Types of admin access
There are two different types of admin access: Organisation and Location.
In single location clinics, users with admin access with automatically have access to both Organisation and Location admin settings.
In multi-location clinics, the account owner has access to both but will need to contact hello@collums.co to request Organisation admin access for other users.
Choosing between Organisation and Location admin
For users with Organisation admin access: use the drop down at the top centre of the admin screen to choose between Organisation and any Location admin settings.
The layout is the same regardless of whether you have just a single location. Imagine you have more than one clinic - would the setting you are wanting to change apply to all the locations or would it be something that a clinic manager would change for a single location?
Organisation level admin
The Organisation admin contains settings that apply to the whole organisation (covering all the locations within it).
Resources (e.g. services, products and courses) are created at the Organisational level. Check the locations that you wish the resource to be available in. Discounts behave in the same way.
Forms, pre/after care, notifications.
Staff are created and then allocated to the locations they might work in.
User permission and commission structures.
Staff jobs.
If you have a single location, there is no need to allocate resources etc to your location - it will automatically apply to your location as there is only one.
Location level admin
The Location admin contains settings that apply to just that location.
Creation of rooms, equipment, opening hours.
Allocating rooms and equipment to services.
Setting staff service permissions (note that only those set at Organisation level can be chosen).
Commission structures and jobs created at Organisational level can be allocated to staff.
Some functions are available at both Organisation and Location level e.g.:
Staff personal details.
Client merge.