Each person who signs in has a set of permissions: what they can see and do. Pick a starting point, like Staff or Manager, then change any switch. Open Settings, choose Team, then the person, and find What they can do.
- Staff: their own bookings, customers and hours; logs payments.
- Coordinator: everyone's bookings, books over a clash, issues invoices.
- Manager: everything except billing, export and support access.
- Owner: the owner can do everything, always. There's one owner.
A person whose switches don't match a starting point shows as Custom.
Open Settings, then Team
Choose the person.
Pick a Starting point
Under What they can do, pick the one closest to their job.
Choose Customise to fine-tune
Every switch is one permission. Turn on or off what you need, then choose Done.
Choose Save
The change is recorded in Activity.
Bookings and customers: see their own or everyone's bookings and customers; create, move and cancel their own or anyone's bookings; book over a clash; let a booking past a check.
Hours and time off: change their own hours and block time; change anyone's hours and approve time off.
Money: log payments; correct or reverse a payment and log a refund; issue invoices; waive fees; see revenue and reports.
Running the business: change prices; change services, settings and workflows; manage the team and what they can do; see the business's activity.
Usually the owner's: connect AI assistants; export all business data; billing and plan; give Bookables support access.
Anyone who can see money or export data needs two-step verification. Their page says Required, and the team list shows Needs 2-step until they set it up. For others it's optional.
People only see the screens they can use. Someone without money permissions doesn't see Money at all. Everyone on the team can see the plan; only people with billing can change it.