Team + permissions
Roles for the regulars, overrides for the exceptions.
Five roles cover most teams without setup. Custom per-person overrides handle the rest. Clocked hours and time off live on the same surface so the back-of-house actually reflects who's on the floor.
Built for salons growing past one chair. The role defaults work day one; the overrides are there when one stylist also runs marketing or one manager also keeps the books.
01/
Five roles, sensible defaults.
Owner runs everything (including billing). Manager runs the salon day-to-day. Receptionist works the front desk (bookings, clients, checkout). Bookkeeper sees the money side. Staff books their own column and sees their own clients. Each role has a default permission set that matches what salons actually ask for; you flip a switch and the rest works.
Owner.
Full access including billing and team management. The role can't be removed from the founding account.
Manager.
Bookings, clients, money, inventory, catalog, settings except billing. The right shape for a senior employee.
Receptionist.
Bookings and clients and checkout. Doesn't see reports or settings. The right shape for the front desk.
Bookkeeper.
Money, reports, expenses, sales tax. Doesn't edit services or settings. The right shape for the part-time bookkeeper.
Staff.
Their own calendar column, their own clients, their own commissions. Doesn't see other staff's revenue.
02/
Custom per-person overrides on top of the role.
Sometimes a Receptionist also keeps the books. Sometimes a Manager doesn't need to see commissions. The Customize permissions panel on every staff member lets you grant or revoke specific permissions on top of the role. Grouped switches by area (Bookings & clients / Money / Inventory / Catalog & operations / Settings) so the override panel reads at a glance.
Grant on top of the role.
A Receptionist who needs to manage expenses gets the Manage expenses permission turned on without changing the role.
Revoke from the role.
A Manager who shouldn't see staff commissions gets View commissions turned off without dropping the rest of the Manager defaults.
Manage billing locked to Owner.
By design. Salons asked for this specifically; the billing permission can't be granted to a non-Owner.
Audit-friendly.
The override is on the staff member, not on the role. New hires in the same role start clean; overrides don't leak.
03/
Staff records that double as service providers.
Every staff member can optionally link to a member login so the same person can both manage the salon and take appointments on the calendar. Or have a stylist who doesn't need admin access at all (no login, just a calendar column and a commission rate). The data model handles both shapes from day one.
04/
Clocked hours with the timesheet pivot.
Clock-in and clock-out on the staff page, on the dashboard, and from the staff member's own view. The timesheet pivot rolls hours per staff per day with a running total for the period. Payroll reads from the same surface; the columns line up.
Clock in from anywhere.
Dashboard widget, staff page, or the salon tablet at the front desk. The clock-in writes the timestamp; clock-out closes the row.
Edit a shift manually.
Forgot to clock out? An Owner or Manager edits the entry with a reason. The audit row preserves who edited and what changed.
Timesheet pivot.
Per-staff per-day hours in a grid. Filter by week or month. CSV export for payroll.
Hours feed Payroll.
The Reports → Payroll page sums clocked hours per staff for the export window. Hours stay company-wide in v1 (clock-in doesn't track branch yet); the page calls that out.
05/
Time off and partial-day closures.
Staff request time off (or an Owner adds it for them). The slot engine respects it the moment it lands. A partial-day closure (annual training Wednesday 1 to 4) closes the branch for those hours without taking the whole day off the calendar. The public booking page and the admin calendar both see the same truth.
06/
Staff hours per branch.
Each staff member is assigned to one or more branches and gets working hours per branch. They only appear on the public booking picker for branches they actually work. Split shifts in one row (9 to 1 and 4 to 8 on the same day, no fake lunch appointment). Open-all-days toggle for the regulars who work the same hours every day.
Common questions
Honest answers, including the ones we don't love.
Can I see what each role can do before I assign it?
Yes. The team page shows the permission set per role at a glance. The Customize permissions panel surfaces the same defaults pre-filled when you open it on a staff member, so you see the starting point before you change anything.
What if I'm a solo stylist?
Solo plan supports a single Owner login. You don't need to think about roles at all; you have every permission. When you hire a second person and upgrade to Growth, the roles are there waiting.
Do staff need an email to clock in?
If they have a login they can clock in themselves. If they don't, the front desk clocks them in by selecting them from the staff picker on the clock-in widget. Either path writes the same timesheet row.
Can a stylist see only their own clients?
Yes. The default Staff role scopes the clients list to clients the staff member has seen. Manager and above see all clients. The override panel can extend or restrict this per person.
What about chair-rental stylists?
The Staff role with the default scoping works for chair-rental. Commission can be set to 100% with a flat rent expense, or to a percentage if you take a cut. The salon owner sees the rolled-up revenue; the stylist sees their own.
Pairs well with
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