Roles and what each one can do

3 minutes readLast updated August 20, 2026

Summary

Owner, manager, receptionist and provider.

The roles

  • Owner — full access, including billing, plan changes and deleting the account. Every business has one owner.
  • Manager — runs the business day to day: schedule, services, booking page, clients and team. No billing.
  • Receptionist — front desk: calendar, appointments, clients and waitlist.
  • Provider — their own schedule, their own appointments, and the customers on them.

Changing a role

Open the member under Team and change their role. It takes effect immediately.

Owner protection

The owner's role cannot be changed or removed by anyone else, including a manager, and the owner cannot remove themselves from the team. Moving the owner role to a different person is not something you can do yourself — contact support if the owner of the business needs to change.

Individual exceptions

An owner can grant specific extra access — client access, for example — to one person without changing their role. Billing stays owner-only and cannot be granted.

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