To streamline user management, access rights are configured through Security Profiles, which contain detailed information about what program features are accessible to a user. You can create profiles that allow unlimited access to all program features (e.g., using descriptive names like "Owner" or "Manager") or ones that restrict the user to very few features (e.g., "Front Desk" or "Employees").
Security Profiles are assigned to employees directly within the Employee Profile.
For additional information on user management, refer to the "PatientNow Essentials/EnvisionNow: Security Profiles" article.
CLIENTS MENU | CLIENTS MENU |
Client List Access | Allows the user to access the client list and client records. |
Access to All Clients | Allows the user to access all client records rather than only records available through location, schedule, assignment, or other restrictions. (Note: Applicable to Command Center accounts only). |
Client Edit Popup Access | Allows the user to access the client edit window and change client profile details when related edit permissions allow it. |
Show Demographic Information on Edit Screen | Allows the user to access demographic fields on the client edit screen; disabling it hides demographic information from that edit view. |
Delete Clients | Allows the user to delete client records. |
Purge Client | Allows the user to permanently purge a client record |
Client Image Access | Allows the user to view and manage with images/photos attached to client records. |
Client Notes Access | Allows the user to view client notes. |
Edit Client Notes Access | Allows the user to edit client notes. |
Delete Client Notes Access | Allows the user to delete client notes. |
Concierge Automation Access | Allows the user to access and manage the configured system- wide Concierge automation tools/Pathways and settings. |
Concierge Tracking Access | Allows the user to view and monitor clients’ progress and participation in Concierge |
Delete Documents | Allows the user to delete documents from client records. |
Formula List Access | Allows the user to view and manage the configured system- wide list of formula options. Employees will still be able to view formulas on client profiles when enabled. |
Walkin Queue Access | Allows the user to access walkin queue features or screens. |
Client Type List Access | Allows the user to view and manage the configured system- wide dropdown list list of client type options. |
Lead Source List Access | Allows the user to view and manage the configured system- wide dropdown list list of lead source options. |
Discount Plan List Access | Allows the user to view and manage the configured system- wide dropdown list list of discount plan options. |
Loyalty Program List Access | Allows the user to view and manage the configured system- wide dropdown list list of loyalty program options. |
Marketing Template Creator | Allows the user to view and manage the configured system- wide templates within the marketing template creator. |
Email Campaign List Access | Allows the user to view the email campaign list. |
Allow Merge Clients | Allows the user to merge duplicate or related client records. |
SMS Campaign List Access | Allows the user to view and manage the sms campaign lists. |
Automated Marketing Access | Allows the user to view and manage the configured automated marketing features or screens. |
Service Reminders Access | Allows the user to access and manage the configured system- wide service reminder features and screens. |
Dynamic Client List Access | Allows the user to view and manage the configured system- wide list of dynamic client options. |
Image Category List Access | Allows the user to view and manage the configured system- wide list of image category options. |
Document Category Access | Allows the user to access and manage the configured system- wide list of document category options. |
Membership Programs Access | Allows the user to access and manage the configured system- wide membership programs. |
Allow Duplicating Memberships | Allows the user to duplicate existing memberships records or setups configured system-wide. (Note: Applicable to Command Center accounts only). |
Membership Billing Access | Allows the user to access membership billing features or screens. |
MEDICAL MENU | MEDICAL MENU |
Med Forms Access | Allows the user to track all forms for all clients. Note that employees without this access will still be able to view and fill out forms directly on a client's record. |
Update My Records Delete Form Packs | Allows the user to access or manage update my records form packs. |
Treatment Access | Allows the user to access the Treatment tab/screen in a client record and the treatment list from the Medical Menu. |
Allow Prescribing | Allows the user to write or submit prescriptions when prescribing is enabled. |
Allow Add/Edit/Delete Medication History | Allows the user to add, edit, and delete client medication history entries on treatment/charting records |
Allow Add/Edit/Delete Allergies | Allows the user to add, edit, and delete client allergy entries on treatment/charting records |
Allow Add/Edit/Delete Surgeries | Allows the user to add, edit, and delete client surgery entries on treatment/charting records |
Allow Add/Edit/Delete Chronic Conditions | Allows the user to add, edit, and delete chronic conditions entries on treatment/charting records |
Allow Treatment Signatures | Allows the user to sign treatment records or apply stored treatment signatures where supported. |
Allow Editing / Deleting Read Only Records | Allows the user to edit or delete treatment/charting records that would otherwise be read-only. |
Allow Editing Laser Treatments | Allows the user to edit client Laser Treatment entries on treatment/charting records |
Allow Editing Shot Records | Allows the user to edit Shot Record entries on treatment/charting records |
Amend Simple SOAP Notes | Allows the user to edit saved SOAP notes. |
Allergy Type List Access | Allows the user to view and manage the configured system- wide dropdown list of allergy options used during charting. |
Chronic Condition List Access | Allows the user to view and manage the configured system- wide dropdown list of chronic condition options used during charting. |
Injection List Access | Allows the user to view and manage the configured system- wide dropdown list of injection options used during charting. |
Injection Site List Access | Allows the user to view and manage the configured system- wide dropdown list of injection site options used during charting. |
Labs Access | Allows the user to access labs features or screens. |
Laser Equipment List | Allows the user to view and manage the configured system- wide dropdown list of laser equipment options used during charting. |
Laser Procedure Type List | Allows the user to view and manage the configured system- wide dropdown list of laser procedure type options used during charting. |
Medication List Access | Allows the user to view and manage the configured system- wide dropdown list of medication options used during charting. |
Pharmacy List Access | Allows the user to view and manage the configured system- wide dropdown list of pharmacy options used during charting and prescribing. |
Prescription History List Access | Allows the user to view and manage the prescription history written and ordered through your business |
Soap Attributes List Access | Allows the user to view and manage the configured system- wide dropdown list of SOAP attribute options used during charting. |
Soap Attributes Group Access | Allows the user to access and manage the configured system- wide SOAP attribute group features and screens used during charting. |
Surgery Type List Access | Allows the user to view and manage the configured system- wide dropdown list of surgery type options used during charting. |
Treatment Program List Access | Allows the user to view and manage the configured system-wide dropdown list of treatment program options used during charting. |
Treatment Equipment List Access | Allows the user to view and manage the configured system-wide dropdown list of treatment equipment options used during charting. |
EMPLOYEES MENU | EMPLOYEES MENU |
Employee List Access | Allows the user to view and manage the configured employee list to edit employee records and settings. |
Employee Access Tab Access | Allows the user to open the Access tab on an employee's record, where location access for multi-location businesses can be viewed and configured |
Add Employees | Allows the user to add new employee records to be configured within the system. |
Deactivate Employees | Allows the user to deactivate previously configured employee records. |
EP/EPCS Management Access | Allows the user to manage the configured electronic prescribing/EPCS access settings for each employee |
Edit Assigned Employee Security Profile | Allows the user to change which security profile is configured and assigned to an employee's record |
Audit Log Access | Allows the user to view the audit log to track exactly which screens were opened, the types of actions taken, and the specific records that were viewed or edited. |
Employee Department List Access | Allows the user to view and manage the configured system- wide dropdown list of employee department options. |
Employee Type List Access | Allows the user to view and manage the configured system- wide dropdown list of employee type options. |
Certification List Access | Allows the user to view and manage the configured system- wide dropdown list of certification options. |
Send SMS to Employees Screen Access | Allows the user to access send sms to employees screen features or screens. |
Employee Goals List | Allows the user to view and manage the configured system- wide list of employee goal options. |
Team Goals List | Allows the user to view and manage the configured system- wide list of team goal options. |
Edit Employee Performance Plan | Allows the user to view and manage the configured system- wide list of employee performance plans. |
Qualified Service Template List Access | Allows the user to view and manage the configured system- wide dropdown list of qualified service template options |
Manage Time Card Access | Allows the user to view and manage employee time cards. |
Security Profile List Access | Allows the user to view and manage the configured system-wide list of security profiles. This should be disabled for staff who should not alter permissions. |
Allow Duplicating Security Profiles | Allows the user to duplicate existing security profiles configured. (Note: Applicable to Command Center accounts only). |
Commission Plan Access | Allows the user to view and manage the configured system- wide list of commission plan options. |
Employee Work Schedule | Allows the user to view and manage employee work schedules configured. |
Employee Shift List | Allows the user to view and manage the configured system- wide list of employee shift options. |
Work History | Allows the user to view and manage work history for employees. |
Work History Type | Allows the user to view and manage the configured system- wide list of work history type options. |
Manage Reviews Access | Allows the user to access manage reviews features or screens. |
Task Category List Access | Allows the user to view and manage the configured system- wide list of task category options |
Task Status List Access | Allows the user to view and manage the configured system- wide list of task status options. |
Task List Access | Allows the user to view and manage the task list. |
Add New Task Access | Allows the user to access add new task features or screens. |
Edit Task Access | Allows the user to access edit task features or screens. |
Show Tasks for All Employees Access | Allows the user to view tasks assigned to all employees, not only their own tasks. |
INVENTORY MENU | INVENTORY MENU |
Retail List Access | Allows the user to view the retail/product item list. |
Add Retail Items | Allows the user to add new configured system-wide retail/product items |
Delete Retail Items | Allows the user to delete configured system-wide retail/products items |
Allow Retail Merge | Allows the user to merge configured system-wide retail/product items |
Allow Duplicating Products | Allows the user to duplicate existing configured system-wide retail/product items. (Note: Applicable to Command Center accounts only). |
Service List Access | Allows the user to view the configured system-wide list of service options. |
Add Services | Allows the user to add new configured system-wide service options. |
Delete Service Items | Allows the user to delete configured system-wide service options. |
Allow Service Merge | Allows the user to merge configured system-wide service options. |
Allow Duplicating Services | Allows the user to duplicate existing configured system-wide service options. (Note: Applicable to Command Center accounts only). |
Package List Access | Allows the user to view and manage the configured system- wide list of package options. |
Allow Package Merge | Allows the user to merge configured system-wide package options. |
Allow Duplicating Packages | Allows the user to duplicate existing configured system-wide package options. (Note: Applicable to Command Center accounts only). |
Other List Access | Allows the user to view and manage the configured system- wide list of "other" options |
Allow Other Merge | Allows the user to merge configured system-wide "other" options. |
Inventory Department List Access | Allows the user to view and manage the configured system- wide list of inventory department options. |
Inventory Class List Access | Allows the user to view and manage the configured system- wide list of inventory class options. |
Service Type List Access | Allows the user to view and manage the configured system- wide list of service type options. |
Inventory Vendor List Access | Allows the user to view and manage the configured system- wide list of inventory vendor options. |
Inventory Manufacturer List Access | Allows the user to view and manage the configured system- wide list of inventory manufacturer options. |
Purchase Order List Access | Allows the user to view and manage the list of purchase orders. |
Receive Inventory Access | Allows the user to view and manage the list of inventory/purchase orders received |
Peak Pricing List Acess | Allows the user to view and manage the configured system- wide list of price adjustment options. |
Price Adjustment List Acess | Allows the user to access or manage price adjustment list acess. |
Mass Price Adjustments Access | Allows the user to perform configured system-wide mass price adjustments. |
Price Check Access | Allows the user to access price check features or screens. |
Physical Count Access | Allows the user to perform and manage configured system- wide physical inventory counts. |
Inventory Transfer Access | Allows the user to perform configured system-wide inventory transfers between locations or areas. |
SCHEDULE MENU | SCHEDULE MENU |
Schedule Access While At Location | Controls what schedule information the user can view while logged in from an approved business location. |
Schedule Access Away From Location | Controls what schedule information the user can view while logged in away from the business location. IP Addresses must be registered in Security Options Settings for this to be enabled. |
Resource Types Access | Allows the user to access and manage the configured system- wide resource type features and screens. |
Resource Access | Allows the user to access and manage the configured system- wide resource features and screens. |
Blocked Time Types Access | Allows the user to access and manage the configured system- wide blocked time type features and screens. |
Appointment Types Access | Allows the user to access and manage the configured system- wide appointment type features and screens. |
Appointment Reminder Access | Allows the user to access and manage the configured system- wide appointment reminder features and screens. |
Full Schedule Access (Schedule is read-only if this option is disabled) | Allows the user to fully edit the schedule. If disabled, schedule access is read-only. |
Allow Booking at All Locations | Allows the user to book appointments at all locations rather than only permitted or assigned locations. (Note: Applicable to Command Center accounts only). |
Allow editing/canceling history appointments | Allows the user to edit or cancel past/historical appointments. |
Allow user to create appointments | Allows the user to create appointments. |
Allow user to edit/delete appointments | Allows the user to edit or delete appointments. |
Allow user to create blocked times | Allows the user to create blocked time on the schedule. |
Allow user to edit/delete blocked times | Allows the user to edit or delete blocked time on the schedule. |
Appointment Extras Access | Allows the user to access appointment extras features or screens. |
Patient Progress Access | Allows the user to access patient progress features or screens. |
Appointment Status List Access | Allows the user to view and manage the appointment status list. |
Disable accessibility options on schedule | Disables the accessible schedule controls. Leave unchecked when users need keyboard/browser accessibility support for schedule navigation. |
Schedule Options | Allows the user to access and manage the configured system- wide schedule options. |
SALES REGISTER MENU | SALES REGISTER MENU |
Sales Register Access | Allows the user to access the Sales Register. |
Full Recall Ticket Access | Allows the user to access full recall ticket features or screens. |
Twenty-Four Hour Limited Recall Ticket Access | Allows the user to access twenty-four hour limited recall ticket features or screens. |
Allow editing of externally created ticket. | Allows the user to edit tickets created outside the standard sales-register flow. |
Remove Ticket | Allows the user to remove ticket. |
Z-Out Access | Allows the user to access Z-Out/register closeout functions. |
Reopen Z-Out Access | Allows the user to access reopen z-out features or screens. |
Close Z-Out Access | Allows the user to access close z-out features or screens. |
Pay Out Access | Allows the user to perform payout/pay-in register actions. |
Discounts | Allows the user to apply discounts at the sales register. |
Return Items | Allows the user to process item returns. |
Enable/Disable Service Fee | Allows the user to access or manage enable/disable service fee at sales register. |
Edit Line Items | Allows the user to edit line items at the sales register. |
Remove Package Line Items | Allows the user to remove package line items from the sales register. |
Void Tickets | Allows the user to void tickets. |
Open Cash Drawer Access | Allows the user to open the cash drawer. |
No Sale Access | Allows the user to perform a No Sale cash-drawer action. |
View On Hold Ticket Access | Allows the user to access view on hold ticket features or screens. |
Put Tickets On Hold Access | Allows the user to put tickets on hold. |
Allow commission override adjustments at sales register | Allows the user to override or adjust commissions at the sales register. |
Override Credit Card Payments | Allows the user to override credit-card payment handling where supported. |
Loyalty Point Adjustments | Allows the user to adjust client loyalty points at the sales register. |
Search Gift Cards by Client in Sales Register | Allows the user to search gift cards by client from the sales register. |
Show Stated Column On Z-Out Screen | Allows the user to see stated column on z-out screen. The numbers in the Stated column show the transaction amounts for each payment type recorded by the system under the current Z-Out Drawer. |
Show Cost on Edit Line Item | Allows the user to see cost (cost to your company) on edit line item. |
Edit Price on Line Item | Allows the user to edit the price (price your clients pay) on a ticket line item. |
Edit Cost On Line Item | Allows the user to edit the cost (cost to your company) on a ticket line item. |
Gift Card List Access | Allows the user to view and manage the configured system- wide list of gift cards to manually enter, edit, and track the usage of gift certificates. |
Enter Pole Display Mode Access | Allows the user to access enter pole display mode features or screens. |
Coupon List Access | Allows the user to view and manage the configured system- wide list of coupons. Employees will still be able to apply coupons at checkout when enabled. |
QuickBooks Access | Allows the user to access QuickBooks integration/accounting export functions when QuickBooks integration is enabled. |
REPORTS |
REPORTS |
Permissions that apply broadly across reports. |
|
View All Employees on Reports/Dashboards (when applicable) | Allows the user to view report and dashboard data for all employees when a report or dashboard supports employee- level filtering. |
INSIGHTS HUB DASHBOARDS | INSIGHTS HUB DASHBOARDS |
Top KPI Dashboard | Allows the user to view the Top KPI Dashboard dashboard. |
Sales / Financial | Allows the user to view the Sales / Financial dashboard. |
Enrollment / Retention | Allows the user to view the Enrollment / Retention dashboard. |
Appointments | Allows the user to view the Appointments dashboard. |
Inventory | Allows the user to view the Inventory dashboard. |
Accounting | Allows the user to view the Accounting dashboard. |
Memberships | Allows the user to view the Memberships dashboard. |
Help Glossary | Allows the user to view the Help Glossary dashboard. |
INSIGHTS HUB SCHEDULED REPORTS | INSIGHTS HUB SCHEDULED REPORTS |
Insights Hub Scheduled Reports | Allows the user to access scheduled reports in Insights Hub. |
DASHBOARDS | DASHBOARDS |
Daily Dashboard Access | Allows the user to view the Daily Dashboard Access dashboard. |
Employee Performance Monitor Access | Allows the user to view the Employee Performance Monitor Access dashboard. |
Comparison Dashboard Access | Allows the user to view the Comparison Dashboard Access dashboard. |
Forecast Dashboard Access | Allows the user to view the Forecast Dashboard Access dashboard. |
Performance Dashboard Access | Allows the user to view the Performance Dashboard Access dashboard. |
Employee Level Up Dashboard | Allows the user to view the Employee Level Up Dashboard dashboard. |
Company Level Up Dashboard | Allows the user to view the Company Level Up Dashboard dashboard. |
Payment History | Allows the user to view the Payment History dashboard. |
Payouts | Allows the user to view the Payouts dashboard. |
Profit & Loss Statement | Allows the user to view the Profit & Loss Statement dashboard. |
CLIENT REPORTS | CLIENT REPORTS |
Bounced E-Mail Addresses Report | Allows the user to run and view the Bounced E-Mail Addresses Report report. |
Campaign Statistics Report | Allows the user to run and view the Campaign Statistics Report report. |
Client Formulas Report | Allows the user to run and view the Client Formulas Report report. |
Client Referrals Tree | Allows the user to run and view the Client Referrals Tree report. |
Client Referrals by Client Report | Allows the user to run and view the Client Referrals by Client Report report. |
Client Referrals by Employee Report | Allows the user to run and view the Client Referrals by Employee Report report. |
Clients By Birthday | Allows the user to run and view the Clients By Birthday report. |
Clients By First Visit | Allows the user to run and view the Clients By First Visit report. |
Clients By Last Visit | Allows the user to run and view the Clients By Last Visit report. |
Clients By Lead Source | Allows the user to run and view the Clients By Lead Source report. |
Client Name/Address List Report | Allows the user to run and view the Client Name/Address List Report report. |
Client Phone/Email Duplicates Report | Allows the user to run and view the Client Phone/Email Duplicates Report report. |
MEDICAL / RX REPORTS | MEDICAL / RX REPORTS |
Allergy List Report | Allows the user to run and view the Allergy List Report report. |
Chronic Condition List Report | Allows the user to run and view the Chronic Condition List Report report. |
Imaging List Report | Allows the user to run and view the Imaging List Report report. |
Injections / Shots List Report | Allows the user to run and view the Injections / Shots List Report report. |
Laser Treatment List Report | Allows the user to run and view the Laser Treatment List Report report. |
Medication List Report | Allows the user to run and view the Medication List Report report. |
Prescription Report | Allows the user to run and view the Prescription Report report. |
Revenue by Resource | Allows the user to run and view the Revenue by Resource report. |
Surgery List Report | Allows the user to run and view the Surgery List Report report. |
Treatment Report | Allows the user to run and view the Treatment Report report. |
Weight Loss Progress | Allows the user to run and view the Weight Loss Progress report. |
Vitals | Allows the user to run and view the Vitals report. |
MEMBERSHIP REPORTS | MEMBERSHIP REPORTS |
Expiring Credit Cards | Allows the user to run and view the Expiring Credit Cards report. |
Membership Billing History | Allows the user to run and view the Membership Billing History report. |
Memberships by Client | Allows the user to run and view the Memberships by Client report. |
Next Billing Preview | Allows the user to run and view the Next Billing Preview report. |
EMPLOYEE REPORTS | EMPLOYEE REPORTS |
Employee Certifications | Allows the user to run and view the Employee Certifications report. |
Employee Name/Address Report | Allows the user to run and view the Employee Name/Address report. |
Employee Qualified Services | Allows the user to run and view the Employee Qualified Services report. |
Work History | Allows the user to run and view the Work History report. |
Employee Work Schedule | Allows the user to run and view the Employee Work Schedule report. |
Work Schedule Summary | Allows the user to run and view the Work Schedule Summary report. |
Payments by Employee Report | Allows the user to run and view the Payments by Employee Report report. |
Waiting List Access | Allows the user to access waiting list reporting or related report features. |
PAYROLL REPORTS | PAYROLL REPORTS |
Commission Overrides | Allows the user to run and view the Commission Overrides report. |
Hours Worked | Allows the user to run and view the Hours Worked report. |
Net Payroll Commission Report | Allows the user to run and view the Net Payroll Commission Report report. |
Payroll Calculation | Allows the user to run and view the Payroll Calculation report. |
Payroll Commission Detail | Allows the user to run and view the Payroll Commission Detail report. |
Payroll Commission Summary | Allows the user to run and view the Payroll Commission Summary report. |
Schedule vs Time Card Analysis | Allows the user to run and view the Schedule vs Time Card Analysis report. |
Employee Hourly Totals | Allows the user to run and view the Employee Hourly Totals report. |
Employee Sales Sheets | Allows the user to run and view the Employee Sales Sheets report. |
Employee Tips | Allows the user to run and view the Employee Tips report. |
INVENTORY REPORTS | INVENTORY REPORTS |
Inventory Labels | Allows the user to run and view the Inventory Labels report. |
Inventory On Order | Allows the user to run and view the Inventory On Order report. |
Inventory Qty Adjustment Log | Allows the user to run and view the Inventory Qty Adjustment Log report. |
Inventory Received by Date | Allows the user to run and view the Inventory Received by Date report. |
Inventory Received by PO | Allows the user to run and view the Inventory Received by PO report. |
Inventory Reorder Level | Allows the user to run and view the Inventory Reorder Level report. |
Inventory Shrinkage | Allows the user to run and view the Inventory Shrinkage report. |
Inventory Transfers | Allows the user to run and view the Inventory Transfers report. |
On Hand Valuation | Allows the user to run and view the On Hand Valuation report. |
Physical Count Sheet | Allows the user to run and view the Physical Count Sheet report. |
Product List Report | Allows the user to run and view the Product List Report report. |
Purchase Orders | Allows the user to run and view the Purchase Orders report. |
Service List Report | Allows the user to run and view the Service List Report report. |
SALES REPORTS | SALES REPORTS |
Sales by Date | Allows the user to run and view the Sales by Date report. |
Sales by Client | Allows the user to run and view the Sales by Client report. |
Sales by Client Type | Allows the user to run and view the Sales by Client Type report. |
Sales by Employee | Allows the user to run and view the Sales by Employee report. |
Sales by Employee Department | Allows the user to run and view the Sales by Employee Department report. |
Sales by Employee Type | Allows the user to run and view the Sales by Employee Type report. |
Sales by Inventory | Allows the user to run and view the Sales by Inventory report. |
Sales by Inventory Class | Allows the user to run and view the Sales by Inventory Class report. |
Sales by Inventory Department | Allows the user to run and view the Sales by Inventory Department report. |
Sales by Inventory Package | Allows the user to run and view the Sales by Inventory Package report. |
Sales by Inventory Type | Allows the user to run and view the Sales by Inventory Type report. |
Sales by Lead Source | Allows the user to run and view the Sales by Lead Source report. |
Sales by Manufacturer | Allows the user to run and view the Sales by Manufacturer report. |
Sales by Vendor | Allows the user to run and view the Sales by Vendor report. |
SALES GROWTH REPORTS | SALES GROWTH REPORTS |
Sales by Client Growth | Allows the user to run and view the Sales by Client Growth report. |
Sales by Date Growth | Allows the user to run and view the Sales by Date Growth report. |
Sales by Employee Growth | Allows the user to run and view the Sales by Employee Growth report. |
Sales by Employee Department Growth | Allows the user to run and view the Sales by Employee Department Growth report. |
Sales by Gift Card Growth | Allows the user to run and view the Sales by Gift Card Growth report. |
Sales by Inventory Class Growth | Allows the user to run and view the Sales by Inventory Class Growth report. |
Sales by Inventory Growth | Allows the user to run and view the Sales by Inventory Growth report. |
Sales by Inventory Department Growth | Allows the user to run and view the Sales by Inventory Department Growth report. |
Sales by Lead Source Growth | Allows the user to run and view the Sales by Lead Source Growth report. |
Sales by Manufacturer Growth | Allows the user to run and view the Sales by Manufacturer Growth report. |
Sales by Retail Growth | Allows the user to run and view the Sales by Retail Growth report. |
Sales Summary Growth | Allows the user to run and view the Sales Summary Growth report. |
Sales by Vendor Growth | Allows the user to run and view the Sales by Vendor Growth report. |
LOCATION COMPARISON REPORTS | LOCATION COMPARISON REPORTS |
Location Comparison - Summary | Allows the user to run and view the Location Comparison - Summary report. |
Subtotal by Client Type | Allows the user to run and view the Subtotal by Client Type report. |
Subtotal by Employee | Allows the user to run and view the Subtotal by Employee report. |
Subtotal by Employee Department | Allows the user to run and view the Subtotal by Employee Department report. |
Subtotal by Employee Type | Allows the user to run and view the Subtotal by Employee Type report. |
Subtotal by Inventory Class | Allows the user to run and view the Subtotal by Inventory Class report. |
Subtotal by Inventory Department | Allows the user to run and view the Subtotal by Inventory Department report. |
Subtotal by Inventory Item | Allows the user to run and view the Subtotal by Inventory Item report. |
Subtotal by Lead Source | Allows the user to run and view the Subtotal by Lead Source report. |
Subtotal by Manufacturer | Allows the user to run and view the Subtotal by Manufacturer report. |
Subtotal by Vendor | Allows the user to run and view the Subtotal by Vendor report. |
GIFT CARDS / PREPAID REPORTS | GIFT CARDS / PREPAID REPORTS |
Gift Card List Report | Allows the user to run and view the Gift Card List Report report. |
Prepaid Products - Outstanding Report | Allows the user to run and view the Prepaid Products - Outstanding Report report. |
Prepaid Products - Sales/Awarded Report | Allows the user to run and view the Prepaid Products - Sales/Awarded Report report. |
Prepaid Products - Used Report | Allows the user to run and view the Prepaid Products - Used Report report. |
Accounting Reports | Section header for accounting report permissions. |
ACCOUNTING SUMMARY | ACCOUNTING SUMMARY |
Aged Receivable | Allows the user to run and view the Aged Receivable report. |
Sales Tax by Rate | Allows the user to run and view the Sales Tax by Rate report. |
Sales Tax Summary | Allows the user to run and view the Sales Tax Summary report. |
Sales Register Reports | Section header for sales-register report permissions. |
COUPON REDEMPTION REPORT | COUPON REDEMPTION REPORT |
Discounts Report | Allows the user to run and view the Discounts Report report. |
Drawer Under/Over | Allows the user to run and view the Drawer Under/Over report. |
Loyalty Point Log Report | Allows the user to run and view the Loyalty Point Log Report report. |
Loyalty Point Redemption Report | Allows the user to run and view the Loyalty Point Redemption Report report. |
Pay Out/In Report | Allows the user to run and view the Pay Out/In Report report. |
Payment Detail | Allows the user to run and view the Payment Detail report. |
Quote List | Allows the user to run and view the Quote List report. |
Returns by Date | Allows the user to run and view the Returns by Date report. |
Payments by Employee Report | Allows the user to run and view the Payments by Employee Report report. |
Service Fee Report | Allows the user to run and view the Service Fee Report report. |
Signed Receipts Report | Allows the user to run and view the Signed Receipts Report report. |
Ticket Details | Allows the user to run and view the Ticket Details report. |
Vantiv Transaction Log | Allows the user to run and view the Vantiv Transaction Log report. |
Card On File Transaction Log | Allows the user to run and view the Card On File Transaction Log report. |
Z-Out Report | Allows the user to run and view the Z-Out Report report. |
APPOINTMENT REPORTS | APPOINTMENT REPORTS |
Appointment Block Time List | Allows the user to run and view the Appointment Block Time List report. |
Appointments Data Comparison | Allows the user to run and view the Appointments Data Comparison report. |
Appointments by Client | Allows the user to run and view the Appointments by Client report. |
Appointments by Date Booked | Allows the user to run and view the Appointments by Date Booked report. |
Appointments by Date Range | Allows the user to run and view the Appointments by Date Range report. |
Appointments by Employee | Allows the user to run and view the Appointments by Employee report. |
Appointments by Group | Allows the user to run and view the Appointments by Group report. |
Cancelled Appointment List | Allows the user to run and view the Cancelled Appointment List report. |
Cashed Out Clients by Appointment Type / Totals by Employee | Allows the user to run and view the Cashed Out Clients by Appointment Type / Totals by Employee report. |
Cashed Out Clients by Appointment Type / Totals by Type | Allows the user to run and view the Cashed Out Clients by Appointment Type / Totals by Type report. |
Daily Appointment List | Allows the user to run and view the Daily Appointment List report. |
No Show Appointments List | Allows the user to run and view the No Show Appointments List report. |
Online Booking Statistics | Allows the user to run and view the Online Booking Statistics report. |
Work Tickets | Allows the user to run and view the Work Tickets report. |
BUSINESS ANALYSIS REPORTS | BUSINESS ANALYSIS REPORTS |
Business Analysis Summary | Allows the user to run and view the Business Analysis Summary report. |
Business Goals by Month | Allows the user to run and view the Business Goals by Month report. |
Employee Goals Summary | Allows the user to run and view the Employee Goals Summary report. |
Employee Goals by Month | Allows the user to run and view the Employee Goals by Month report. |
Employee Productivity | Allows the user to run and view the Employee Productivity report. |
Employee Sales Summary | Allows the user to run and view the Employee Sales Summary report. |
Employee Utilization | Allows the user to run and view the Employee Utilization report. |
Front Desk Activity | Allows the user to run and view the Front Desk Activity report. |
Missed Opportunities | Allows the user to run and view the Missed Opportunities report. |
Percent of Sales by Inventory Type | Allows the user to run and view the Percent of Sales by Inventory Type report. |
Prebook Analysis | Allows the user to run and view the Prebook Analysis report. |
Prebook Detail | Allows the user to run and view the Prebook Detail report. |
Retail Analysis Report | Allows the user to run and view the Retail Analysis Report report. |
Retention - Active Clients | Allows the user to run and view the Retention - Active Clients report. |
Retention - Active Clients by Employee | Allows the user to run and view the Retention - Active Clients by Employee report. |
Retention - New Clients | Allows the user to run and view the Retention - New Clients report. |
Retention - New Clients by Employee | Allows the user to run and view the Retention - New Clients by Employee report. |
Sales by Service Type | Allows the user to run and view the Sales by Service Type report. |
Sales by Service Type / Employee | Allows the user to run and view the Sales by Service Type / Employee report. |
Sales Statistics - Daily | Allows the user to run and view the Sales Statistics - Daily report. |
Sales Statistics - Hourly | Allows the user to run and view the Sales Statistics - Hourly report. |
Sales Statistics - Weekly | Allows the user to run and view the Sales Statistics - Weekly report. |
Service Forecast | Allows the user to run and view the Service Forecast report. |
Team Goals by Individual Summary | Allows the user to run and view the Team Goals by Individual Summary report. |
Team Goal by Team Summary | Allows the user to run and view the Team Goal by Team Summary report. |
OTHER PERMISSIONS | OTHER PERMISSIONS |
Allow login in to the mobile application | Allows the user to log in to the mobile employee application. |
Show Online Training/University in Help Menu | Shows online training/university links in the Help menu for the user. |
Open Support Ticket Access | Allows the user to open support tickets. |
Send Suggestion Access | Allows the user to submit feedback and suggestions from within the system directly to PatientNow. |
Command Center - Brand Access | Allows the user to access central, brand-level Command Center features. This grants administrative control to create, standardize, and manage configurations across the entire organization, including locations, regions, configuration templates, and master availability for multi-location records. (Note: Applicable to Command Center accounts only). |
Command Center - Location Access | Allows the user to access operational, location-level Command Center features. This grants control to manage configurations for a single, selected location, including specific settings that must be managed individually rather than at the organization-wide brand level. (Note: Applicable to Command Center accounts only). |
SMS Log Access | Allows the user to access the system-wide SMS log to view all text messages sent to all customers. |
Show Retail/Medication on Treatment Screen | Shows retail/medication information on the Treatment screen. |
Show Client Phone Numbers at Sales Register, Appointment Calendar and SMS Log |
Allows client phone numbers to display at the Sales Register, Appointment Calendar, and SMS Log. |
Allow Checkout At All Locations(unchecked limits user to where they are scheduled) | Allows the user to check out clients at all locations. If disabled, checkout access is restricted to only the specific locations where the user has access. |
Show Client Address at Sales Register and Appointment Calendar | Allows client address information to display at the Sales Register and Appointment Calendar. |
(IP Restriction) Do not restrict access from outside the business (Enables Remote Security Profile if IP is not recognized) |
Allows access from outside the business network. If the IP is not recognized and remote profiles are configured, the Remote Security Profile is used. |
(IP Restriction) Allow clock in / clock out when away from the business | Allows the user to clock in or out while away from the business network. To restrict employees to only clocking in or out while on-site, authorized IP addresses must be registered in the security settings. |
(IP Restriction) Disregard IP restrictions when using the mobile application | Allows mobile-app access without enforcing the normal IP restrictions. |