PawLoyalty - Security Levels for Employees
Store Owner-
Everything Manager has but less access than Admin login.
- Under Admin has access to
- Referred By, Multi-Day Training Classes, Color/Markings, Veterinarians, Report Card, Past Revenue Stack, Health, Alert Emails
Read Only-
-Has access to customer records with no ability to edit them.
-Does have access to edit prices at booking, check-in, & check out and apply discounts.
-Has access to Email Marketing
-No access to Administration Area or Incentives
Reports Access: Feeding, Medication, Check Out Report, Check In Report, Vaccination Report
Manager-
-Has access to all customer records, can edit all appointments.
-Cannot edit any employees information.
-No access to Administration area or Incentives
-Can send out Email Marketing
-Some Admin Access
Reports Access: Access to all reports except Employee Pay, Tip Pay, Employee Activity.
Restricted Employee-
-Under Customer Management has access to everything. Can cancel appointments, edit package balances.
-Does have the ability to edit prices at checkout and apply discounts, take payments.
-No access to Administration area or Incentives
-Can send out Email Marketing
-Reports Access:
· Limited Financial Reports: Appointments Booked Report, Active Packages by Customer, Credit Package Usage, Current Inventory-Products, Product Sales, Invoice Reconciliation.
· Operational Reports: Feeding, Medication, Grooming, Training - All
· Performance Reports: Clients Added By Report, Daycare Evaluation Report, Training Consultation Report
· No Employee Reports
· Customer Reports: Customers Without Recent Appointments
· Other Reports: Bath, Appointments by Sitter or Groomer, Walking Group, End of Day, Start of Day, In-House Report, Lead Task Report, End of Day Report, Start of Day Report, Feeding Consumption, Medication Consumption, Activity Delivered
· Beta: Training Report
Related Articles
PawLoyalty - Assigning employees to add on services
When adding an add-on groom service to an appointment, PawLoyalty will assign it to the first employee available that has that service assigned to them. You can change who the service is assigned to by moving the appointment on the Employee Calendar. ...PawLoyalty - Sort order of employees on Employee calendar
The Employee Calendar will show in alphabetical order. However, it shows groomers and trainers first, and then general employee afterwards in alphabetical order. In our example, Andy is set as a general employee so he will show after the groomers and ...PawLoyalty - Employee cannot clock in/out
Employees need a login in order to be able to punch in/out. To do this, click on PawLoyalty, Employees. Click on the employee and click Create Employee Login. Add their email and password. Then you'll need to set their administration role. Click here ...PawLoyalty - Error when adding appointment
There may be times when you get an error when making an appointment. Some examples are: Object reference not set to an instance of the object No Employees available for service Price has not been set for service String was not recognized as valid ...Employee commission set up
You will go to employee click on the employee name > add/remove service button ( add all services they can be booked for) Change the payment option and value. From the schedule tab you will put in their hours they can work.