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Adding other users to the system


How to create new system user

You can create a separate user for the person who needs to access your admin page in Manage//Users 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


If you created the system for your company at 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'


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)

Operator POS

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


Only has the ability to validate Tickets.

Options list Senior Employee Junior Employee Viewer
View page

Enable custom features

Go to Plans&Prices

View page

Change password

Change email

Create booking from dashboard

Go to plugins page

Get personal data report link

Different view options

Export to Excel/PDF

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
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

View insights*

View/Export to Excel/Send email from booking details 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

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*



Custom translations

System users


Company basic information

Company opening hours and special days

Company directory listing

Delete account

Design section

Create website widgets

View/Buy subscriptions

View/Buy additional items

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