Role-Based Guides

Not every team member needs the same information. These quick guides help each role focus on the parts of BeautyApp that matter most during a normal salon day.

Owner / Admin — Set policy, not just data

Owners and admins decide how the salon should operate inside the system: pricing, VAT, staff access, stock discipline, and promotion rules.

• Finish Salon Setup, VAT, invoice identity, and branding first.
• Decide therapist and location limits before onboarding more staff.
• Review reports, vouchers, and invoice behavior weekly, not only when something looks wrong.

Front Desk — Run the diary and collect the money

Front-desk staff spend most of their time in Appointments, Customers, POS, and Invoices. Their job is to keep the diary accurate and make sure every service ends with the correct billing.

• Open the calendar first, not the dashboard, when the day starts.
• Use customer profiles to see history and jump into the portal context when needed.
• Close the loop at checkout so appointments do not end the day without billing.

Therapist — Protect availability and schedule clarity

Therapists need correct hours, a clear schedule, and access that matches what the owner wants them to manage. Some salons also allow therapists to see reporting, but that is optional.

• Keep working hours current if self-management is enabled.
• Escalate wrong permissions before assuming the portal is broken.
• Use the therapist view for schedule discipline, not for admin configuration.