Pike13 Permissions Guide
| Owner | Mgr. | Staff | Limited Staff | ||
|---|---|---|---|---|---|
| Services | |||||
| Add classes, appointments, and courses | ✓ | ✓ | |||
| Edit classes, appointments, and courses | ✓ | ✓ | |||
| Change instructors for a class | ✓ | ✓ | ✓ | ||
| Cancel classes, appointments, and courses *Staff members can cancel appointments that they are leading. |
✓ | ✓ | ✓* | ||
| Schedule/reschedule classes and courses, and appointments *Cannot schedule classes or courses. |
✓ | ✓ | ✓* | ||
| Enroll in clients in a service *Only their own classes and appointments, not courses. |
✓ | ✓ | ✓ | ✓* | |
| Book appointments | ✓ | ✓ | ✓ | ||
| Cancel an appointment or enrollment in a class | ✓ | ✓ | ✓ | ||
| Set a cancellation policy | ✓ | ✓ | |||
| Add a note to a class *Private notes only unless permission is given to send public notes. |
✓ | ✓ | ✓ | ✓* | |
| Plans & Passes | |||||
| Add new plans and passes | ✓ | ✓ | |||
| Modify plans and passes | ✓ | ✓ | |||
| Modify plan prices | ✓ | ✓ | |||
| Change and create revenue categories | ✓ | ||||
| Sell plans, passes, and retail products | ✓ | ✓ | ✓ | ||
| Put a plan on hold | ✓ | ✓ | ✓ | ||
| Cancel a plan | ✓ | ✓ | ✓ | ||
| Staff | |||||
| Add new staff members | ✓ | ✓ | |||
| Edit staff member availability for appointments | ✓ | ✓ | ✓ | ||
| Block out hours on the schedule | ✓ | ✓ | ✓ | ||
| Set and adjust pay rates *Only if permission is given |
✓ | ✓* | |||
| Run payroll | ✓ | ||||
| Clients | |||||
| Add clients | ✓ | ✓ | ✓ | ||
| See and edit client profile information | ✓ | ✓ | ✓ | ||
| Deactivate clients | ✓ | ✓ | |||
| See the roster and take attendance *Only for the services they provide |
✓ | ✓ | ✓ | ✓* | |
| Remove clients from services | ✓ | ✓ | ✓ | ||
| Add and revise custom client fields | ✓ | ✓ | |||
| Collect waiver signatures | ✓ | ✓ | ✓ | ✓ | |
| Create public notes *Permission has to be given |
✓ | ✓ | ✓ | ✓* | |
| Create private notes | ✓ | ✓ | ✓ | ✓ | |
| Delete notes | ✓ | ✓ | |||
| Integrations, Payments, Profiles, Reporting, and Website | |||||
| Take payments from clients | ✓ | ✓ | ✓ | ||
| Refund payments and void charges | ✓ | ✓ | ✓ | ||
| Add account credit to client accounts | ✓ | ✓ | |||
| Set account credit limits | ✓ | ||||
| Reconcile unpaid visits | ✓ | ✓ | ✓ | ||
| Discount an upcoming renewal | ✓ | ✓ | ✓ | ||
| Update credit card information | ✓ | ✓ | ✓ | ||
| Review profile, purchases, account details, signed documents | ✓ | ✓ | ✓ | ||
| Create online documents | ✓ | ✓ | |||
| See business financial data *Reporting access can be given to any staff member by owners |
✓ | * | * | * | |
| See business reports *Reporting access can be given to any staff member by owners |
✓ | ✓ | * | * | |
| Manage notifications | ✓ | ✓ | ✓ | ✓ | |
| Customize Pike13 website | ✓ | ✓ | |||
| Zapier Integration | ✓ | ||||