Salon + Booking + CRM + Inventory

Features

Industries

Reference

More

Start now
  1. Salon + Booking + CRM + Inventory
  2. Salon roles and decisions
Reference

Who can do what in Salon + Booking + CRM + Inventory

Agree who prepares bookings, reviews evidence and authorizes service close-out.

Who can do what

Permissions by role
RoleAppointments and Customer ContextResource HoldsConsent and Payment EvidenceService and Product UseRevision Decisions and CorrectionsCompletion and Exceptions
AdminEditEditViewViewViewView
Front DeskEditEditEditEditViewEdit
Salon ManagerApproveEditViewApproveEditView
Service ProfessionalEditViewEditEditViewEdit
Payment ReviewerViewViewViewViewViewView
AuditorViewViewViewViewViewView

Each role in detail

Admin

Maintains salon organization settings, user identities and the team-to-account mapping.

Can

  • Manage Organizations, team members, Users
  • View Resources, Bookings, booking resources, service consumption, record attachments, payment evidence, review decisions, operation receipts, exchange rates

Front Desk

Prepares customer bookings, plans resource use and runs authorized booking actions.

Can

  • Manage Bookings, booking resources, record attachments
  • View Organizations, team members, Resources, payment evidence, review decisions, operation receipts, service consumption

Starts on: Appointment Schedule

Salon Manager

Owns resource eligibility, independent decisions and authorized scope corrections.

Can

  • Manage Resources, review decisions
  • View Organizations, team members, Bookings, booking resources, service consumption, record attachments, payment evidence, operation receipts, exchange rates

Reviews and approves

  • Approve Bookings, service consumption

Starts on: Service Close-Out Queue

Service Professional

Records actual service and product use for the bookings assigned to them.

Can

  • Manage service consumption, record attachments
  • View Bookings, booking resources, Resources, review decisions, operation receipts

Starts on: Service Close-Out Queue

Payment Reviewer

Reviews provider evidence and the payment context needed for booking confirmation and reconciliation.

Can

  • View Bookings, payment evidence, record attachments, operation receipts, review decisions, Organizations, exchange rates

Starts on: Cancelled and No-Show Bookings

Auditor

Reads booking decisions, service use and operation evidence without changing the underlying records.

Can

  • View Organizations, team members, Resources, Bookings, booking resources, service consumption, payment evidence, record attachments, review decisions, operation receipts, exchange rates

Starts on: Service Close-Out Queue

Set up Salon + Booking + CRM + Inventory your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started