Requirements
Plan: Pro Plus
Every staff member on a Pro Plus account has one of five roles. The table below shows each role's default permissions. The Owner can adjust most of them for each role.
Permission | Owner | Manager | Receptionist | Service Provider | Restricted Service Provider |
Full access to all business data | ✅ | ❌ | ❌ | ❌ | ❌ |
Account subscription | ✅ | ❌ | ❌ | ❌ | ❌ |
Payment settings | ✅ | ❌ | ❌ | ❌ | ❌ |
Staff permissions (role settings) | ✅ | ❌ | ❌ | ❌ | ❌ |
Visible on the calendar as a service provider (default) | ✅ | ✅ | ❌ | ✅ | ✅ |
Manage all appointments | ✅ | ✅ | ✅ | ❌ | ❌ |
Manage own appointments | ✅ | ✅ | ✅ | ✅ | ❌ |
View appointment price | ✅ | ✅ | ✅ | ✅ | ✅ |
Manage clients (add and edit) and view contact details | ✅ | ✅ | ✅ | ✅ | ❌ |
Delete clients | ✅ | ✅ | ❌ | ❌ | ❌ |
Manage waitlist entries | ✅ | ✅ | ✅ | ✅ | ❌ |
Manage waitlist settings | ✅ | ✅ | ❌ | ❌ | ❌ |
Manage services and products | ✅ | ✅ | ❌ | ❌ | ❌ |
Take payments | ✅ | ✅ | ✅ | ✅ | ❌ |
View payments dashboard | ✅ | ✅ | ❌ | ❌ | ❌ |
Expenses, gift cards, and reports | ✅ | ✅ | ❌ | ❌ | ❌ |
Marketing and message templates | ✅ | ✅ | ❌ | ❌ | ❌ |
Forms, business settings, and notifications | ✅ | ✅ | ❌ | ❌ | ❌ |
Manage staff members (add, edit, delete) | ✅ | ✅ | ❌ | ❌ | ❌ |
Owner: the person who created the account. No one else can change or remove the Owner's access.
Receptionist: manages everyone's appointments but isn't shown on the calendar as a service provider by default.
Restricted Service Provider: sees only the appointments assigned to them and can't see client contact details or message clients. They receive online booking notifications but can't accept or decline them unless Manage own appointments is turned on.
To assign a role, see How do I change the staff’s permissions?. To change what a role can do, see How to Customize Staff Permissions in Goldie.
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