User Types
Software permissions are assigned to every staff member and are divided into six types of users:
💼 Owner
📋 Business Manager
🏛️ Franchise Owner
🔑 Manager
💪 Instructor
🛎️ Desk Staff
Understanding Permission Access Levels
The levels of access that can be assigned to a user include:
👤 : Full edit/create permission
👁️ : View-only permission
⊘ : No permission
🔒 : Locked/non-editable feature
Appointments |
Create an Appointment Add an appointment; details are configured per location |
Edit an Appointment Edit an appointment; details are configured per location |
Manage an Appointment Booking Move, change instructor and cancel appointment bookings |
Manage Availability Add and edit staff availability hours/blocks |
Business Settings |
Appointment Cancelation Settings Edit and/or view policies and details |
Appointment Settings Edit and/or view your deposit settings |
Business/Company Info |
Class Cancelation Settings Edit and/or view policies and details |
Client Self Check-In |
Contracts and Waivers |
Credit Settings |
Default Opt-in Settings |
Equipment Management |
Gift Card Settings |
Livestream Settings |
Membership Privileges |
Payment Terminal |
Payroll Bonus Settings Manage payroll bonus headcount settings by location. |
Payroll Schedule and Timeclock Settings Manage payroll schedule and timeclock settings. |
Plan Purchase/Usage Settings Manage plan usage and sale by location. |
Transactional Notifications |
Waitlist Settings Edit and/or view policies and details |
Widget and App Settings |
Review Management System Allow clients to be prompted to submit ratings and reviews for classes and appointments |
Check-In |
Add to Class From Waitlist Manually add waitlisted clients to class roster |
Class Check-In Ability to access the check-in screen and add clients to class |
Enrollment Check-In Add client to an enrollment roster |
Classes |
Create a Class Add class details that are shared across all locations |
Add a Class Location Includes all location based class settings: details, online booking rules, payment options, photos and video |
Class Schedule Defaults Access to default settings per location that are applied when scheduling a class |
Scheduling a Class Access to adding a class to the schedule (single and repeating) |
Class Drop-In Pricing Ability to allow drop-ins and manage pricing when scheduling a class |
Create a Video Course Establish and publish new video course details |
Video on Demand Upload, create, and publish to video library |
Clients |
Client Profile Access to all client profile sections, including personal information |
Communications Tab View client preferences and notifications they received |
Contacts Exports Export filtered or selected contacts from action menu |
Contact Info View and edit client address, email, and phone number on client profile |
Client Home Location View and edit client home location |
Provide Waiver Send waiver from client profile and class check-in screen |
Reviews View, publish and remove client ratings and reviews for classes and appointments |
Client Checkout |
Check Out a Client Process studio purchases and exchange of payment |
View/Download an Invoice Download a PDF of the client receipt from client profile and reports |
Enrollments |
Add Enrollment to Location Assign an enrollment to a specific studio location |
Create an Enrollment Establish all details and publish to schedule |
Enrollment Cancelation Settings |
View Enrollment Roster Access to sign-ups and client details |
Locations |
All Location Sections Access to view and edit all location details |
Create a Business Location Add a studio and establish settings |
Location Layouts Ability to create and edit layouts for location rooms |
Marketing |
App Announcements |
Lead Intake Forms & Responses Creating & Editing lead intake forms and responses |
Managing Audiences & Collections Ability to create, manage, and organize audiences and collections that can also be used in automations. |
Marketing Automations Ability to create and manage marketing automation campaigns |
Managing Tags Includes viewing, creating, and editing tags |
Newsletters Creating & Editing newsletters that will be scheduled to send to clients |
Promotions Create and edit promotions |
Promo codes Create and edit promo codes |
Push Notifications |
Tagging/Untagging Clients Adding and removing tags to clients |
Plans |
Credit Bundle Universal Settings Review and edit credit bundles under Plan Management |
Cancel and Pause Plans Edit and save client plan cancelations and pauses |
Determine Recipients of Client Cancelation Emails Determine who gets the gear icon on the dashboard alert |
Issue Comp Passes Create and issue a comp pass in client profile or at checkout |
Manage Plans Access to view and edit all Plan Management details |
Manage Client Plans Add and deduct passes/credits for clients and guests and stop auto-renew |
Purchase Plans Buy a plan for a client |
Plan Editing Edit start and expiration dates, update scheduled payments, change plans, change plan location, and cancel plan changes |
Reports |
Account Balance Clients with account balance or account credit |
Active Plans Status and location of all plans |
Appointment No-Show/Late Cancel Penalties and fees |
Appointment Revenue |
Class Analysis Revenue and profit per class, includes check-in screen stats |
Class Attendance Attendance and performance |
Class Utilization Utilization rates by location and by week, measured Mon - Sun. |
Corporate Franchise Fees Sales, Fees across groups and locations |
Cross Visits |
Class No-Show/Late Cancel Penalties and fees |
Daily Recap Daily business metrics and performance |
Expiring Cards Client credit cards near expiration |
First Purchase New clients based on purchase date |
First Visits Visits based on timeframe |
Gift Card Sales Gift Card sales by location, revenue and quantity sold |
Intro Offers Performance, profitability, and conversions |
KPIs Key metrics rolled up for all locations |
Left On Waitlist View clients recently left on a class waitlist roster |
Marketing Automation Measure email and text metrics (sent, delivered, click-through rate) |
MRR Recurring revenue monthly |
Payouts Current and payments pending payouts |
Plan Cancelations See the top reasons why clients are canceling their plans |
Plan Gain/Loss Studio plan statuses and monthly performance |
Plan Retention Studio plan retention by cohort |
Recurring Plan Payments For unlimited and limited schedule-based recurring plans |
Retail |
Sales Cash flow and financial billing details |
Teacher Ranking Capacity, retention and revenue |
Transaction Export Export transaction file and report |
Upcoming Appointments |
Upcoming Bookings |
Visits by Client Total Visits, highest to lowest, with a minimum of 1 visit |
Sales CRM |
Sales CRM Manage all sales CRM features like lead sources report, lead tracker, sales pipelines and lead stages. This can override all other sales crm permissions |
Lead Management Allows a staff member to update the follow-up, make assignments and set the lead source |
Lead Sources View all lead conversions (leads with a Won/Closed stage) per source by location |
Lead Stages Create and view lead stages and their associated lead states |
Lead Tracker View and create new leads by assigning them to staff members and adding notes |
Sales CRM Pipelines Add/Edit sales pipelines |
Staff |
Access to Time Clocks View and edit all staff time clocks |
Add New Staff Member Create and add a new studio staff profile |
Manage Staff Page Access to all employees and contractors sections and partial staff profile details |
Payroll Access to Payroll and other staff's Pay Stubs tab |
Pay Rates View all instructor and staff pay rates |
Sensitive Info Tab Allow access to staff compensation information |
Instructor Stats |
Sub Management System Basic access to create sub requests for classes you teach |
Sub Management Approve Requests Access to approve open sub requests |
Sub Management for All Classes Access to create and manage all sub requests |
Store |
Gift Cards Access to gift cards list |
Create Products Price and add retail items to inventory |
Tasks |
Managing Tasks Includes viewing, creating, and editing a task |