Step 1: Owner setup

Before a basic staff member can use Tap to Pay, the Owner has to customize their 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.
5. Select Continue with Basic Staffer.
6. Ensure the Checkout toggle is switched on.

Booksy Biz (mobile app):

1. Go to Profile.
2. Open Settings.
3. Select Staff Management.
4. Select the Staff Member.
5. Go to Role and permissions.
6. Select Continue with Staffer Basic.
7. Ensure the Checkout toggle is switched on.

Note: This permission is essential for basic staff members to be able to complete appointments and process any form of payment.

Step 2: Staff member activation

Once the owner has granted access, the staff member has to configure their individual mobile device settings:

• Permissions: Open the Booksy Biz app settings on your phone and ensure both Location Sharing and Bluetooth are set to "Always" or "While Using the App."
• Verification: Go to the Checkout screen in Booksy Biz. If any further action is required, a notification banner will appear under the "Tap to Pay" option to guide you through the final setup.