The roles
Roles live on the Team tab, which is where the sidebar lands you. Your roster lists everyone in the salon with their role, their
status, and their commission arrangement, and the pencil at the end of a row
opens everything else about that person.
Change someone’s role
Roles follow people as they grow, and the roster changes them in place:- On the Team tab, find the person in your roster.
- Select the pencil at the end of their row.
- Open the role menu and pick the new role. You’ll see exactly the roles you’re able to grant.
- Confirm.
Who can be booked
Each person’s editor has a Bookable switch. Turn it on for anyone taking appointments, and off for a teammate who is away, fully booked through another channel, or working the desk that week. Owners, managers, stylists, and booth renters start with it on; front-desk teammates start with it off. Off stops any new appointment being booked for them, online or by your front desk, and leaves everything already on the calendar exactly where it is.Invite your team
Bringing someone in takes under a minute, right from the Team tab:- Select Add team member.
- Pick their role. The list shows exactly the roles you’re able to grant, and handing out admin-level access stays with the owner.
- Enter their first name, last name, mobile number, and email address.
- Select Send invite.
Adding a booth renter
Choosing Booth Rent Stylist keeps going, because renting a chair is an arrangement rather than just an access level. You’ll set:- Booth Renter Information: their name, phone, and email.
- Booth Rent: the days they rent the chair, the amount, how often it’s due (weekly, bi-weekly, or monthly), and the date their first rent falls due. Bookings only land on the days you pick, on your calendar and on your booking page alike, so the chair stays free the rest of the week. Every later cycle counts from the first due date, so a renter starting mid-month can still be billed on the first.
Custom roles
When the built-ins don’t match how your salon divides responsibility (a senior stylist who also manages inventory, a bookkeeper who needs reports and nothing else), custom roles let you shape access to fit. Each custom role appears in the roster like any other.Rules of thumb
- Give the least that works. It’s easier to grant more later than to claw back access someone’s gotten used to.
- Booth renters are marked as booth renters. The flag isn’t cosmetic: rent tracking, their own book, client attribution, and their earnings boundaries all hang off it. On a shared client, a booth renter sees only their own appointments, formulas, photos, and intake responses. Allergies remain visible as safety information. The Inbox is stricter: when a booth renter is the client’s preferred stylist and remains active, only that renter can read and reply to the conversation on the salon’s shared number. Owner, admin, employee stylist, Front Desk, custom organization-wide roles, and other renters are excluded. Prior appointments do not widen access, and front-desk delegation is not available right now. Salon staff also cannot remove an active renter’s client assignment to bypass the message boundary. Retiring the renter returns the thread to the salon-owned inbox.
- The role is the boundary, not trust. Everyone’s trustworthy until the day the phone gets stolen; roles keep a bad day small.
What this connects to
- Commission arrangements and time modes per person: Commissions, time, rent, and payroll
- What clients see never depends on roles: your booking page shows services and times, not your org chart.