WordPress accounts linked to your site will grant staff members access to the company's dashboard (stripped-down version of the full dashboard).
1. Create WordPress accounts for staff in the WordPress sidebar menu > Users.
2. Choose a 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 view and edit appointments in the 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 the WP Dashboard.
- Bookly Supervisor: Staff under this role will manage the Calendar, Appointments, Customers, and Payments menus.
- Bookly Administrator: Full access to Bookly.
Alternatively, you can select Create WordPress user from the ‘User’ drop-down when you add an employee in the Staff Members section.
Choose the role that will be assigned to newly created WordPress user accounts for staff in Settings > User Permissions > New staff account role.
3. In Staff Members > [select a staff member], choose the corresponding WordPress user from the ‘User’ drop-down menu.
WordPress user details (login & password) can be sent automatically in the email or SMS notification by enabling the New staff member's WordPress user login details notification type.
To modify user roles and capabilities, you can use a third-party plugin such as https://wordpress.org/plugins/user-role-editor/ or https://wordpress.org/plugins/capability-manager-enhanced/. Create a capability named "manage_bookly_appointments" and add this capability to the Editor role. This allows editors to manage bookings.
If you don't want your staff members to make changes to their profile, disable this setting in Settings > General > Allow staff members to edit their profiles.
For full access to Bookly without access to the entire WordPress dashboard, you may need to use third-party plugins. Please note that this solution applies only to the back-end. You can explore plugins like https://adminmenueditor.com/.
For additional information about WordPress user roles, refer to this link: https://codex.wordpress.org/Roles_and_Capabilities
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.