Learn more about the various Front desk roles and some commonly asked questions.
Jump to a question
Why are we introducing new roles?
What are the front desk roles?
What permissions does each role have?
Does this update affect membership sales?
Will my in-house front desk team's existing workflows be disrupted?
Why have distinct front desk roles?
Having two distinct roles helps ensure that team members have access to exactly what they need - no more, no less. This makes daily tasks easier while also protecting sensitive information.
What are the front desk roles?
Find the role and associated service (if applicable) attached to the two front desk roles.
- Front Desk Service (FDS) Role: Designed for the virtual front desk, which is an optional add-on service Moxie provides. Interested in learning more about virtual FDS? Check out this video.
- Front Desk (FD) Role: Intended for in-house front-desk staff who need a broader set of permissions.
What permissions does each role have?
Here's a quick breakdown:
Front Desk Service (FDS) Role
- Access to schedule and rebook (view and manage appointments)
- Limited access to clients (enough to book appointments but not to manage billing details)
Front Desk (FD) Role
- All FDS Role permissions, plus the ability to:
- Complete full checkouts
- Rebook clients
- Refund invoices
- Perform non-appointment sales (including memberships) from the new booking drawer
- Have full access to the client wallet in Moxie Suite
Does this update affect membership sales?
Absolutely, it simplifies them. With the FD role, your in-house front desk team can directly handle membership sign-ups and sales through the new booking drawer. For more details on how memberships work, visit our Membership signup article.
Will my in-house front desk team's existing workflows be disrupted?
Not at all. The new FD role simply adds permissions on top of the existing functionality your in-house front desk team already enjoys. Your practice can continue with its usual workflow, just with an easier checkout and rebooking experience.
I have more questions; who do I contact?
If you have any additional questions or concerns:
- Reach out to your PSM directly or,
- Reach out to our Provider Success team inbox via providersuccess@joinmoxie.com