Requirements
Plan: Pro Plus
Who can do this: Owner only
Each role comes with default permissions. You can turn individual permissions on or off to fit how your business works. Changes apply to everyone with that role.
How to Customize a Role
Go to Menu (☰) → Settings → Staff permissions.
Tap the role you want to change.
Turn permissions on or off.
Tap Save. If you leave without saving, Goldie asks whether to save your changes.
What You Can Adjust
Role | Permissions you can turn on or off |
Manager | Appointments, services, products, clients (including delete), waitlist, message templates, expenses, gift cards, reports, marketing, payments dashboard, taking payments, staff members, forms, business settings, and notifications. Managers can't access the subscription, payment settings, or staff permissions. |
Receptionist | Manage all appointments, manage clients (no delete), waitlist entries, and take payments. |
Service Provider | Manage own appointments, manage clients (no delete), waitlist entries, and take payments. |
Restricted Service Provider | View appointment price and manage own appointments (off by default). |
Note: If you turn off Manage clients for a role, people with that role can still pick a client when booking, but they can't open client profiles or see contact details. See How do I stop staff from seeing client contact details?.
To change which role a person has, see How do I change the staff’s permissions?.
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