Your team and what each role sees

Your team has two parts in Settings → Team: practitioners, who clients book with, and logins, the people who sign in to the staff app. A practitioner who signs in has both.

Add a practitioner

1. Open Settings → Team and choose Add practitioner.
2. Enter their name as clients should see it, a short bio, and a photo if you like.
3. Pick the services they offer.
4. Choose Save, then set their hours in Settings → Hours.

Add a login

Choose Add a login, enter their work email, and pick a role. They sign in with a one-time code sent to that email; there is no password to forget.

What each role sees

• Owner: everything, including billing, security, data export, and support access.
• Admin: everything except granting support access.
• Manager: the schedule, clients, reports, payouts, and everyone's hours. Not Settings beyond hours.
• Front desk: the schedule, clients' contact details, the inbox, checkout, and balances. Not charts or reports.
• Practitioner: their own schedule, their own clients and notes, their own numbers, and My hours. Another practitioner's client shows only as a busy time.
• Billing: invoices and claims, without notes.

Owners, admins, and managers enter a code from an authenticator app at sign-in. You can require it for everyone under Settings → Security.