Different permissions can be applied to each users account by the business owner.


Specialists Profiles


A specialist can amend their own details or be given permission to also amend the business details.


To provide login credentials for a specialist, or to edit them, then from your business dashboard select Services. Select the three dots next to their name, and select add credentials. You can set the permissions of what they can add/manage.


All specialists within a business can view the customer notes of the other therapists within that business to ensure continuity of care if a therapist is unavailable, unless you select restricted sharing which can be found under Business and then Settings.


You can set what you give therapists permissions to edit: other therapists, business profile, insurances, business locations, reviews, business settings and/or special offers.


User / Receptionist Profiles


To add a user / receptionist profile then select Users from the menu, and then select Support Staff and complete the details. 

A user will be able to manage bookings for all therapists but cannot have appointments and thus does not appear on the public profile for bookings.