🧭 Overview

We've expanded and enhanced Roles & Permissions to provide a consistent permission model across Meetings, Services, and Rentals.

The existing permissions have now been extended to Services and Rentals, you can now configure more granular permissions for agency/account admins/users, making it easier to control exactly what each team member can view and manage across all scheduling modules.

✅ What's New

• Extended the existing permission model from Meetings to Services and Rentals.
• Existing permissions now cover:

1. Appointments & bookings across Meetings, Services, and Rentals.
2. Groups & categories across Meetings, Services, and Rentals.
3. Setup for calendars, services, and rental listings.

• Added a new Manage associated resources permission to control access to locations, staff, resources, add-ons, and other related components.
• Added a new Manage preferences & global settings permission to independently control access to module-level global settings and preferences.

🔐 How It Works

Each module now follows the same permission structure:

• View Calendars – Access Meetings, Services, or Rentals.
• Manage setup – Manage calendars, services, or rental listings.
• Manage appointments – Manage appointments and bookings across all verticals.
• Manage groups/categories – Manage meeting groups, service categories, and rental categories.
• Manage associated resources – Manage locations, staff, resources, add-ons and other associated components.
• Manage preferences & global settings – Manage vertical-level global settings and preferences.

Administrators can mix and match these permissions to create role-specific access for every team member.

🛠️ How to Set It Up

1. Agency View

• Navigate to:
• Settings → Team → Select Team Member → Roles & Permissions → Calendars

2. Account View

• Navigate to:
• Settings → My Staff → Select Team Member → Roles & Permissions → Calendars

Configure the required View and Manage permissions, then click Save.

🎯 Why This Matters

• Brings a consistent permissions experience across Meetings, Services, and Rentals.
• Gives administrators more granular control over what each team member can manage.
• Makes it easier to assign role-specific responsibilities without granting unnecessary access.
• Improves security and scalability as teams and operations grow.