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Manager (Mobile)

Purpose​

Manager Mobile hub for shared operations with clear escalation to owner-only workflows.

Prerequisites​

  • Active MANAGER profile is selected for the business.
  • Owner has granted required operational permissions.

Step-by-step​

  1. Open role sections for Appointments, Services, Staff, Analytics, Schedule, Promotions, Rules, and Settings.
  2. Run all shared operational workflows directly from manager pages.
  3. Escalate billing and company status actions to owner-only workflows.
  4. Switch to Web guides when working across devices.

Expected result​

Manager Mobile workspace is fully operational for shared workflows with clear owner escalation boundaries.

Common mistakes​

  • Trying to perform owner-only billing actions from manager workspace.
  • Trying to change company active/deactive status without owner escalation.
owner mobile appointments-calendar-operations screenshot

Manager mobile task map for shared workflows and escalation boundaries.