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Introduction

The Team Permissions page allows you to control what users with the Team Member role can do in your Bella Booking account. These settings help you maintain appropriate access levels while enabling team members to perform their essential duties. Important: These settings only apply to the Team Member role. Admin and Owner roles have full access regardless of these settings.

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Accessing Team Permissions

  1. In the main sidebar, go to Settings
  2. Select Team Permissions from the settings menu
Access: Admin and Owner only

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Understanding Roles

Bella Booking has three user roles with different access levels:
RoleAccess Level
OwnerFull access to all features, including billing
AdminFull access except billing; can manage all settings
Team MemberLimited access controlled by Team Permission settings
Team Permission settings let you expand what Team Members can do beyond their default access.

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Available Permissions

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Manage Services

When Enabled:
  • Team Members can create new services
  • Team Members can edit existing services
  • Team Members can create and edit service categories
When Disabled:
  • Team Members can only view services
  • Service creation and editing requires Admin or Owner access
Use Cases:
  • Enable if team members need to update their own service offerings
  • Disable for centralised service management by administrators

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Manage Clients

When Enabled:
  • Team Members can create new client profiles
  • Team Members can edit client information
  • Team Members can view and manage client notes
When Disabled:
  • Team Members can view client information
  • Client creation and editing requires Admin or Owner access
Use Cases:
  • Enable if team members handle client intake and updates
  • Disable for centralised client management with strict data control

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Setting Permissions

  1. Navigate to Settings → Team Permissions
  2. Toggle each permission on or off:
    • Manage Services: Toggle to allow/disallow service management
    • Manage Clients: Toggle to allow/disallow client management
  3. Click Save to apply changes
Changes take effect immediately for all Team Member users.

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Best Practices

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For Small Teams

  • Enable both permissions to reduce administrative burden
  • Team members can handle their own services and clients
  • Owners/Admins focus on strategic decisions

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For Larger Teams

  • Consider disabling service management for consistency
  • Centralise service definitions and pricing
  • Allow client management for front-desk efficiency

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For Multi-Location Businesses

  • Settings apply per location
  • Different locations can have different permission levels
  • Consider your location’s operational needs

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FAQs

Q: Do these settings affect Admins or Owners? A: No. Admins and Owners have full access regardless of these settings. These permissions only apply to users with the Team Member role. Q: Can I set different permissions for different team members? A: Not directly. These settings apply to all Team Members at the location level. For more granular control, consider assigning the Admin role to trusted team members who need additional access. Q: What can Team Members always do? A: Team Members can always:
  • View the scheduler and their appointments
  • Create and manage appointments (based on scheduler access)
  • View services and clients (read-only if permissions disabled)
  • Manage their own schedule and availability
Q: What can Team Members never do? A: Team Members cannot:
  • Access billing settings (Owner only)
  • Manage other team members
  • Change location or account settings
  • Configure online booking settings
  • View or export reports (Admin/Owner only)
Q: How do I give a team member more access? A: Change their role from Team Member to Admin. This grants full access except billing, which remains Owner-only. Q: Are changes immediate? A: Yes. Permission changes take effect immediately. Team Members may need to refresh their page to see the updated access.