Give service providers a focused Staff Cabinet for their own appointments and availability without giving them full Booking administration access.
Provider setup is one of the first steps in making services bookable.
Services connect the provider/staff side of Booking to what customers can actually select.
The Provider / Staff Cabinet gives providers a focused workspace for their own schedule and appointments without exposing the whole administration panel. It is the preferred day-to-day interface when a provider only needs to manage their own work.
The provider cabinet is driven by the Staff/Provider record and its user linkage. Permissions determine access; service/staff availability configured in admin determines what bookings appear.
Provider status/time-off changes can affect customers and future availability. Use least-privilege access so providers can perform their operational work without receiving unrelated administration capabilities.
A Booking Staff record can be connected to a user account. The account needs the permission to access the Booking staff cabinet, while the Staff record must be active and have Allow Staff Cabinet enabled. These two layers work together: the role controls what the account is allowed to access, and the Staff record controls provider-specific capabilities.
| Staff option | Effect |
|---|---|
| Allow Staff Cabinet | Allows the staff account to use the provider-facing Booking area when its role also grants staff-cabinet access. |
| Can Manage Schedule | Allows the provider to add and remove their own time-off periods from the Staff Cabinet. |
| Can Manage Calendar | Makes the provider calendar available for reviewing their appointments by date and status. |
| Can Manage Prices | Marks the staff profile as permitted to manage pricing in Booking features that use this capability. |
| Show in Booking | Controls whether the provider can be presented as a selectable/public staff member in booking interfaces. |
| Send Notifications | Controls whether provider-targeted Booking notifications should be sent to this staff member. |
| Is Active | Controls whether the provider profile is active for Booking operations. |
The dashboard is an operational summary for the signed-in provider. It shows Today's Revenue, Checked In Today, Unpaid Total, Active Services, Today's Appointments, Upcoming Appointments, and Pending Appointments. It also shows monthly revenue, a recent booking trend, status insights, upcoming appointments, and top services.
Use these numbers to decide what needs attention, then open the relevant appointment rather than treating the dashboard as an editing screen.
The Staff Cabinet has an Appointments list for bookings assigned to the provider. Staff can open an appointment to review its details, use the allowed status workflow, add a payment where that action is available, and download an invoice when the booking has one.
The appointment list also includes booking-code/QR search. This is useful at check-in: staff can enter a booking access code or use the camera scanner, then open the matching appointment instead of searching a long list manually.
When Can Manage Calendar is enabled, the provider can open Calendar and filter their scheduled appointments by status. The calendar is a staff-specific view; it does not grant access to every Booking appointment in the administration panel.
Open Time Off to block a period when the provider cannot accept bookings. Staff with Can Manage Schedule can enter Starts At, Ends At, an optional Reason, and Full Day. Upcoming blocks remain visible for review, and previous blocks are kept in a past-time-off history.
External calendar blocks are different
Time-off entries imported from a connected external calendar are identified by their external source and are not deleted from this local list in the same way as manually created time off.
Administrators remain responsible for the provider’s Staff profile, role permissions, service assignment, global Booking settings, payment/refund policy, and other business rules. The Staff Cabinet is designed for day-to-day provider work, not for complete module configuration.
Staff · Services · Appointments · Calendar · Booking Settings
The staff member’s bookings and calendar pages use the designs chosen for Staff bookings layout and Calendar layout, and the calendar opens in the view set as Calendar default view (see Frontend Designs). The My Calendar block shows the calendar on any page (see Page Builder Components).