In this document:
- Employees who need to manage their Appointment Type Availability
- Employees who need to see the Appointments booked for the day
Download and Install the Members Plugin
As a first step, log into WordPress as an administrator and go to:
Dashboard > Plugins > Add New. Search for Members and click Install Now beside the members plugin:
After installing, click “Activate” to enable the plugin:
Choosing the Role to Edit Permissions
After activating, click on the Members tab from the left side of the Dashboard menu.
You’ll see a table that shows all the different roles available on your site. The default ones that come with WordPress are Administrator, Author, Contributor, Editor, and Subscriber:
Each role offers different permissions to access different areas of your WordPress site. You can learn more about the default roles here.
To edit one of the default roles, click into one of them, or if you want to create your own role with custom permissions, click on Add New in the top-left corner.
In this example, let’s give with the Editor role permission to manage your Appointments.
Hover over the Editor role and click Edit to view the role permissions:
Setting the Role Permissions
Here, you’ll see a screen to edit permissions from different areas of your site the user can access. On the left hand side, look for the Simply Schedule Appointments heading and click on it:
Role Capability Permissions:
Manage SSA Settings: Let the user access the Settings tab in the Appointments Admin Page.
Manage Staff Members: Let the user manage staff members (coming soon, for Business edition)
Manage Appointment Types: Let the user to add, edit, or delete Appointment Types.
Manage Appointments: Let the user view upcoming appointments, past appointments, and book a new appointment.
Manage Others’ (Staff) Appointments: Let the user view upcoming appointments, past appointments, and book a new appointment on behalf of their staff members.
Manage Others’ (Staff) Blackout Dates: Let the user create, edit and delete blackout dates on behalf of their staff members.
To give the user permission to a capability, click on the permission’s check box under the Grant column.
To restrict the user from a permission, click on the permission’s check box under the Deny column.
Click the Update button to save your changes:
Assign a User to a Role
Once the role is created and the correct permissions assigned, the last step is to assign the role to your user(s).
Go to the WordPress Dashboard and click on Users in the left side menu.
Once the Users page loads, use the checkboxes to the left to select which user(s) you’d like to update.
Then, click Add role, select the role you wish to add to the user, and click Add to save. Follow these same steps to remove a role that’s already assigned to the user.
Upgrading to the Plus Edition
Gravity Forms Appointment Field
Formidable Forms Appointment Field
After the Setup Wizard