Overview

This guide is a 'cheat sheet' of the Team Access Settings and breaks down what each specific setting relates to when setting up the permissions. These Team Access Settings can be found by navigating to Team Settings > Team Access Group > Create a New Group + icon. 

 

Please see our Set up and Manage Team Access Groups for more information. 

Team Access Group Areas:

1. Groups

2. Contacts

3. Schedule

4. Retail

5. Access (Administrator only)

 

1. Groups

 

Group: Enter Group Name for the new Team Access Group you wish to create

Account Type: Select the account type either as an Administrator or Employee

 

Please note: An Administrator has access to restricted tab 'Access' where the Administrator Access is controlled. 

 

2. Contacts

The Contacts tab controls which clients, groups, and leads team members can access and manage.

Click the Edit icon and uncheck the Clients, Groups or Leads you don't want them to have access to. 

 

 

 

3. Schedule 

The Schedule tab is where you can configure the access team members will have on the schedule. 

 

 

Team View Access: Enabling this gives team members ability to access the Team View within Schedule 

 

Booking for All Team Members: Enabling this gives team members ability to book sessions for other employees

 

Booking Requests: Enabling this gives team members access to booking requests

 

Allow as Instructor for Schedule: Enabling this allows team members to appear as Instructors within Schedule 

 

Ability to Add and Edit Sessions: Enabling this gives team members ability to Add and Edit sessions on the schedule 

 

Ability to Cancel Session: Enabling this gives the team member ability to cancel a session on the schedule

 

Remove Access Custom Session Options: Enabling this removes the team members ability to access to custom session options

 

Allow Edit of Employee Work Hours: Enabling this gives team members ability to edit other Employees available Work Hours 

 

Add or Remove Booked Clients: Enabling this gives team members ability to add or remove booked clients from sessions

 

Communicate with Clients within Schedule: Enabling this gives team members ability to send messages to clients directly in Schedule tab 

 

Enable Sub Instructor: Enabling this gives team members ability to set a sub instructor for sessions. When enabled, 'Enable Edit Instructor' becomes available

 

Enable Late Cancel and Refund: Enabling this gives team members ability to process late cancellations and refunds

 

Class Rating: Enabling this gives team members ability to view class ratings submitted by clients

 

Allow View of SOAP Session Notes: Enabling this gives team members ability to view SOAP Session Notes in Schedule

 

Allow Add / Edit of SOAP Session Notes:  Enabling this gives team members ability to Add or Edit SOAP Session Notes

 

Allow Bookings for Team Outside of Employee Work Hours: Enabling this gives team members ability to allow bookings for team members outside of the Employee Work Hours that have been set

 

 

4. Retail 

The Retail tab is where you can configure the access team members for payment and retail systems.

 

Request Payment Access: Enabling this allows team members to send a payment link

 

Process Payments within Schedule: Enabling this gives team members ability to process payments within Schedule

 

Payroll Report Access: Enabling this will give the team member access to the Payroll report

 

Enable access to cash draw: Enabling this will give the team member access to the Cash Drawer within Payments dropdown

 

Advanced Checkout

• Credit Activation Date: Enabling this will give the team member ability to set the Credit Activation Date during checkout
• First Payment Date: Enabling this will give the team member ability to set the First Payment Date during checkout
• Credit Valid Until: Enabling this will give the team member ability to set the Credit Valid Until date during checkout
• Auto Renew: Enabling this will give the team member ability to enable the 'Auto Renew' toggle
• Discount: Enabling this will give the team member to apply discounts during checkout. There are two Custom Price options: 1. Set any price or 2. Set only a lower price
• One Time Setup Fee: Enabling this will give the team member ability to set the One-time set up fee during checkout

 

 

Client Password Reset: This will give the team member to send new password to client within Clients tab

 

Enable Check-In Pop-Ups: Enabling this will show pop up notifications during client check ins

 

Change Client Payment Method: This gives team member ability to update clients payment methods 

 

Access to retail settings: This gives team member access to Retail Settings within Payments > Retail Configurations

 

Send Payment Request Email: Enabling this will give the team member ability to send a Payment Request Email to clients 

 

Retry Failed Payment with Payment Method: Enabling this will give the team member ability to retry a failed payment using the client's payment method

 

Ability to Archive Packages: This gives team member ability to archive existing packages within Payments > Retail Configurations > Session Package

 

Enable Editing Dishonour Fee: Enabling this will give the team member ability to edit the Dishonour Fee

 

 

5. Access 

This tab is the Administrator Access which becomes available when the 'Administrator' option is selected in the Groups > Account Type dropdown. 

 

 

 

Edit Profile: Enabling this gives team members access to the entire Edit Profile section

 

Account Settings: Enabling this gives team members access to Account Settings

 

Packages and Memberships: Enabling this gives team members access to Session Package and Memberships within Payments > Retail Configurations. When enabled, 'Allow access to edit Package Category' option becomes available. 

 

POS Inventory: Enabling this gives team members access to POS Inventory within Payments > Retail Configurations. When enabled, 'Create new POS item' option becomes available. 

 

Promo Codes: Enabling this gives team members access to Promo Codes within Payments > Retail Configurations. 

 

Display Home Revenue and Retail Snapshot: Enabling this gives team members access to view the Snapshot stats in the Home tab

 

Display Home Snapshots: Enabling this gives team members access to view the Snapshot stats in the Home tab

 

Schedule Templates: Enabling this gives team members access to the schedule templates

 

Membership/Package Cancellation: Enabling this gives team members ability to cancel memberships and packages

 

Clients > Programs: Enabling this gives team members access to the Programs Section within Clients tab

 

Clients > Leads: Enabling this gives team members access to the Leads Section within Clients tab

 

Clients > Feedback: Enabling this gives team members access to the Feedback Section within Clients tab

 

Clients > Groups: Enabling this gives team members access to the Groups Section within Clients tab

 

Team Configuration: Enabling this gives team members ability to modify team settings and access groups 

 

Restricted Access Group: Enable this if you want to limit who can assign this group

 

Code* (Group Code input field): Set a passcode. When assigning this group to a team member, you’ll need to enter the code

 

Custom Team Configuration: Enabling this gives team members ability to select a Custom Team Configuration when creating a new staff member

 

Allow Edit of Restricted Report: Enabling this gives team members ability to edit restricted reports

 

Allow Add/Edit of Gift Card: Enabling this gives team members ability to create and edit gift cards 

 

Allow Client Merge: Enabling this gives team members ability to merge duplicate client records

 

Report Categories: When the collapsable menu is selected, enable the report categories you wish to give the team members access to e.g. Clients & Attendance

 

Allow Bulk Cancel Sessions: Enabling this gives team members the ability to bulk cancel sessions

 

Allow Bulk Edit Transactions: Enabling this gives team members the ability to bulk edit transactions

 

Allow Bulk Edit Package Expiry Date: Enabling this gives team members the ability to bulk edit the expiry date for packages

 

Allow Edit to Restricted Packages: Enabling this gives team members the ability to edit restricted packages

 

Allow to receive “SMS running low” notifications: Enabling this allows team members to receive notification when SMS credits are running low

 

Allow to Receive Account Delete and Refund Failed email notification: Enabling this allows team members to get notified of account deletions and failed refunds

 

Allow Create New Session Package and Membership: Enabling this allows team members to create new Session Package and Memberships within Payments > Retail Configurations 

 

Delete Clients: Enabling this gives team members ability to delete clients

 

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