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Appointments: roles and permissions in booking details

Not every team member sees the same options in the Appointments section. This article explains who can do what in the booking detail and why some buttons may not be visible.

Why this matters

Permissions in the booking detail protect both your operations and sensitive data. They typically control:

  • Who can change the booking status.

  • Who can change the specialist or location.

  • Who can see the client's contact details.

Roles overview

Administrator

Has full access to manage bookings in the Appointments section — approving, cancelling, editing booking details, and all operational actions. Can see bookings for all specialists.

Manager

Can manage bookings — cancel, approve, and edit details. However, does not have access to studio settings (instructor management, payment methods, etc.).

Instructor (specialist)

Can only manage bookings assigned to them. Doesn't have the Appointments menu, so doesn't see the Bookings list. In the Class schedule, they also see other specialists' appointment bookings (service, time and specialist; the client isn't shown), but can open the booking detail only for bookings assigned to them.

Client contact details

Administrators always see the client's email and phone number. Managers and instructors see them too, unless contact details are hidden from the team for the whole studio. This isn't a permission you set per person, and there's no setting for it in the app; to change it, contact Zenamu support. When contacts are hidden, a manager or instructor sees the booking but not the client's contact information.

How this appears in the interface

  • The user doesn't see an action button (e.g. changing the specialist or location).

  • The user sees the booking detail but without some information.

  • The user can only work with their own bookings.

Common scenarios

A manager doesn't see the same options as an administrator

Check the account's role and any restrictions on access to client contacts.

An instructor can't open other specialists' bookings

This is expected behavior. An instructor with basic permissions also sees other specialists' appointment bookings in the Class schedule, but can open and manage only their own assigned appointments.

I can't see the client's email in the detail

If you're a manager or an instructor, client contact details are most likely hidden from the team in your studio. This isn't set per instructor, and there's no setting for it in the app. An Administrator always sees the email and phone number; to change the studio setting, contact Zenamu support.

Tip: Set up a simple internal rule: who handles approving and cancelling bookings, who communicates with clients, and who has access to contact details.

FAQ

Why can't I see the booking management buttons?

Most often because of your role, or because the booking isn't assigned to you.

Can an instructor change another specialist's booking?

Not by default — only if they have manager or administrator permissions.

Where do I set up permissions?

Go to Settings > Instructors and collaborations and click the instructor. Change the options under Extended permissions (Manager or Administrator) and click Save. Only an Administrator can do this.

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