Mass cancel in booking details report
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Accept/Delete [[Custom_Features#Accept_Payments |payment transactions]]* View/Approve/Decline [[Approve_Bookings_custom_feature|pending]]* bookings
</div> 
<div lang="en" dir="ltr" class="mw-content-ltr">
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View [[Custom_Features#Accept_Payments |sales & tax report]]*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Export [[Online_Video_Meetings_Custom_Feature |online video meetings]]* report
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Export/Send email from client report
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Export [[Classes_custom_feature|classes]]* bookings
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Export [[Membership custom feature|membership payments]]* View/Export [[Packages_custom_feature|issued packages]]* View/Export [[Coupons_and_Gift_Cards_custom_feature|issued coupons]]*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Export/Print [[Tickets_custom_feature|tickets]]* report
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View [[Calendar_Notes|calendar notes]] report
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | view only 
| style="border-bottom: 1px solid black; text-align: center;" | view only 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Export SMS report View/Export/Reply to [[Contact Widget custom feature|contact messages]]*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Export/Delete reviews & add/edit answers
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Export [[Client_mobile_app|client app]]* reports
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View [[Vaccination_report_custom_feature|vaccination]]* report
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View [[Booking_reports#Personal_data_reports|personal data]] reports
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | own only 
| style="border-bottom: 1px solid black; text-align: center; " | own only 
| style="border-bottom: 1px solid black; text-align: center;" | own only 
|-
| 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
</div>
<div lang="en" dir="ltr" class="mw-content-ltr">
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View page/Enable/Disable custom features
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#Accept_Payments | Accept payments]]* settings
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Change[[Custom_Features#Intake_Forms | Intake forms]]* export settings
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " |&#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| 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; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Set bookings[[Custom_Features#Limit_Bookings | limits for services]]*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| 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; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| 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; 
| style="border-bottom: 1px solid black; text-align: center; " | view the list only
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Edit [[Custom_Features#Daily_Report | Daily report]]* settings Edit [[Custom_Features#Google_Adwords_and_Analytics |Google Adwords&Analytics]]* settings
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Add/delete images in[[Custom_Features#Photo_Gallery | Photo gallery]]* Connect account in[[Custom_Features#Instagram_Photo_Sharing | Instagram gallery]]*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" |&#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#SMTP | SMTP]]* settings Edit[[Custom_Features#SMS_Gateway | SMS Gateway]]* settings
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#Terms_and_Conditions | Terms and Conditions]]* Edit[[Custom_Features#Cancellation_Policy | Cancellation policy]]* settings
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#Coupons_.26_Gift_Cards | Coupons and Gift Cards]]* notifications settings
</div>
<div lang="en" dir="ltr" class="mw-content-ltr">
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#Appointment_at_Fixed_Time | Appointment at fixed time]]* settings
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#Custom_Domain | Custom Domain]]* settings
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#API | API]]* settings
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#Multiple_Bookings | Multiple bookings]]* settings Edit[[Custom_Features#Group_Bookings | Group bookings]]* settings
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#Clean_History | Clean history]]* settings
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#Client_Login | Client login]]* settings Edit[[Custom_Features#Password_Security_Settings | Strict password]]* settings*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#Any_Employee_Selector | Any employee]] settings*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722;
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#Google_Translate | Google translate]] settings*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Edit[[Custom_Features#HIPAA | HIPAA]]* settings Edit[[Custom_Features#Google_Authenticator | Google authenticator]]* settings
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(232, 248, 255); font-weight: bold; padding: 10px; padding-left:30px;" | Settings
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Company information Directory listing Delete account
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Company opening hours
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Providers schedule
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | own only 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Services schedule [[Classes_custom_feature|Classes]]* schedule
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Design settings Booking widgets settings [[Custom_CSS_custom_feature|Custom CSS]]*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Main configuration Email & SMS settings Custom wording & translations
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|-
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(232, 248, 255); font-weight: bold; padding: 10px; padding-left:30px;" | Plans&Prices
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View & Buy subscriptions View & Buy additional items See payment history
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#8722; 
| style="border-bottom: 1px solid black; text-align: center; " | &#8722; 
| style="border-bottom: 1px solid black; text-align: center;" | &#8722; 
|}
:<nowiki>*</nowiki> - ''corresponding custom feature should be already enabled by admin.''
 
</div>