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Manager (Web)

Purpose​

Manager Web 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 Mobile guides when working across devices.

Expected result​

Manager Web 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 web appointments-calendar-operations screenshot

Manager web task map for shared workflows and escalation boundaries.