WordPress accounts tied to your site will give staff access to the company's dashboard (stripped-down version of).
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 to WP Dashboard;
- Bookly Supervisor – your staff under this role will see Calendar, Appointments, Profile, Customers and Payments menus;
- Bookly Administrator – full access to Bookly.
To modify user roles and capabilities, you can use a third-party plugin, for example – https://wordpress.org/plugins/user-role-editor/ or https://wordpress.org/plugins/capability-manager-enhanced/. Create a capability named as manage_bookly_appointments and add this capability to Editor role and then your editors will able to manage bookings.
If you do not want your staff members to make changes to their profile, disable this setting in Settings > General > Allow staff members to edit their profiles.
If you want to give full access to Bookly, though not to the whole WP dashboard, you’ll need to use some third-party plugins. It will work only for the back-end. You can check this one https://adminmenueditor.com/
For more information about WordPress user roles, see this link https://codex.wordpress.org/Roles_and_Capabilities
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.
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.