Permissions and roles

A role is a set of permissions. Each permission is an all-or-nothing grant over one area of the admin — there’s no separate “view” versus “edit” split. Turn a permission on for a role and everyone with that role can use that whole area; turn it off and the area disappears for them.

You manage roles and their permissions in Settings → Roles & Permissions.

The permissions

Permission	What it unlocks
Appointments	View, create, and manage all appointments. A stylist without this permission still sees their own appointments.
Refund Overrides	Deviate from your cancellation and no-show policies for one appointment — refund more or less, or keep a different amount. A reason is always required and recorded. Marking a no-show that simply follows your policy needs only the Appointments permission. Only available on plans with Deposits & No-Show Protection.
Pricing Overrides	Change the service or add-ons on an existing appointment, and add paid add-ons mid-visit. A reason is required when the change reprices the appointment.
Scheduling Overrides	Book past scheduling rules: beyond the booking window customers can normally book, and before a stylist’s start date. Each override is confirmed per slot and recorded.
Customers	View and manage customer profiles, notes, and history.
Financials	Financial dashboard cards, analytics, and invoice settings.
Catalog	Manage services, categories, add-ons, and tags.
Team	Manage team members — stylists and user accounts.
Settings	All business settings: branches, branding, booking flow, team alerts, integrations, roles, and billing.
System Logs	The Logs page — business activity, notification deliveries, payment events, and reminder history.

For the complete grid of which built-in role has which permission, see the permissions matrix.

Override permissions: per person, not just per role

The three override permissions can also be granted to an individual team member on top of their role — open their profile under Team and use the Override Permissions card. A grant adds to what the role gives; it never takes anything away. If a permission shows as Included in their role, it comes from the role and is managed in the roles grid instead.

Override codes: a one-time yes

Sometimes someone without an override permission needs to make one exception — a refund adjustment while the manager is off-site, a booking before a new stylist’s start date. Instead of granting a standing permission, a manager who holds the permission can issue an override code from Settings → Roles & Permissions → Override Codes:

1. Choose what the code allows — one kind of override, or All overrides if you’d rather not pick (you can only issue what you hold yourself).
2. Choose how many uses it has and how long it lasts. The default is a single use that expires in 7 days. You can also turn on Unlimited uses or Never expires — handy for a trusted front desk, but that turns the code into a standing PIN: anyone who learns it can keep using it until you revoke it.
3. Share the 8-character code — it’s shown exactly once.
4. The team member enters it right where they’re blocked (the no-show or cancellation dialog, the edit-appointment page, Add to visit, or the booking calendar). A reason is still required and recorded.

Every code use is logged with who issued it and who used it, and appears in the appointment’s override history. Active codes can be revoked at any time from the same card.

Options you don’t have are never offered: a permission your plan doesn’t include (Refund Overrides without Deposits & No-Show Protection) doesn’t appear in the roles grid or as a code option.

Each appointment’s Overrides card (on the appointment page) lists every override ever applied to it — what was changed, by whom, when, the reason, and whether a code was used.

How roles work

• Every team member has exactly one role. The role’s permissions decide what they can reach.
• Built-in roles are admin, manager, receptionist, and stylist. Their names are fixed, but you can adjust which permissions each one grants (except admin, which always has full access).
• Custom roles — create your own role with a tailored permission set in Settings → Roles & Permissions, then assign it when you add or edit a team member. Custom roles are included in every plan.

Shared reference data isn’t gated

Some information is open to any signed-in team member regardless of their permissions, because everyday work needs it — the service menu, the list of stylists, branches, appointment statuses, and availability. Seeing what exists is always allowed; only changing it, and viewing sensitive data (financials, customer details, logs), is gated by the permissions above. This is why a receptionist without the Appointments permission can still open the Calendar and see who’s working.

Permissions vs. your plan

A permission answers “is this person allowed?” A separate question is “does your plan include this feature?” — loyalty, packages, and invoicing are unlocked by your subscription, not by a role. If a feature is missing for everyone, it’s a plan question, not a permissions one. (Roles and permissions themselves are included in every plan.)