Users and roles in the Unity Booking give you an option to allow all WordPress users to use the back-end of this plugin depending on their role. Since different user roles have different capabilities, we will go through each of them.<\/p>\n\n\n\n
YOUR UNITY HUB BOOKINGS WILL BE SET-UP WITH THESE ROLES, THIS INFORMATION IS TO ASSIST YOU TO BETTER UNDERSTAND HOW THE SETUP FUNCTIONS.<\/p>\n\n\n\n
Contact your Unity Hub Administrator for any changes to roles. The support for changes are included in your monthly subscription.<\/strong><\/p>\n\n\n\n Content<\/strong><\/p>\n\n\n\n Administrator WordPress Administrator is the user who has all the plugin\u2019s permissions. An administrator can create services, locations, customers, employees, and appointments, and permanently delete or hide all entries. He can also customize the look of the front-end of the plugin, so it matches the website of the company. As an admin, one can also make changes in all WordPress settings and change the roles for the other users.<\/p>\n\n\n\n The \u201cManager\u201d role has almost the same permissions as an \u201cAdministrator\u201d role, but with a few important differences. A manager is allowed to hide but not delete anything; a manager cannot customize the front-end look of the plugin and doesn\u2019t have access to the WordPress settings.<\/p>\n\n\n\n You can add an \u201cWellness Unity Manager\u201d user by going to\u00a0Users \u00bb Add New<\/strong>, fill in the necessary data, and choose the \u201cWellness Unity Manager\u201d role under the \u201cRole\u201d option.<\/p>\n\n\n\n \u201cEmployee\u201d is the role you can give to some or all of your employees. Once you create a new Employee user an automatic email will be sent to your employee with a username and a URL link where they can set their password.<\/p>\n\n\n\n Employees can use Front-end Panel for Employees, where they can manage their appointments and events.<\/p>\n\n\n\n With this role, your employees can access the list of their appointments on the appointments page or directly on the calendar at the back-end, as well as in the Employee Panel, and they can also export the list for ease in tracking. If you want to give more permissions to your employees you can enable six more options which you can find in the plugin\u2019s Roles Settings on the Settings Page so your employees can:<\/p>\n\n\n\n Once you enable these options your employees will be able to also add or edit their appointments\/events (change status, reschedule, etc.), choose services that will be assigned to them, edit their personal information, working hours, days off, and special days. They will not, however, be able to see other pages on the back-end side or see the appointments from the other employees.<\/p>\n\n\n\n You have two options to assign this role to your employee:<\/p>\n\n\n\n If you want to change an employee\u2019s role to Manager, you can do so on the \u201cUsers\u201d page of the WordPress admin panel. Just find the employee you wish to change, click \u201cEdit\u201d, and under the \u201cRole\u201d option choose the \u201cManager\u201d role. <\/p>\n\n\n\n Please note:<\/strong> At the moment employee doesn\u2019t have permission to add new customers on the back-end. He can only create appointments with the existing customers (the ones that have profiles created in Unity Hub).<\/p>\n<\/div><\/div>\n\n\n\n The \u201cCustomer\u201d role enables your customers to see their appointments in the backend calendar, and on the appointments list, and also enables them to cancel<\/strong> their appointments on the appointments list. They can also reschedule<\/strong> their appointments by drag and drop or the \u201cEdit\u201d<\/strong> option on their Calendar. Please be aware that this is possible only for single appointments. To give them this permission you need to enable the option \u201cAllow customers to reschedule their own appointments\u201d<\/strong> in the \u201cRoles Settings\u201d<\/strong>.<\/p>\n\n\n\n There is also a Front-end Panel for Customers, and by using it your customers can manage their appointments and events from the front-end page of your website.<\/p>\n\n\n\n Once you create a new Customer an automatic email will be sent to your customer with a username and a URL link where they can set their password.<\/p>\n\n\n\n If you want to add this role to one or more customers you can do it in the same way you would for the employees:<\/p>\n\n\n\n Users and roles in the Unity Booking give you an option to allow all WordPress users to use the back-end of this plugin depending on their role. Since different user roles have different capabilities, we will go through each of them. YOUR UNITY HUB BOOKINGS WILL BE SET-UP WITH THESE ROLES, THIS INFORMATION IS TO… Read More »Users and Roles<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"","neve_meta_content_width":0,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"","_themeisle_gutenberg_block_has_review":false,"footnotes":""},"categories":[45],"tags":[],"class_list":["post-950","post","type-post","status-publish","format-standard","hentry","category-fitness"],"gutentor_comment":0,"_links":{"self":[{"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/posts\/950"}],"collection":[{"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/comments?post=950"}],"version-history":[{"count":1,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/posts\/950\/revisions"}],"predecessor-version":[{"id":1015,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/posts\/950\/revisions\/1015"}],"wp:attachment":[{"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/media?parent=950"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/categories?post=950"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/tags?post=950"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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Customer<\/p>\n\n\n\nAdministrator<\/h3>\n\n\n\n
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