Advanced team permissions
Start from a role such as Manager, Receptionist or Team Member. Review individual permissions and save the access each colleague needs.
Set access for each person’s work
In Managed: Roles and individual permission overrides
Run a tighter team
Bring the staff rota, annual leave, commissions, tips and detailed permissions together. Keep availability and responsibilities clear as your team grows.
Starter includes up to 5 bookable team members. Growth includes unlimited team members and adds workforce credentials, authorisations, renewals and capacity tools.
See Managed team features in 60 seconds.
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Plan the staff rota, submit annual-leave requests, review commissions and tips, and save detailed team permissions in Managed. Starter supports up to 5 bookable members; Growth includes unlimited team members.
Read the video summary
- 00:00
Bring the team together
Meet Cosmetic Clinic’s team. Starter includes up to 5 bookable team members, while Growth includes unlimited team members.
- 00:08
Plan the staff rota
Review Hannah’s Thursday shift at the clinic’s Locks Court location, check the date and working hours, then explicitly save it to the rota.
- 00:17
Track annual-leave requests
Hannah requests two working days in November. The request is Pending, with allowance, approved days and projected remaining balance shown separately.
- 00:26
Review commission rules and earnings
A 10% provider commission on a recorded £220 basis produces £22 earned. The historical earning remains unpaid and outstanding, separate from staff payouts.
- 00:35
Keep tips and payouts clear
Review a separate £10 Terminal tip attributed to Dr Priya Patel. The collected tip is outstanding to the colleague, with no recorded payout.
- 00:44
Set detailed team permissions
Owner Emma Wilson reviews receptionist Mia Turner’s role and individual Allowed or Blocked permissions, then explicitly saves the changes.
- 00:53
Choose room for your team to grow
Bring rota, annual leave, commissions, tips and permissions together. Choose Starter for up to 5 bookable members or Growth for unlimited team members.
Keep the team, diary and earnings connected
See working hours, time off, recorded earnings and app access together.
Staff rota
Plan regular working hours and individual shifts by member, location, date and time. Keep working availability close to the booking diary.
See who is working and when
In Managed: Rota and shift editing
Annual leave
Let colleagues submit time-off requests and see their leave allowance, approved days, pending requests and projected remaining balance.
Keep planned time off visible
In Managed: Leave requests and balances
Commissions and tips
Configure staff commission rules, review recorded earnings and track tips. Keep earnings, outstanding amounts and recorded payouts distinct.
Review each person’s recorded earnings
In Managed: Commission rules, earnings and gratuities
Shared tasks and handovers
Assign daily jobs and follow-up. Keep relevant appointment details, notes and conversations ready for the next colleague.
Make the next action clear
In Managed: Shared task assignment
Keep practitioner readiness in view
Review credentials, authorisations, renewals and workforce capacity alongside your staffing plans.
Keep workforce requirements in view
In Managed: Growth workforce tools
Prepare the team for the working week
1
Set roles and permissions
Invite the team, review each person’s role and save the individual access they need.
2
Plan shifts and time off
Set working patterns and rota shifts. Let colleagues submit annual-leave requests and track their projected balance.
3
Review earnings and handovers
Check recorded commissions and tips, keep payout records clear and assign outstanding team tasks.
Keep the team working from the same plan
Give colleagues a clear view of their working day, the next task and the information they can access.
Make daily responsibilities clear
Keep working availability, shared tasks and client follow-up connected so the next colleague can pick up the work.
Add workforce detail with Growth
Review practitioner credentials, authorisations, renewals and capacity alongside your staffing plans.
Choose the right plan for your team
Starter: up to 5 bookable members
Use the rota, annual leave, detailed permissions, commissions, tips and shared tasks with up to 5 bookable team members.
Starter
Growth: unlimited team members
Grow the team without a member limit. Growth also adds workforce credentials, authorisations, renewals and capacity tools.
Growth
Questions about team setup
Give the whole team a clear working day
Keep rota, leave, earnings and access ready for the working week.