The roles
- Owner — full access, including billing, plan changes and deleting the account. There is always exactly one owner.
- Manager — runs the business day to day: schedule, services, booking page, clients and team. No billing.
- Receptionist — front desk: calendar, appointments, and clients.
- Provider — their own schedule and their own appointments.
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. Ownership only moves when the owner transfers it.
Individual exceptions
An owner can grant specific extra access — client access, for example — to one person without changing their role.