Trainer Permissions

The permission system lets you precisely control which features your trainers can use.

Overview

Bookicorn uses a role-based permission system:

  • Admin: Full access to all features
  • Trainer: Restricted access based on configuration

Available Permissions

Classes & Appointments

PermissionDescriptionDefault
View own classesTrainer sees their assigned classesYes
View all classesTrainer sees all studio classesNo
Create classesCreate new classesNo
Edit own classesChange title, descriptionNo
Change appointmentsAdjust times and datesNo
Cancel classesCancel appointmentsNo

Bookings & Participants

PermissionDescriptionDefault
View participantsView booking listsYes
Perform check-inRecord attendanceYes
Add bookingsManually enroll customersNo
Cancel bookingsRemove existing bookingsNo
Manage waitlistEdit the waitlistNo

Customers & Contacts

PermissionDescriptionDefault
View customer namesNames of participantsYes
View contact detailsEmail and phoneNo
Contact customersDirect messagesNo
Customer notesNotes about customersNo

Finances

PermissionDescriptionDefault
Own earningsOverview of own incomeYes
View booking valuesCredit/price per bookingNo
Revenue overviewStudio financesNo

Configuring Permissions

Individually Per Trainer

  1. Go to Admin → Trainers
  2. Select the trainer
  3. Click "Permissions"
  4. Enable/disable individual rights
  5. Save

Permission Templates

Create templates for typical trainer roles:

Basic Trainer:

  • View own classes
  • View participants
  • Check-in

Extended Trainer:

  • All basic rights
  • Edit own classes
  • View contact details
  • Add bookings

Senior Trainer:

  • All extended rights
  • Change appointments
  • Cancel bookings
  • Cancel classes

Security Notes

Principle of Least Privilege

Only grant permissions that are truly needed:

  • Start with basic rights
  • Expand when necessary
  • Document changes

Sensitive Data

Consider when granting access to contact details:

  • GDPR compliance
  • Trainer trustworthiness
  • Risk of data misuse

Regular Review

  • Review permissions quarterly
  • Remove unused rights
  • Update when roles change

Permissions in Practice

New Trainer

  1. Start with default permissions
  2. Observe for 2-4 weeks
  3. Expand as needed

Long-Term Trainer

  1. Review current rights
  2. Discuss needs
  3. Adjust individually

Departing Trainer

  1. Immediately revoke all rights
  2. Deactivate the account
  3. Change password if necessary

Common Scenarios

Enabling a Substitute

For temporary substitutions:

  • Activate "View all classes"
  • Deactivate again after the substitution

Class Leader Role

For trainers working independently:

  • Edit classes
  • Change appointments
  • Manage bookings

Reception Support

For trainers helping at the front desk:

  • View contact details
  • Add bookings
  • Check-in for all

Next Steps

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