To keep things super safe for you and your clients, there are four access levels within PetPocketbook that you can assign to each member of your team: Staff, Senior Staff, Administrator, and Owner.
Check out a detailed breakdown of staff roles and permissions below:
Scheduling, billing, and payroll
| Staff | Senior Staff | Administrator | Owner |
View & complete appointments on own schedule | ✅ | ✅ | ✅ | ✅ |
View & edit 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 | ❌ | ❌ | ✅ | ✅ |
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Clients tab
| Staff | Senior Staff | Administrator | Owner |
View about (profiles) | 🟡 | ✅ | ✅ | ✅ |
View appointments | ❌ | ✅ | ✅ | ✅ |
View messages | 🟡 | ✅ | ✅ | ✅ |
View billing (settings) | ❌ | ❌ | ✅ | ✅ |
View documents | 🟡 | ✅ | ✅ | ✅ |
Add & edit clients, their profiles, & settings | ❌ | ❌ | ✅ | ✅ |
🟡 Only accessible from appointment details on your own schedule for clients in your care |
What shows up in your activity log
| 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) | ❌ | ✅ | ✅ | ✅ |
Messaging
| 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 | 🟡 | ✅ | ✅ | ✅ |
🟡 Message threads are only accessible from appointment details on the schedule or in the inbox when clients on the staff member's schedule that day send a new message