Roles and who can do what Reference
Everyone in a business has one role. “The front desk” means the Administrator and the Operators.
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Dr. Elena RaduAdminActive
Dr. Mihai PopStaff ▾
Ioana StanOperator ▾Active
The three roles
- Administrator
- The owner. Sees everything, including the Dashboard and Settings. Part of the front desk, and can take appointments.
- Operator
- The front desk. Books and manages everyone's appointments and handles requests. Never takes appointments and has no Services page.
- Staff
- The providers. See everyone's calendar and manage their own appointments. Never see requests.
Who can do what
- See anyone's calendar and previews
- Everyone
- Search, open and add clients
- Everyone
- Book from the calendar
- The front desk, for anyone. Staff, for themselves
- Change an appointment or its status
- The front desk, any appointment. Staff, their own
- See and handle online requests
- The front desk only
- Archive and restore clients
- The front desk only
- Delete clients and files
- The Administrator only
- Settings and the Dashboard
- The Administrator only
- Invite and remove people
- The owner only
When something says View only
Staff see a colleague's appointments as View only: no editing and no status change; ask the front desk. Anyone sees View only while a colleague is editing the same appointment; it opens up once they close it.
Good to know
- No Operator on your team? Then only the Administrator sees and handles online requests. Plan a moment in the day for them, or invite your receptionist as an Operator.
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