As a business owner, you have the flexibility to grant different levels of access to your team in Booksy. This guide provides a clear overview of the five available staff permission levels, outlining what each role can and can't do and the customisation options you have.

Note that the Owner and Manager are the only roles that can invite staff members to use Booksy and assign these permissions. 

Permission levels are consistent whether you set them on the Booksy Biz mobile app or the web/tablet version.

For the Basic Staffer, Staffer, and Reception levels, there are some additional customization options you'll be able to decide on after choosing one of these levels.

Owner & Manager

The Owner permission level is automatically assigned to the person who created the Booksy account. A Manager has permissions that are almost identical to the Owner, with only a few key exceptions. Both levels provide full administrative control over the business's Booksy account.

What an Owner or Manager can do:

• Full control: Gain complete access to all Booksy features.
• Calendar & scheduling: Access and book on their own calendar, and view, book and manage appointments for all staff and resources.
• Client management: Add and invite new clients, access and edit the entire client database, including contact information, and merge duplicate client cards.
• Checkout, finance & reports: Administer all checkout options, check out any appointment, view all transactions, create and sell gift cards and bundled services, and access Business Wallet with all crucial Booksy Payments-related information. They can also view and download all business reports.
• Staff & resources: Add new staff members, assign permission levels, manage all staff and resources, oversee shifts, and manage commissions.
• Marketing: Create social media and text/email marketing campaigns, set up promotions, and enable and manage Boost profile promotion.
• Inventory: Manage the whole inventory.
• Profile & business settings: Administer all business settings and account verifications, add portfolio photos, and respond to client reviews.

What a Manager cannot do:

• Managers cannot edit the Owner's profile.
• Managers cannot manage the account subscription.
• Managers cannot access the security settings where the Owner can set up alerts for when staff members access too much client data.

Reception

The Receptionist role includes all the permissions of a Staffer, with enhanced access to additional business management features, allowing them to effectively manage the front desk operations.

What a Receptionist can do:

• Calendar & scheduling: Access and book on their own calendar, as well as view, book and manage appointments for all staff and resources (this capability can be customised and enabled or disabled by the Owner or Manager for each Receptionist).
• Client management: Add and invite new clients, merge duplicate client cards. Access and edit the entire client database, with registered tracking of client data access (this capability can be customised and enabled or disabled by the Owner or Manager for each Receptionist).
• Checkout & finance: Check out any appointment, view all transactions, and create and sell gift cards and bundled services.
• Staff & resources: View all staff and resources in a view-only format.
• Marketing: Create social media and text/email marketing campaigns, and set up promotions.
• Inventory: Manage the whole inventory.
• Profile: Add portfolio photos to the business profile and respond to client reviews.

What a Receptionist cannot do:

• Administer checkout options.
• Access Business Wallet or Personal Wallet.
• Manage staff shifts or commissions.
• View or download business reports.
• Enable Boost or view Boost dashboard.
• Administer business settings or account verifications.

Staffer

The Staffer permission level offers a broader range of abilities than a Basic Staffer but has key limitations on sensitive data and business management functions. This role is well-suited for a team member who needs to manage their own appointments and assist with client and appointment management.

What a Staffer can do:

• Calendar & scheduling: Access and book on their own calendar, as well as view, book and manage appointments for all other staff members and resources (this capability can be customised and enabled or disabled by the Owner or Manager for each Staffer).
• Client management: Add and invite new clients. Access and edit the entire client database, with registered tracking of client data access (this capability can be customised and enabled or disabled by the Owner or Manager for each Staffer).
• Checkout & finance: Check out any appointment, view all transactions, sell gift cards, and create and sell bundled services. They also have access to their Personal Wallet with the value of the payments they personally processed and the history of their own transactions.

What a Staffer cannot do:

• Merge client cards.
• Administer checkout options.
• Access Business Wallet.
• View, edit, or add gift card templates.
• Manage or view staff and resources.
• Manage staff shifts or commissions.
• View or download business reports.
• Create social media and text/email marketing campaigns or set up promotions.
• Enable Boost or view Boost dashboard.
• Manage inventory.
• Add portfolio photos or respond to client reviews.
• Administer business settings or account verifications.

Basic Staffer

The Basic Staffer is the most restricted permission level. It's designed for staff who only need to manage their own schedule and appointments without access to other business data.

What a Basic Staffer can do:

• Calendar & scheduling: Access and book on their own calendar and view notifications related to their appointments only.
• Client management: Create new client cards from the appointment details window and fill in contact information.
• Finance: Access their Personal Wallet with the value of the payments they personally processed and the history of their own transactions.
• Checkout: Check out their appointments (only if enabled by the Owner or Manager for each Basic Staffer).

What a Basic Staffer cannot do:

• Manage or view other staff members' calendars.
• See any client contact information after initial entry.
• Merge client cards.
• Administer checkout options.
• Access Business Wallet.
• View, edit, or add gift card templates.
• Manage or view staff and resources.
• Manage staff shifts or commissions
• View or download business reports.
• Create social media and text/email marketing campaigns or set up promotions.
• Enable Boost or view Boost dashboard.
• Manage inventory.
• Add portfolio photos or respond to client reviews.
• Administer business settings or account verifications.

To edit a staff member’s permissions:

Booksy Biz (web/tablet app):

1. Navigate to Staff Management & Resources.
2. Select the Staff Member.
3. Click the pencil icon.
4. Open the Permission Level menu and select which level you wish to assign.

Booksy Biz (mobile app):

1. Go to Profile.
2. Open Settings.
3. Select Staff Management.
4. Select the Staff Member, then choose which level you wish to assign them under Role and Permissions.