When setting up Employee Profiles, it's important to know the difference between Access Levels and Employee Types.
An employee type specifies whether an employee's role is administrative or one that teaches or provides services to customers. Service Provider employees have their own Calendar for booking appointments and scheduling personal tasks, while Admin employees generally don't have a calendar but can be given a calendar to manage personal tasks. Access levels, on the other hand, manage what screens they see and what actions they can perform in Vagaro. We highly recommend setting up access levels and assiging them to limit and restrict what your employees can see and do in Vagaro.
Prerequisites: This feature is available for all Vagaro businesses.
The Employee Profiles screen shows the both the Employee Type for each user:
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Service Provider: Team members who manage their customers and appointments on the Vagaro calendar and perform services. They may have different working Hours than the business, and they can choose to allow Online Booking and Share Calendar. There is a license fee for each service provider added, other than the business owner's, for up to seven calendars, after which it is a flat fee to add an unlimited number of service providers.
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Account Admin: Team members, such as receptionists, accountants, and cleanup staff, who do not provide services to customers. This employee type typically doesn't have their own calendar but they can view or modify other calendars if their access level allows. Admins can be given a calendar if you toggle Add Calendar after selecting this employee type so they can schedule personal tasks, request time off, set working hours, clock in and out, and so on. If you toggle it on again, the calendar will be restored.
Warning
Allowing an Admin to have a calendar requires another Vagaro license; therefore, your subscription will be updated and billed accordingly.
Changing your employee's account type is performed in the Employee Profile screen. Keep in mind that service providers and admins with calendars can't be changed back to admin accounts. These employee profiles will have to be deleted and re-added.
To change an employee's account type:
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Go to → → .
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Select Employees to view the employee list.
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Select the employee's profile.
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In the employee's profile, under Locations, select the Action
menu, then select Password & Security.
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Scroll down to the bottom of the page, select the Employee Type drop-down, and then select Service Provider.
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Select Save.
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