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Profiles

Inherit a Profile

Learn how to have your teams inherit settings from profiles to simplify configuration and enable faster collaboration.

6 min read

Profiles are the best way to bring simplicity and efficiency to managing teams - all your teams can inherit a profile. When teams inherit a profile, it simplifies configuration changes to one location and enables them to move faster as one.

Before You Start

Important: Before you continue, make sure that you have joined the team you are inheriting a profile for.

Required Permissions:

  • Only members with an "Owner" role can update a team's profile inheritance
  • You must be a team member to make profile changes
  • Owner status in the team's settings

Limitations

When inheriting profiles, keep these limitations in mind:

  • Any team can inherit from the Organization Profile
  • A parlor team cannot inherit the Mobile Profile
  • A mobile team cannot inherit the Parlor Profile

Inherit a Profile

To inherit a profile, follow the steps below:

Step 1: Access Team Settings

  1. Go to Settings in the app menu
  2. Select General to access general settings
  3. Locate the Team card in the settings view

Step 2: Update Inherited Profile

  1. Scroll to the Team card's "Inherited profile" field
  2. Click the Update button next to the inherited profile field
  3. Select a profile to inherit from the list of available profiles
  4. Click Update to save the change

Available Profiles:

  • Organization Profile (default)
  • Mobile Profile (for mobile teams only)
  • Parlor Profile (for physical location teams only)
  • Other custom profiles your organization has created

Step 3: Update Inherited Configurations

  1. Scroll to the Team card's "Inherited configurations" field
  2. Click the Update button next to the inherited configurations field
  3. Select 1 or more configurations to inherit from the inherited profile
  4. Click Update to save the change

Selectable Configurations:

  • Services settings
  • Pricing configurations
  • Schedule templates
  • Booking rules
  • Feature enablements
  • And other profile-specific settings

How It Works

Profile inheritance works through a hierarchy system that determines which settings are applied to your team:

The Process:

  1. You select a parent profile for your team
  2. Your team automatically receives the settings from that profile
  3. You can choose which specific configurations to inherit
  4. Any settings you customize locally override the inherited settings
  5. Updates to the parent profile may affect non-overridden settings

Benefits of Profile Inheritance

Why Use Inheritance:

  1. Efficiency - Set up new teams quickly without reconfiguring everything
  2. Consistency - All teams get the same base configuration
  3. Centralized Management - Update settings in one location
  4. Flexibility - Override specific settings per team while maintaining standards
  5. Scalability - Easier to add new locations or teams as you grow

Common Inheritance Scenarios

Multiple Locations with Same Services

Situation: You have several physical locations that should all offer the same services and pricing.

Solution:

  • Create an Organization Profile with standard services and pricing
  • All locations inherit from this profile
  • Make location-specific overrides only when needed (e.g., local hours)

Benefits:

  • Change pricing once, affects all locations
  • Maintain consistent customer experience
  • Easy management as you scale

Franchise Model

Situation: You're a franchise with franchisees managing their own locations but following your brand standards.

Solution:

  • Create profiles by tier (Premium, Standard, Starter)
  • Each franchisee inherits from the appropriate profile
  • Allow local customization for market-specific needs

Benefits:

  • Enforce brand consistency
  • Allow operational flexibility
  • Easy to update franchise standards

Specialized Teams

Situation: You have general grooming teams and specialized show prep teams.

Solution:

  • Create separate profiles for each team type
  • General teams inherit from Standard Grooming Profile
  • Show prep teams inherit from Show Prep Profile

Benefits:

  • Specialized teams get appropriate service menus and pricing
  • Easy to replicate team types
  • Clear organization by function

Best Practices

  1. Clear Naming - Use descriptive, consistent profile names
  2. Document Profiles - Keep records of what each profile contains
  3. Limit Complexity - Avoid creating too many profile levels
  4. Regular Reviews - Audit which teams inherit which profiles
  5. Plan Structure - Develop inheritance strategy before creating profiles
  6. Use at Scale - Implement profiles when managing multiple teams
  7. Update Standards - Keep profiles current with best practices
  8. Train Staff - Ensure team understands inheritance rules
  9. Test Changes - Test profile updates on one team first
  10. Document Overrides - Note why specific teams have custom settings

Troubleshooting

Cannot Update Profile Inheritance - Permission Denied

Problem: Error message indicates you don't have permission to update profile inheritance

Possible Causes:

  • You don't have Owner role in the team
  • Your account permissions are restricted
  • You're not a member of the team

Solutions:

  1. Verify you have Owner role in the team
  2. Ask the team owner to update the inherited profile
  3. Request permission from account administrator

Profile Not Available for Inheritance

Problem: The profile you want to use doesn't appear in the available profiles list

Possible Causes:

  • Profile is incompatible with team type (e.g., mobile profile for parlor team)
  • Profile has been deactivated
  • Team type doesn't support that profile

Solutions:

  1. Verify team type matches profile type
  2. Check if profile is active
  3. Contact support for profile availability questions

Settings Not Updating After Profile Change

Problem: Changed the inherited profile but team settings didn't update as expected

Possible Causes:

  • Settings have local overrides that take precedence
  • Page needs refresh
  • System sync delay

Solutions:

  1. Refresh the page or clear browser cache
  2. Check for local overrides and revert if needed
  3. Wait a moment for system to sync
  4. Verify configuration selections were saved

Team Functionality Issues After Inheriting Profile

Problem: Team inherited profile and now bookings or operations aren't working correctly

Possible Causes:

  • Inherited services don't match team capabilities
  • Schedule doesn't align with actual availability
  • Profile incompatible with team type

Solutions:

  1. Review inherited services and override as needed
  2. Update inherited schedule to match actual availability
  3. Consider switching to different profile
  4. Break inheritance and use custom settings if needed

Need Help?

If you have questions about profile inheritance:

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