With MoeGo's staff settings page, you have the flexibility to tailor staff roles and permissions to suit your business needs.

Staff members can access MoeGo from both the Web Version and App with controlled permissions, expanding accessibility beyond just the Owner and Admin roles.

Additionally, you can create custom roles, empowering you to fine-tune permissions for each staff member according to their responsibilities and access requirements.

1.Create a New Role

🖥️ Web

To create a new staff role on the desktop, simply:

  1. Go to < Settings > on the side-menu
  2. Select < Staff >
  3. Select < Role setting > on the secondary side-menu
  4. Select < Add new role > button, enter the role name, and click < Confirm >
  5. Customize the permissions that suit your business needs

You could also create a role by duplicating an existing one. Then, you can rename it as you need.

📱App

To create a new staff role on the app, simply:

  1. Go to < Settings > on the side-menu
  2. Select < Staff >
  3. Select < Role settings >
  4. Select the < + > on the bottom right of the screen
  5. Add a < Role Name > and select < Save >
  6. Customize the permissions that suit your business needs

2.Change Staff Member's Role

🖥️ Web

To change the role of a staff member using the desktop, simply:

  1. Go to < Settings > on the side-menu
  2. Click on a < Staff > of your choice
  3. In the < Profile > section, select the < Role > drop-down menu to update the role of your choice
    1. You can't change the role of the Owner
    2. You can click on < Check permission > to see if you need to adjust the role setting again
  4. Select <Save> to update the staff member's role

📱App

To change the role of a staff member using the app, simply:

  1. Go to < Settings > on the side-menu
  2. Select < Staff >
  3. Select < Role settings >
  4. Select the < + > on the bottom right of the screen
  5. Add a < Role Name > and select < Save >

3.Permission Categories


You have the flexibility to establish a range of permissions tailored to specific staff roles you've defined. These categories encompass:

💳 Payment


Payment permissions allow you to control what each staff member can view or do related to payments.

Go to Setting > Staff > Role permission > Payments to set up.

Access payment settings

  • View payout & dispute details under Payments > Card processing > Transaction activity
  • Add/edit payment methods and tip collection under Settings > Payments
  • Add in a bank accounts for MoeGo Pay payouts*
  • Set up payment preferences (custom fee/tipping screen, etc.)
  • Manage card reader location & device settings

*Only Owner account can request a bank account be switched to the primary payout account

Process payments

  • Take payments on invoices
  • Process refunds through the clients' profiles
  • View invoices of appointments
  • View payment transaction details

Remove processing fee by client

  • Remove the convenience fee on the invoice when checking out.
  • This will appear when business sets the credit card processing fee to be paid by clients under Payment > Card processing:

Access auto tipping

  • Update the auto-tipping settings per client through their profile
    • Requires access to client profiles

Process cash drawer balance

  • Allows staff to view and update the business’s cash drawer balance and record cash adjustments.

📅 Appointments

Appointment permissions control a staff member’s access to core scheduling tasks—such as creating appointments, editing details, managing notes, canceling visits, and adding calendar blocks.

Go to Setting > Staff > Role permission > Appointments to set up.

Create appointments

  • Create appointments for themselves
  • Create appointments for other staff members
    • In order to create appointments for other staff, they will also need:
      • Access to the client list
      • Access to other staff members' calendars (Go to staff profile to set up)
        • The other staff should be "show on calendar"
    • If this staff needs to create appointments for other staff with smart scheduling, this staff won't need to be assigned to a van while the other staff needs to. (Go to Settings > Mobile van> Assign staff)

Edit appointments

  • Edit appointment details:
    • Appointment time
    • Service price
    • Duration
    • Pets
    • Assigned staff
    • Alert notes
    • Appointment color code

Cancel/delete appointments

  • Cancel appointments
  • Mark appointments as No Show
    • Need Take payment permission to collect no show fee
  • Delete canceled appointments from the client's profile

Edit ticket comments & grooming reports

  • Edit ticket comments and grooming reports on appointments

Create and edit blocks

  • Create, edit and delete blocks on the calendar

🐶 Client & pets

Clients & Pets permissions define how much access each staff member has to client profiles, pet information, packages, memberships, and sensitive contact details.

Go to Setting > Staff > Role permission > Clients & pets to set up.

Permission levels

Here are 3 levels of access to define:

  1. Individual client profile - can click into client profiles via their appointment
  2. At working businesses - can view Clients & pets list for business they're working at (indicated on staff profile)
  3. At all businesses - can view entire Clients & pets list

Access client

  • Delete clients
  • Delete pets
  • Update client/pet status
    • Allow staff member to update client status and set pet as passed away for clients they have access to.
  • Import clients
    • Import by uploading file device
  • Export clients
    • Export clients to report outside of MoeGo
  • Access client package lists
  • Access client memberships
    • Only if the business applicable to the membership feature
  • Merge clients
    • Merge clients from intake form or beta merge feature
  • Edit purchased client packages
    • Allow staff member to edit purchased packages of this client
  • Can create /edit incident report
  • Access client emails and phone numbers on client profile
  • Add new clients
  • Access clients' total amount paid info
  • Access store credit
    • Only if the business applicable to the store credit feature
  • Apply store credit at checkout
    • Only if the business applicable to the store credit feature
  • Access client fields

🌐 Online bookings

Online Booking permissions define which team members can view and approve booking requests, access related analytics, and configure your online booking settings.

Go to Setting > Staff > Role permission > Online Booking to set up.

  • Access booking requests & waitlists
    • View incoming online booking requests
    • Review and approve requests directly from the Online Booking dashboard
    • Manage waitlisted requests
  • Access overview data
    • Allows staff to see Online Booking performance data, including request volume and status breakdown.
  • Access abandoned booking requests
    • View clients who started but did not complete an online booking
  • Access overview data
  • Manage Online Booking settings
    • Grants full access to Online Booking configuration, including notification, question, mobile grooming, and more.
  • Turn on/off online booking
  • Manage custom code

🧑‍🤝‍🧑 Staff

Staff permissions allow you to decide who can create staff profiles, edit role permissions, manage payroll settings, and adjust clock-in/clock-out records.

Go to Setting > Staff > Role permission > Staff to set up.

Access Staff Member

Allows staff to view the list of team members and access their profile cards.

  • Add new staff members
  • Edit role permissions
  • Edit staff profiles
  • Edit staff notifications
  • Edit staff pay rates

Access staff shifts

This is under Settings > Shift management. Staff can:

  • See scheduled shifts
  • Review work hours
  • Understand daily staffing per location

Access general payroll settings

Allows access to high-level payroll configuration under: Settings > Payroll settings

Clock in/out

  • For themselves only
  • For staff members at working business

Edit clock in/out records

  • Under Settings > Clock in/out

🚀 Powerful tools

Powerful Tools permissions allow you to grant or restrict access to high-impact features that help manage business reporting, retail operations, loyalty programs, and subscription management.

​Go to Setting > Staff > Role permission > Powerful tools to set up.

Access staff location

  • Allows staff to view assigned staff locations inside tools that display location-based information (e.g., Map View, if enabled for the business).
  • Useful for managers who need visibility across multiple business locations.

Access Reports

Controls what business reports a staff member can view.

  • Of their own: Staff can only view reports related to their own appointments or performance.
  • At working businesses: Staff can view reports for the business locations they are assigned to.
  • At all businesses: Staff can view reports for all business locations under the account.

Access Retail

This is available when the retails feature is enabled for business. It allows staff to view and access the Retail module.

  • View retail inventory
  • See product listings
  • Review retail activity

Sell retail products

Allows staff to sell retail items during checkout or standalone sale.

Access Packages

This is available when the package feature is enabled for business. Allows staff to view purchased packages and package-related activity.

  • Viewing remaining package credits
  • Seeing package usage history

Sell packages

Allows staff to sell packages to clients through the checkout or invoice flow. Enable this for team members responsible for upselling or managing package sales.

Access Review Booster

Allows staff to access the Review Booster feature, where they can view or manage client reviews and related metrics.

Access Agreement settings

Allows staff to access and manage Agreement settings, including service agreements or terms clients must accept.
Typically restricted to business owners or administrators.

Access Intake form settings

Allows staff to modify Intake Form configurations, such as required questions clients must fill out.
Useful for managers responsible for customizing workflow and client onboarding.

Access Membership

This is available when the membership feature is enabled for business. Allows staff to view membership details, including:

  • Active and inactive memberships
  • Membership cycles
  • Usage history

Operate membership subscription

Allows staff to perform membership-related actions such as renewing, pausing, canceling, or adjusting subscriptions.
This permission gives operational control, so it should be granted only to trusted staff.

Access payroll report

Controls the visibility of payroll reports under Reports > Payroll.
Three visibility levels are available:

  • Of their own — Staff can only see their own payroll records.
  • At working businesses — Staff can see payroll data for the businesses they are assigned to.
  • At all businesses — Staff can view payroll for all business locations.

⚙️ Settings

Setting permissions determine who can view or modify the core configuration areas of your MoeGo account—including auto messages, service setup, grooming reports, mobile grooming preferences, and integrations such as QuickBooks and Google Calendar.

Go to Setting > Staff > Role permission > Settings to set up.

Access general Settings

Allows staff to view and update your business-wide settings.
This may include operating information, default preferences, or configuration options that affect your entire MoeGo account.
Grant this to team members who help manage your core operational settings.

  • Access Auto messages settings
  • Access Grooming report settings
  • Access Mobile grooming settings
  • Access Integrations
    • Quickbooks sync
    • Google Calendar sync
  • Access Lodging settings

Access Service settings

Allow staff member to access service settings for the company:

  • Edit category: Staff with this permission can add, delete, and update category.
  • Delete service: Only staff with this permission can access the delete button for services, add-on, service charges.
  • Update service: Staff with this permission can update attributes of service/add-on/service charges except price/tax/duration.
  • Add service: can add new service
  • Update service duration: Staff with this permission can only update the duration of services and add-ons.
  • Update service price and tax: Staff with this permission can only update the price and tax of services and add-ons.

Access Client & Pet settings

Allow staff member to access client & pet settings for the company.

  • Manage general client & pet setting
  • Manage pet weight range: Staff with this permission can only update pet weights
  • Manage pet type & breed: Staff with this permission can only update pet types and breeds.

📢 Marketing

Marketing permissions determine who can create discounts, run marketing campaigns, and apply promotional offers during checkout.
Go to Settings > Staff > Role permission > Marketing to set up.

Access Discount

Allows staff to create and manage discount codes for the business.
With this permission, staff can:

  • Create new discount codes
  • Edit existing discounts (e.g., name, value, conditions)
  • Archive discounts no longer used

Add/remove discount at check out

Allows staff to apply or remove discounts during checkout.
Staff with this permission can:

  • See the “Add discount” option on invoices
  • Apply active discount codes to client purchases
  • Remove discounts if needed before payment is completed

Access Marketing campaign

Allows staff to create and manage marketing campaigns for the business.
This includes the ability to:

  • Build new marketing campaigns (e.g., email promotions)
  • Adjust campaign settings or rules
  • Monitor campaign performance

💌 Messaging

Message clients

You can use dropdown to set one of the following conditions for clients

    • who have appointments within 7 days only
    • who have appointments with
    • (Multi-location business only) at working businesses
    • (Multi-location business only) at all businesses
  • Block client messages
  • Delete chat histories

The MoeGo support is 24/7 online to help!