When setting folks up on Schedulicity, there are two different kinds of limited login: provider logins and front desk logins. The only difference between these two is that a service provider offers services or classes and a front desk login is like a receptionist login, someone who doesn't offer services.

Limited logins will have full access to the appointments, classes, and clients pages on the account but will be unable to access the account settings or marketing pages. They would also have access to the following reports within the reports page: Schedule by Provider/Instructors, Agenda View, and Cancellations.

We recommend using provider/front desk logins. It’s a great way to track who has booked or edited appointments. It also restricts the access of employees to adding and editing appointments and clients. Keep in mind that the limited logins will have full access to the clients page but wouldn't be able to export a Complete Client List report.

To create a brand new service provider with their own login, walk through these steps:

  1. Go to the navigation menu on the upper left hand corner (the 3 striped lines) and select the “settings” option
  2. Select the “Providers/Instructors” tile
  3. Select the “add new” button in the upper right hand corner
  4. Enter the provider’s name and a bio. Also enter any pertinent notification information for email or text message notifications
  5. Under the “User account” header, enter the provider’s full name and email address
  6. Select save when finished. They will be sent an email prompting them to create their own password for the account. If they don't receive the email for some reason they can just go to log in and then select "forgot password" and this will send them a new one!

To create a login for an existing service provider:

  1. Go to the navigation menu on the upper left hand corner (the 3 striped lines) and select the “settings” option
  2. Select the “Providers/Instructors” tile
  3. Select the service provider for whom you’ll be creating a login and select the “edit” button in the upper right hand side of the screen
  4. Under the “User account” header, enter the provider’s full name and email address
  5. Select save when finished. They will be sent an email prompting them to create their own password for the account
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