Spa Master Setup - Provider Controls

Owned by Kim Saunders
Last updated: Oct 25, 2024 by Emily Carlson
2 min read

Table of Contents

Overview

Used to control what a Provider is able to see and edit in the Provider instance of the Dashboard.

Required Permissions

  • Spa Admin

Provider Controls 

Provider Controls access to the Member Directory and the fields a Provider Admin is able to see and edit about themselves in the Spa Management system.

Provider Details

  • Toggle on the Allow Provider Access to Member Directory to allow specialists/providers the ability to access the Member Directory. 

Provider Profile

  • Show-Edit: Displays the field and allows the Provider to edit it. 

  • Show-Static: Displays the field but does not allow the Provider to edit it.

  • Hide: Hides the field from the Provider.  

  • Provider fields that can be set include: 

    • Provider Lookup: will always be set to Hide 

    • Provider Name: will always be set to Show-Static

    • Provider Display Name: will default to Show-Edit but can be changed  

    • Active Start/End Dates: will default to Show-Edit but can be changed  

    • Description: will default to Show-Edit but can be changed  

    • Gender: will default to Show-Edit but can be changed  

    • Email Address: will default to Show-Edit but can be changed  

    • Phone Number: will default to Show-Edit but can be changed  

    • Profile Photo: will default to Show-Edit but can be changed  

    • Schedule: will default to Show-Edit but can be changed  

    • Booking Availability: will default to Show-Edit but can be changed  

    • Associations: will default to Show-Edit but can be changed  

 

After modifying any of the provider controls, click Save to save the changes. 

Best Practices

  1. If your club adds a new Member Type in CMA, it should automatically sync to your Spa Reservations and Management system and be available for selection. If that new Member Type should be allowed to book appointments for spa services, be sure to check this Member Type.  If the new Member Type is not showing within your Spa system, click here to refer to the Office - Website Sync Guide (Admin Use Only).

FAQs

  1. The Save button changes from gray to green color when any changes are made to the provider controls. This serves as an indication that changes were made and need to be saved.

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