Give booking, service and financial work to the people responsible for each decision.
| Role | Appointments and clients | Chairs and service rates | Service delivery and tickets | Add-on services | Charges and payments | Shop oversight |
|---|---|---|---|---|---|---|
| Finance Officer | View | View | View | Edit | Edit | Edit |
| Front Desk Agent | View | Edit | Edit | Edit | — | Edit |
| Property Manager | Edit | Edit | Edit | Edit | View | Edit |
| Operations Reviewer | View | View | View | View | View | View |
| Admin | View | View | Edit | View | View | Edit |
Prepares authorized financial drafts and reconciles confirmed receipts.
Starts on: Appointments in progress
Captures assigned stays and service work and evidence.
Starts on: Appointment schedule
Owns stays and service setup, planning and assigned operational work.
Starts on: Appointment schedule
Reviews evidence and authorizes eligible domain outcomes.
Starts on: Appointment schedule
Maintains platform users and staff identity links while leaving operational review with the designated shop reviewer.
Start free, then use Proto to change fields, steps and approvals before your team goes live.