What staff can and cannot do
Staff role restrictions.
Quick answer: Staff can use the calendar, bookings, Marketing → Customers, and messages. They cannot change billing, business settings, services, or team membership.
Overview
Staff accounts are designed for practitioners and front-desk team members who need day-to-day booking tools without access to business configuration or billing.
| Area | Staff access |
|---|---|
| Calendar & bookings | Full access |
| Marketing → Customers & messages | Full access |
| Services & pricing | No access |
| Settings & scheduling | No access |
| Billing & plan | No access |
| Team invites & roles | No access |
| Earnings & analytics | No access |
Screenshot coming soon
Before you start
Note
Admins have broader access than staff but still cannot change billing or the subscription plan.
What staff can do
Manage the calendar
View sessions, create manual bookings, reschedule, and cancel.
Look for: Calendar
Work with customers
Search the customer directory under Marketing → Customers, view history, and send messages.
Look for: Marketing → Customers
Screenshot coming soon
Staff use the same calendar tools for daily operations. Handle waitlists and group slots
Open group sessions to see attendees and waitlist entries when enabled.
Common questions
Frequently asked questions
Staff can cancel bookings but refund actions may be limited. Check with your business owner for your workspace policy.
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