If you have employees helping with appointments, services, or rental bookings, giving each person the right level of access matters. This CRM update makes it easier to control who can view schedules, manage bookings, update setup details, and change important settings—without giving everyone full access.

📌 Why This Matters

As your business grows, different team members often handle different responsibilities. One person may manage bookings, another may update service details, and someone else may oversee locations or staff schedules. With clearer role permissions across meetings, services, and rentals, you can give each employee access based on their actual job. That helps reduce mistakes, protect sensitive settings, and keep daily operations organized.

✨ What’s New

• Consistent permissions across scheduling tools: The same access structure now applies to meetings, services, and rentals, so it is easier to manage team roles in one consistent way.
• Control over bookings and setup: You can decide who can manage appointments, bookings, calendars, services, rental listings, groups, and categories.
• Resource management access: A separate permission lets you control who can manage locations, staff, resources, add-ons, and related items.
• Global settings access: You can choose who is allowed to update preferences and broader settings for each scheduling area.
• Flexible role-based access: Permissions can be mixed and matched so each team member only sees and manages what they need.

🛠️ How to Use It

1. Step 1: Go to your CRM settings and open your team or staff management area.
2. Step 2: Select the team member whose access you want to update.
3. Step 3: Open Roles & Permissions and look for the Calendars section.
4. Step 4: Choose the permissions that fit their responsibilities, such as viewing calendars, managing appointments, handling setup, managing categories, updating resources, or changing preferences.
5. Step 5: Save your changes and repeat for other team members as needed.

💡 Pro Tip

Give booking access only to the employees who need it, so your team can move faster while reducing scheduling errors that can cost you sales.