Role Permissions

This article details the access levels of an employee's role in Desktop

Salon Settings

• Salon Settings appear only in Owner and Manager accounts.
• This enables the configuration of:
  • Salon Profile - Salon Name, Week Start Date, Address, Instagram Link, Email Location
  • Hours of Operation - removing and adding days from the master salon calendar
  • Commissions - overall, service, and retail
  • Equipment to be associated with a specific service
  • Misc. Settings - Tip percentage, referral value, gift card limits, online gift card alerts, cancellation settings
  • Calendar Order
  • Pay Stations - for locations with multiple terminals
  • SalonLockTM Access - ONLY accessible by owner accounts
• Salon Settings can not be accessed by Front Desk, Providers, or Booth Renter roles

Appointments

• Owners, Managers, Front Desk, and Providers can Book, View, and Edit Appointments.

Services

• Owners and Managers can Add, Edit, Re-Arrange and Turn On/Off Service Details, including
  • Service Name and Code
  • Timing
  • Pricing
  • Service Fee
  • Processing Times
  • Related Equipment
  • Online Booking
  • Friends and Family Pricing
• Front Desk can View Service Details for all stylists, but can not edit
• Providers can view only their own Service Details, but can not edit 

Clients

• If "Hide Client Data From Providers" is not activated, Owner, Manager, Front Desk, Providers, and Booth Renters can View and Edit all Client Details on desktop, including:
  • Profile
  • Appointments – Future and History
  • Payment Methods
  • Notes
  • Formulas
  • Retail Purchase History
  • SmartBookingTM Settings
  • Series
  • Gift Cards
  • Referrals
• If "Hide Client Data From Providers" is activated, Providers do not have access to view or edit the client file but will still have access to:
  • Appointments - Future and History
  • Notes
  • Formulas
  • Adjust Appointment Length 
  • Retail Purchase History

Employees

• Owner and Manager can View and Edit all Employee Settings, including:
  • Profile
  • Schedule
  • Appointments
  • Services
  • Clients
  • Time Clock /  Hours Worked
  • Pay Structure

Inventory Management

• Owner and Manager can View, Add, and Edit all Product Details and Suppliers, as well as process Purchase Orders.
• Stylists can only view:
  • Product Brand
  • Product Name
  • Sell Price
• Front Desk can view full inventory list, except product cost or mark-up percentage  

Reports

• The following reports are available to Owners and Managers only:
  • Sales
  • Service
  • Retail
  • Payroll
  • Employee Sales Breakdown
  • Refunds
  • Voided
  • Petty Cash
• The following reports are available to Owners, Managers and Front Desk: 
  • Register (End of Day)
  • Transactions
  • Open Tickets
  • Cancellations
    
• The following report is available to Providers
  • Provider

Marketing

• Adding and Editing the following Marketing controls are only available to Owners and Managers: 
  • Gift Cards
  • Promo Cards
  • Series
  • Referrals
  • Ticket Fees
  • Promotions
  • Text Campaigns
• Front Desk can view:
  • Gift Cards
  • Promo Cards
  • Referrals