Wix Bookings: Adding Staff Permissions

4 min read
You can allow staff members to manage their own clients and sessions in the Wix calendar by assigning them the role of Bookings Staff Member. With this role, staff members can:  
  • Manage their own appointments, classes and courses (e.g. edit session details, mark attendance, add participants or mark a session as "paid")
  • Email all participants in any of their sessions
  • Block their own time on the calendar
  • Access the Agenda tab in the Wix mobile app
Tips:
In this article, learn more about:

Assigning the role of Bookings Staff Member

Allow your staff to manage their own bookings by making them Bookings staff members on your site. This frees you up to focus on other aspects of your business and affords your employees more freedom. 

To assign the role of Bookings staff member:

  1. Make sure you add the relevant person as a staff member.
  2. Go to Staff in your site's dashboard. 
  3. Click Give Calendar Access under the relevant staff member. 
  4. Click Send Invite
  5. (Optional) Click Invite next to Sync personal calendar in the Staff tab. This sends a second email to allow your new Bookings staff member to sync their personal calendar. 
A screenshot showing how to send an invite to a staff member so they can sync their personal calendar.

Accepting role invites

Encourage your staff to manage their own clients and sessions by explaining how to become a Bookings staff member. This saves you time in future and allows them to manage their own schedule. 

To accept a Bookings staff member role invite:

  1. Your staff member clicks Accept Invite in the email they receive.
  2. They sign in to their existing Wix account or register a new Wix account if required.
  3. They click the More Actions  drop-down in the Booking Calendar.
  4. They click Sync personal calendar.
A screenshot showing how to sync your personal calendar from the more actions menu.
  1. They click Sync next to the relevant personal calendar.
  2. They select the relevant account to sync with their Wix Bookings calendar.
  3. They click Allow to grant the necessary permissions.
A screenshot showing a staff member with a synced personal calendar in the wix dashboard.

Allowing staff to manage their own working hours

Allow your staff members to manage their own working hours and control their schedules. Staff members can then maintain their availability and reduce scheduling conflicts. This decreases your admin time and allows you to focus on other areas of your business.
Before you begin:
Your staff need to accept your invitation to become a Bookings Staff Member before you can allow them to edit and manage their own hours. 

To allow staff to manage their own working hours:

  1. Go to Roles & Permissions in your site's dashboard.
  2. Click Manage Roles.
  3. Click + Create New Role
  4. Enter the Role Title (e.g. Senior Bookings staff member) and a brief Description of the role (e.g. can update and manage their own working hours).
  5. Click to expand the Bookings permissions. 
  6. Select the Manage own working hours checkbox. 
  7. (Optional) Select the checkbox next to any other relevant permissions to your new custom role. 
  8. Click Save
  9. Go back to Roles & Permissions
  10. Click the More Actions icon  next to the relevant Bookings Staff Member.
    Note: The staff member needs to accept your invite before you can complete the following steps.
  11. Click Change Role
  12. Select the checkbox next to your newly-created custom role. 
  13. Click Save.
A screenshot showing how to add your new custom role to a staff member.
Tip:

FAQs

Click a question below to learn more about staff permissions.

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