Staff Portal

The Staff Portal (5.2.0+) is a focused WordPress admin experience for Shop staff — appointment dashboard, streamlined menu, and permission-based access instead of the full wp-admin.

Before you begin

How it works

Users with manage_appointments but not manage_others_appointments get the portal automatically. Administrators and Shop Managers always see the full admin.

What you need

• Staff users with the Shop staff role — Staff
• Staff permissions configured (global or per user)

What staff can do (depends on permissions)

1. ✅ View dashboard, calendar, and their appointments
2. ✅ Manage own availability and Google Calendar (when allowed)
3. ✅ Create appointments, view customers, or see earnings — only if those permissions are enabled

Explore: Dashboard → Menu & admin bar → Profile → Permissions

Dashboard

On Home, default WordPress and WooCommerce widgets are replaced with appointment widgets in a 3-column layout.

Appointments overview

Summary card:

• Today's appointments
• This week
• Pending confirmation (linked)
• Completed this month
• Revenue this month (when view_own_earnings is on)
• Occupancy rate

Appointment trends

Chart.js line chart — toggle 7 / 30 / 90 days. Revenue axis visible when earnings permission is granted.

Upcoming appointments

Next appointments with date, Today / Soon badges, product, time, customer, status, and View Details link. Empty state includes Create Appointment when create_appointments is enabled.

Insights

Peak hour, peak day, and recent customers.

This week and monthly heatmap

Day-by-day counts for the current week; color-coded monthly heatmap with month navigation.

Top products and quick actions

Most-booked products for this staff member. Shortcut buttons respect permissions:

Action	Permission
Calendar	view_calendar
All Appointments	view_appointments_list
Availability	manage_own_availability
Profile	Always visible
Customers	view_customers
Export	export_appointments

Streamlined admin menu

Visible items:

• Dashboard — appointment widgets
• Appointments — list, calendar, sub-pages
• Profile — details, timezone, availability, Google Calendar

Conditional items:

Menu item	Permission
Products	manage_products
Orders	view_orders
Customers (under Appointments)	view_customers

Direct URL access to forbidden pages redirects to the appointments list.

Admin bar

Standard items (New Post, Comments, etc.) are hidden. Appointments menu adds Dashboard, Calendar, All Appointments, and Customers (each permission-gated).

Pending badge on Calendar when appointments await confirmation.

Dashboard notices

Pending-confirmation appointments show an Action Required notice with a Review Now link to the filtered list.

Customers page

Appointments → Customers (requires view_customers):

• Name, email, phone, avatar
• Appointment count and last appointment date

Feature	Permission
Own customers only	view_customers
All customers	view_all_customers
Appointment history	view_customer_history
Contact (email link)	contact_customers

Staff profile

Profile (top-level menu):

Timezone

Pick a working timezone or Default (site). Use my current timezone when browser detection differs. See Timezones.

Availability rules

• My Rules — add, edit, delete, reorder
• Synced Rules — Google Calendar imports (read-only; count badge)

When staff timezone ≠ site timezone, a note shows which zone rules display in. Saves convert to site timezone automatically.

Google Calendar sync

Requires store Client ID and Client Secret first — Google Calendar — Part C.

Control	Purpose
Continue with Google	Authorize staff Google account
Calendar	Target calendar for push / busy import
Sync Mode	One-way or two-way
Connected / Disconnect	Status; local disconnect only

Edit synced busy events in Google Calendar, then re-sync or wait for automatic sync.

Permission presets

Preset	Dashboard	Calendar	Create	Customers	Products	Earnings
Minimal	✅	✅	❌	❌	❌	❌
Standard	✅	✅	✅	✅	❌	❌
Advanced	✅	✅	✅	✅	✅	✅

Full matrix: Roles & capabilities.

Related

• Staff — assign staff to products
• Roles & capabilities — permission defaults and overrides
• Google Calendar sync — staff calendar connection
• Admin appointment panel — create and edit from calendar