Decide who maintains visits, captures treatment work and reviews the account.
The Property Manager maintains appointments, clients, stations and service rates.
The Front Desk Agent captures treatment bookings and service tasks while viewing the visit schedule.
The Finance Officer manages service and treatment charges and payments.
The Operations Reviewer can inspect the records needed for an eligible outcome decision.
Admin maintains access and the team member records used for assignment.
| Role | Appointments | Clients | Stations | Treatments | Studio Work | Charges and Payments |
|---|---|---|---|---|---|---|
| Finance Officer | Edit | Edit | View | Edit | View | Edit |
| Front Desk Agent | View | View | View | Edit | Edit | — |
| Property Manager | Edit | Edit | Edit | Edit | Edit | View |
| Operations Reviewer | View | View | View | View | View | View |
| Admin | View | View | Edit | View | Edit | View |
Prepares authorized financial drafts and reconciles confirmed receipts.
Starts on: Draft Service Charges
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: Visit Status Board
Maintains user access and the studio configuration used by the operating team.
Start free, then use Proto to change fields, steps and approvals before your team goes live.