Staff Permissions Franchise

This article provides a comprehensive explanation of user roles and permission structures within a franchise configuration Walla site

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Store

Gift Cards

Access to gift cards list

Create Products

Price and add retail items to inventory

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Tasks

Managing Tasks

Includes viewing, creating, and editing a task