Appointment permissions control a staff member’s access to core scheduling tasks—such as creating appointments, editing details, managing notes, canceling visits, and adding calendar blocks.
Use this guide to understand what each permission allows and how to configure them.
Go to Setting > Staff > Role permission > Appointments to set up.
Create appointments
Create appointments for themselves
Create appointments for other staff members
In order to create appointments for other staff, they will also need:
Access to the client list
Access to other staff members' calendars (Go to staff profile to set up)
The other staff should be "show on calendar"
If this staff needs to create appointments for other staff with smart scheduling, this staff won't need to be assigned to a van while the other staff needs to. (Go to Settings > Mobile van> Assign staff)
Edit appointments
Edit appointment details:
Appointment time
Service price
Duration
Pets
Assigned staff
Alert notes
Appointment color code
Cancel/delete appointments
Cancel appointments
Mark appointments as No Show
Need Take payment permission to collect no show fee
Delete canceled appointments from the client's profile
Edit ticket comments & grooming reports
Edit ticket comments and grooming reports on appointments
Create and edit blocks
Create, edit and delete blocks on the calendar