📝 Overview
Access Types are the levels of system access, or permissions, assigned to each user who can log in to the system by a Headquarters or Location Administrator. When a user logs in with their credentials, the selected Access Type will define what account features they can use. For each Access Type, the user will have either Full Access or View-Only Access to each tab or resource configured within the account.
⚠️ Please note: The default tab names in your account may differ depending on who and what you're scheduling. Tab names will reflect the Terms defined for your account within Settings > Terms Preferences.
🏢 Headquarters Administrator
All accounts must include at least one Headquarters Administrator profile. Headquarters Administrators can access all components of the system and account Locations, including full access to add, edit, and delete across all sections.
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Full Access
Appointments tab
Customers tab
Staff Members tab
Services tab
Reports tab
Events tab
Rooms tab
Packages tab
Lists tab
Pages/Text tab
Layout tab
Settings tab — includes access to manage payment information and view the account's billing history
Location dropdown — this is not a tab, but rather the list of all Locations available in the account, located in the upper right corner
POS tab (optional feature available from the Marketplace)
Time Clock tab (optional feature available from the Marketplace)
Gift Certificates tab (optional feature available from the Marketplace)
📍 Location Administrator
The Location Administrator Access Type provides full account access but restricts users to a particular Location. By default, Location Administrators can only access the Location their profile was created in. The exception to this is if Locations are configured to share Customers or Staff Members.
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Full Access
Appointments tab
Customers tab
Staff Members tab
Services tab
Reports tab
Events tab
Rooms tab
Packages tab
Lists tab
Pages/Text tab
Layout tab
Settings tab
Location dropdown — this is not a tab, but rather the list of assigned Locations in the account, located in the upper right corner
POS tab (optional feature available from the Marketplace)
Time Clock tab (optional feature available from the Marketplace)
Gift Certificates tab (optional feature available from the Marketplace)
👤 Location User
This Access Type allows Location personnel to perform all necessary daily functions for themselves. By default, Location Users can only access the Location their profile was created in. The exception to this is if Locations are configured to share Customers or Staff Members.
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View-Only Access
Appointments tab — can only add, edit, or cancel appointments assigned to themselves
Staff Members tab — can only access their own profile information
Events tab
POS tab — Products & Coupons only (optional feature available from the Marketplace)
Full Access
Customers tab — can manage customers, including creating new profiles, for those added to their Location
Reports tab — can only run Appointment Reports for themselves
POS tab — create new transactions only (optional feature available from the Marketplace)
Time Clock tab — cannot edit Time Clock entries (optional feature available from the Marketplace)
Gift Certificates tab (optional feature available from the Marketplace)
🖥️ Call Center User
This Access Type provides view-only access to some functions and full add, edit, and delete access to others. Depending on the account's configuration for sharing Staff Members, Call Center Users will have access to some or all Locations.
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View-Only Access
Staff Members tab
Services tab
Events tab
Settings tab — Location Information only
POS tab — Products & Coupons only (optional feature available from the Marketplace)
Full Access
Appointments tab
Customers tab
Location dropdown
POS tab — create new transactions only (optional feature available from the Marketplace)
Time Clock tab (optional feature available from the Marketplace)
Gift Certificates tab (optional feature available from the Marketplace)
💡 Pro tip: Location access for Call Center Users depends on your account's Staff Member sharing settings:
When Staff Members are shared: Call Center Users must be assigned to each Location they should be allowed to manage Appointments for.
When Staff Members are not shared between Locations: Call Center Users will automatically have access to all Locations, regardless of their specific assignments.
🔒 View-Only User
The View-Only User can view Appointments for themselves, but cannot add or cancel Appointments.
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View-Only Access
Appointments tab — can only add notes, process payments, and change Appointment Status for their own Appointments and Events
Full Access
Time Clock tab — cannot edit Time Clock entries
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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What is the difference between a Headquarters Administrator and a Location Administrator?
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Both Access Types have full add, edit, and delete permissions across all tabs. The key difference is scope: a Headquarters Administrator has access to all Locations in the account, while a Location Administrator is restricted to the specific Location their profile was created in — unless Locations are configured to share Customers or Staff Members.
Can a Location User access more than one Location?
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By default, Location Users can only access the Location their profile was created in. The exception is if your account is configured to allow Locations to share Customers or Staff Members, in which case access may extend across those shared Locations.
Why do my tab names look different from what's listed in this article?
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Tab names are determined by the Terms configured for your account, which are customized based on who and what you're scheduling. While the names may differ, the placement of each tab within the account remains the same. You can review or update your Terms under Settings > Terms.
Can a Call Center User access all Locations?
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It depends on your account's Staff Member sharing configuration. If Staff Members are not shared between Locations, Call Center Users will automatically have access to all Locations. If Staff Members are shared, Call Center Users must be individually assigned to each Location they need to manage Appointments for.
What can a View-Only User actually do?
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Despite the name, View-Only Users do have a small number of action permissions. Within their own Appointments and Events, they can add notes, process payments, and change Appointment Status. They also have full access to the Time Clock tab, though they cannot edit Time Clock entries.