Staff can do the daily work by default. Use permissions to decide who may also touch money, reports or deletions, so a new hire cannot accidentally refund a booking.
- Click Business → Staff.
- Press Edit beside a staff member.
- Tick what they may do besides the daily work:
- Mark bookings paid and send payment links (on by default)
- Cancel bookings (on by default)
- See Reports (money and occupancy, off by default)
- Download customer and booking lists (off by default)
- Delete customers (off by default)
- Issue refunds (off by default)
- Change opening hours and closed dates (on by default)
- Edit the gallery, blog and birthday messages (off by default; this also covers the newsletter)
- Approve, reply to and delete reviews (off by default)
- Press Save Changes.
Good to know
- Buttons a person is not allowed to use do not appear for them, so they are not left wondering why something fails.
- Owners can always do everything.
- Settings, staff, services, pricing and billing stay owner-only for everyone.
Related: Add a staff member, Owner vs staff.