Boulevard includes several default roles designed to match common responsibilities across your business. Each role comes with a set of permissions that determine what users can see and do in the system, and is meant to be a starting point for you to determine the right level of access for each of your staff. Actual access may vary based on configuration and assigned locations.
This article explains what each default role is for and how they differ, so you can assign access confidently and securely.
Accountant, Medical Director, and Franchise Owner roles may not yet be live for all businesses - they are part of a gradual roll out and some are limited to specific packages.
Admin
What is the Admin role?
The Admin role has the highest level of access in Boulevard. Admins can manage account-wide settings, users, locations, and financial workflows.
This role is typically assigned to owners, executive operators, or trusted leaders responsible for how Boulevard is set up and governed.
What can Admins do?
Admins can:
Access and manage all locations
Create, edit, and deactivate users and assign roles
Configure services, products, pricing, and availability
Manage permissions and advanced settings
View and manage reports, payouts, and financial data
Edit appointments, clients, and transactions
Manage integrations and system-level configurations
Because Admins have broad control, they can see and modify nearly all data in the account.
When should I assign this role?
Assign the Admin role sparingly. Anyone with this role can make changes that affect the entire business.
Location Manager
What is the Location Manager role?
The Location Manager role is designed for leaders who oversee daily operations at one or more specific locations. This role provides strong operational access without full account-wide control.
It’s ideal for general managers, studio managers, or practice managers.
What can Location Managers do?
Location Managers can:
Manage schedules, services, and staff at assigned locations
Grant staff permissions equal to or lower than their own
View and edit appointments and client information
Manage location-level availability and settings
Access operational and performance reports for their locations
Support front desk workflows, including check-in and checkout
Their access is limited to assigned locations and does not include system-level or financial controls reserved for Admins.
Front Desk / Receptionist
What is the Front Desk / Receptionist role?
The Front Desk / Receptionist role supports daily client-facing operations, with access focused on scheduling, client management, and checkout.
This role is ideal for receptionists, coordinators, and support staff.
What can Front Desk / Receptionists do?
Front Desk / Receptionists can:
Create, edit, and manage appointments
Check clients in and out
Process payments (based on configuration)
View and update client profiles
Manage waitlists, rescheduling, and day-of support
This role does not include access to advanced settings, reporting, or permission management.
Service Provider
What is the Service Provider role?
The Service Provider role is built for professionals who deliver services to clients. Access is centered on the provider’s own schedule and appointments.
This role is commonly used for stylists, clinicians, therapists, or technicians.
What can Service Providers do?
Service Providers can:
View and manage their own schedule
See upcoming and past appointments
Access client details related to their services
Update appointment statuses and notes (based on configuration)
View personal performance metrics where enabled
Service Providers cannot manage business settings, users, or view sensitive financial or operational data beyond their own work.
Here are matching summaries for Accountant, Medical Director, and Franchise Owner, written to mirror the structure, tone, and level of specificity of your Service Provider example. These should drop in cleanly alongside the existing role sections.
Accountant
What is the Accountant role?
The Accountant role is designed for users who need visibility into financial data without access to scheduling, clients, or operational workflows.
This role is commonly used for internal or external accountants, bookkeepers, or finance partners.
What can Accountants do?
Accountants can:
View financial reports and revenue data
Access transaction history and payout information
Export financial reports for reconciliation or analysis
Accountants do not have access to scheduling, client profiles, or business settings.
Medical Director
What is the Medical Director role?
The Medical Director role is built for clinical oversight. Access is focused on reviewing client and service-related information without managing day-to-day operations or finances. This role is only included with Aesthetics Bundle, Starter Aesthetics Bundle, or Enterprise Bundle tiers.
This role is commonly used for medical directors or supervising clinicians.
What can Medical Directors do?
Medical Directors can:
View appointments and schedules for assigned locations
Access client profiles and service history for clinical review
Add or review clinical notes where enabled
View clinical or utilization-related reports
Medical Directors cannot manage users, configure business settings, or access financial data.
Franchise Owner (Enterprise Tier only)
What is the Franchise Owner role?
The Franchise Owner role provides high-level visibility across franchise locations without operational control. Access is designed for oversight rather than day-to-day management.
This role is commonly used for franchise owners or corporate stakeholders.
What can Franchise Owners do?
Franchise Owners can:
View summary-level reports across franchise locations
Access high-level financial and performance data
Monitor location activity and trends
Franchise Owners do not manage appointments, clients, users, or account settings.
Detailed Permission Breakdown by Role
This chart shows how common permissions are distributed across default roles. It is not exhaustive but meant to illustrate the differences between each role's default settings. Actual access may vary based on your business' configuration and assigned locations.
Appointments, Scheduling & Availability
Permission | Admin | Location Manager | Front Desk / Receptionist | Service Provider | Accountant | Medical Director | Franchise Owner |
View schedules | All | Assigned locations | Assigned locations | Own | No | Assigned locations | Assigned locations |
Create appointments | Yes | Yes | Yes | No | No | Limited | No |
Edit appointments | Yes | Yes | Yes | Own only | No | Limited | No |
Cancel appointments | Yes | Yes | Yes | Own only | No | Limited | No |
Manage waitlists | Yes | Yes | Yes | No | No | No | No |
Override availability | Yes | Yes | No | No | No | No | No |
Manage availability rules | Yes | Location only | No | No | No | No | No |
Block time / adjust schedules | Yes | Yes | No | Own only | No | Limited | No |
Clients & Profiles
Permission | Admin | Location Manager | Front Desk / Receptionist | Service Provider | Accountant | Medical Director | Franchise Owner |
View client profiles | All | Location | Location | Own | No | Assigned locations | Assigned locations |
Edit client details | Yes | Yes | Yes | Limited | No | Limited | No |
Add notes to client profiles | Yes | Yes | Yes | Limited | No | Yes | No |
View client history | Yes | Yes | Yes | Own only | No | Yes | Limited |
Check-In, Checkout & Payments
Permission | Admin | Location Manager | Front Desk / Receptionist | Service Provider | Accountant | Medical Director | Franchise Owner |
Check clients in/out | Yes | Yes | Yes | No | No | No | No |
Process payments | Yes | Limited† | Limited† | No | No | No | No |
Issue refunds | Yes | Limited† | No | No | No | No | No |
Sell products/services | Yes | Yes | Yes | No | No | No | No |
View transaction history | Yes | Location only | No | No | Yes | No | Yes (summary) |
† Payment access depends on your configuration.
Services & Products
Permission | Admin | Location Manager | Front Desk / Receptionist | Service Provider | Accountant | Medical Director | Franchise Owner |
Create/edit services | Yes | Location only | No | No | No | Limited | No |
Create/edit products | Yes | Location only | No | No | No | No | No |
Manage pricing | Yes | Location only | No | No | No | No | No |
Reporting & Financials
Permission | Admin | Location Manager | Front Desk / Receptionist | Service Provider | Accountant | Medical Director | Franchise Owner |
View reports | All | Location | No | Personal only | Financial only | Clinical only | Franchise-level |
Export reports | Yes | Yes (location) | No | No | Yes | Limited | Yes |
View revenue data | Yes | No | No | No | Yes | No | Yes |
View payouts | Yes | No | No | No | Yes | No | Yes (summary) |
View utilization/performance | Yes | Location | No | Own only | No | Yes | Limited |
Users, Roles & Settings
Permission | Admin | Location Manager | Front Desk / Receptionist | Service Provider | Accountant | Medical Director | Franchise Owner |
Create/edit users | Yes | No | No | No | No | No | No |
Assign roles | Yes | No | No | No | No | No | No |
Assign locations | Yes | No | No | No | No | No | No |
Manage account settings | Yes | No | No | No | No | No | No |
Manage integrations | Yes | No | No | No | No | No | No |
