What staff permissions are available in PetPocketbook?

Staff

Senior Staff

Administrator

Owner

View & complete appointments on own schedule

✅

✅

✅

✅

View, edit & add new appointments to others' schedules

❌

✅

✅

✅

View & respond to client appointment requests

❌

✅

✅

✅

View & edit invoices & payments

❌

❌

✅

✅

View own payroll breakdown

✅

✅

✅

✅

View & edit compensation setup & payroll breakdown for all staff

❌

❌

❌

✅

View & edit company settings

❌

❌

✅

✅

Staff

Senior Staff

Administrator

Owner

View about (profiles)

🟡

✅

✅

✅

View appointments

❌

✅

✅

✅

View messages

🟡

✅

✅

✅

View billing (settings)

❌

❌

✅

✅

View documents

🟡

✅

✅

✅

Add & edit clients, their profiles, & settings

❌

❌

✅

✅

Staff

Senior Staff

Administrator

Owner

Changes to own schedule (including when you mark complete appointments)
​

✅

✅

✅

✅

Changes to others' schedules (including when they mark complete appointments)
​

❌
​

✅

✅

✅

Changes to client profiles (including documents)

❌
​

✅

✅

✅

Staff

Senior Staff

Administrator

Owner

Access the messages inbox

🟡
​

✅

✅

✅

View, respond to, and start new conversations for clients on today's schedule

✅

✅

✅

✅

View, respond to, and start conversations for any client

🟡
​

✅

✅

✅

Staff

Senior Staff

Administrator

Owner

Access the reports tab

❌
​

❌

✅

✅

View & download sales trends

❌
​

❌

✅

✅

View & download financials

❌
​

❌

✅

✅

View & download client data

❌

❌

✅

✅

View & download payout history

❌

❌

✅

✅

View & download staff compensation

❌*

❌*

❌*

✅

View & download tax information

❌

❌

🟡

✅