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Access to WP Dashboard for Staff

WordPress accounts tied to your site will give staff access to the company's dashboard (stripped-down version of).

 

Setup

1. Create WordPress accounts for staff in WordPress dashboard (general section, not Bookly) > Users.

2. Choose role (level of access) for each new account:

  • Subscriber - doesn't see actual data values in any of the dashboard sections;
  • Contributor, Author, or Editor - can only view and edit appointments in calendar that belong to the staff member associated with that WordPress user. Can also edit their own personal info as a staff member;
  • Admin - full access.

3. In Bookly menu > Staff Members > [a staff member], pick the WordPress user from the "User" drop-down menu.

 

Watch this video to discover the main Bookly settings and features.

 

RELATED

Notifications – let staff know about incoming appointments and let them approve/cancel them right from the email.

Google Calendar sync – automatically add new appointments to Google Calendar; keep busy periods from being booked as appointments.

Have more questions? Submit a request

14 Comments

  • Avatar
    Kim

    What is the best way to give staff acess to their calendars? Do they log onto the wordpress admin with their user account?

  • Avatar
    Support Team

    Hi Kim, I advise that the associated WordPress user accounts should have the "editor" role. They can log in in the back-end to see their calendar and profile.

  • Avatar
    Sérgio Dinis

    Hi, we have a company that provides cleaning services and we would like to know if team managers can access an admin account - to manage the schedules / services of the various teams - viewing only the Bookly plugin when they access WP Dasboard, and not the rest of the administrator panel. Thanks

  • Avatar
    Product Team

    Hi Sergio, currently, only Admin users have full access to Bookly. If you want to give full access to Bookly, though not to the whole dashboard you’ll need some third-party plugins. You can check this one: http://adminmenueditor.com/

  • Avatar
    Anas Shaikh

    I created a wordpress user with Editor, Author, Restaurant Manager role and then assigned the service to the employee as well but can't seem to login to the dashboard through any of the respective assigned roles, gave admin rights to the user and it logged in to the dashboard seamlessly. Any help?

  • Avatar
    Support Team

    HI Anas, in case staff members are associated with WP editor role accounts, they should have access to their calendar and profile, if that's not the please send us an email to support@ladela.com with this inquiry and your purchase code.

  • Avatar
    Leif

    Hi, how can the employee see his list of appointments (as you write in the description of the add-on)?

    If I log in with an employee Login, I can only see calender viwe but not the list of appointments.

  • Avatar
    Support Team

    Hi, currently, staff members have access only to the calendar, though not to the appointment list, sorry for the confusion.

  • Avatar
    Ralf Longwitz

    Same point as Leif: I would really like staff members to see their list of appointments, which I find much more useful than the calendar.

  • Avatar
    Support Team

    Hi, at the moment, staff members don't have access to the appointments menu, they can view their appointments only in the calendar (menu).

    Edited by Support Team
  • Avatar
    Ralf Longwitz

    "At the moment" - meaning you are working on a fix? Would you have an approximate date for when this might become available?

  • Avatar
    Support Team

    It means that now this feature is not available, though it may be added in the future. Currently, we are not working on it, though you can contribute by voting this feature request: https://support.booking-wp-plugin.com/hc/en-us/community/posts/115003992054-Staff-members-access , so it will have a bigger chance to be included in our development plan.

  • Avatar
    Benjamin Andersen

    Would you consider adding a custom user role that only accesses the bookly section, and none of the other sections?

  • Avatar
    Support Team

    Hi Benjamin, yes, we will take into consideration for future implementations. You can contribute by voting this feature request https://support.booking-wp-plugin.com/hc/en-us/community/posts/115003992054-Staff-members-access

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