new
improved
Calendar
š Expanded Permissions for Meetings, Services & Rentals
š§ Overview
We've expanded and enhanced
Roles & Permissions
to provide a consistent permission model across Meetings, Services, and Rentals
.The existing permissions have now been extended to Services and Rentals, you can now configure more granular permissions for
agency/account admins/users
, making it easier to control exactly what each team member can view and manage across all scheduling modules.ā
What's New
- Extended the existing permission model from Meetings to Services and Rentals.
- Existing permissions now cover:
- Appointments & bookingsacross Meetings, Services, and Rentals.
- Groups & categoriesacross Meetings, Services, and Rentals.
- Setupfor calendars, services, and rental listings.
- Added a new Manage associated resourcespermission to control access to locations, staff, resources, add-ons, and other related components.
- Added a new Manage preferences & global settingspermission to independently control access to module-level global settings and preferences.
š How It Works
Each module now follows the same permission structure:
- View Calendarsā Access Meetings, Services, or Rentals.
- Manage setupā Manage calendars, services, or rental listings.
- Manage appointmentsā Manage appointments and bookings across all verticals.
- Manage groups/categoriesā Manage meeting groups, service categories, and rental categories.
- Manage associated resourcesā Manage locations, staff, resources, add-ons and other associated components.
- Manage preferences & global settingsā Manage vertical-level global settings and preferences.
Administrators can mix and match these permissions to create role-specific access for every team member.
š ļø How to Set It Up
- Agency View
- Navigate to:
- Settings ā Team ā Select Team Member ā Roles & Permissions ā Calendars
- Account View
- Navigate to:
- Settings ā My Staff ā Select Team Member ā Roles & Permissions ā Calendars
Configure the required View and Manage permissions, then click Save.
šÆ Why This Matters
- Brings a consistent permissions experienceacross Meetings, Services, and Rentals.
- Gives administrators more granular controlover what each team member can manage.
- Makes it easier to assign role-specific responsibilities without granting unnecessary access.
- Improves security and scalability as teams and operations grow.
