Documentation Index
Fetch the complete documentation index at: https://docs.book2befit.com/llms.txt
Use this file to discover all available pages before exploring further.
Book2befit has three roles: Owner, Admin, and Coach. This page is the definitive reference for what each role can do.
Dashboard
| Action | Owner | Admin | Coach |
|---|
| View KPI cards | ✓ | ✓ | — |
| View charts & trends | ✓ | ✓ | — |
| View today’s sessions | ✓ | ✓ | Own sessions only |
| View upcoming bookings | ✓ | ✓ | Own bookings only |
| Quick-add booking | ✓ | ✓ | — |
| Quick-add client | ✓ | ✓ | — |
Sessions
| Action | Owner | Admin | Coach |
|---|
| View all sessions | ✓ | ✓ | Own sessions only |
| Create session | ✓ | ✓ | If enabled in Settings |
| Edit session | ✓ | ✓ | Own sessions only |
| Delete session | ✓ | ✓ | — |
| Bulk create sessions | ✓ | ✓ | — |
| Create recurring sessions | ✓ | ✓ | — |
| Edit recurring schedule | ✓ | ✓ | — |
| Delete recurring schedule | ✓ | ✓ | — |
| View waitlist | ✓ | ✓ | ✓ |
| Promote from waitlist | ✓ | ✓ | — |
| Export sessions CSV | ✓ | ✓ | — |
Bookings
| Action | Owner | Admin | Coach |
|---|
| View bookings | ✓ | ✓ | Own sessions only |
| Create booking | ✓ | ✓ | — |
| Check in client | ✓ | ✓ | ✓ |
| Mark no-show | ✓ | ✓ | ✓ |
| Cancel booking | ✓ | ✓ | — |
| Issue refund | ✓ | ✓ | — |
| Export bookings CSV | ✓ | ✓ | — |
Clients
| Action | Owner | Admin | Coach |
|---|
| View client list | ✓ | ✓ | — |
| Add / invite client | ✓ | ✓ | — |
| Edit client profile | ✓ | ✓ | — |
| Add internal notes | ✓ | ✓ | — |
| Merge duplicates | ✓ | ✓ | — |
| Assign product | ✓ | ✓ | — |
| Export clients CSV | ✓ | ✓ | — |
Activities
| Action | Owner | Admin | Coach |
|---|
| View activities | ✓ | ✓ | ✓ |
| Create activity | ✓ | ✓ | — |
| Edit activity | ✓ | ✓ | — |
| Delete / bulk delete | ✓ | ✓ | — |
| Export CSV | ✓ | ✓ | — |
Payments
| Action | Owner | Admin | Coach |
|---|
| View payment overview | ✓ | ✓ | — |
| Record at-location payment | ✓ | ✓ | — |
| Issue refund | ✓ | ✓ | — |
| View invoices | ✓ | ✓ | — |
| Download / send invoice | ✓ | ✓ | — |
| View credit notes | ✓ | ✓ | — |
| Connect / disconnect Stripe | ✓ | — | — |
| Configure payment settings | ✓ | ✓ | — |
Products
| Action | Owner | Admin | Coach |
|---|
| View products | ✓ | ✓ | — |
| Create / edit product | ✓ | ✓ | — |
| Archive product | ✓ | ✓ | — |
| Sync to Stripe | ✓ | ✓ | — |
| Manage subscriptions | ✓ | ✓ | — |
Team
| Action | Owner | Admin | Coach |
|---|
| View team members | ✓ | ✓ | — |
| Invite team member | ✓ | ✓ | — |
| Edit member role | ✓ | — | — |
| Remove team member | ✓ | ✓ | — |
Location, Spaces & Equipment
| Action | Owner | Admin | Coach |
|---|
| View location settings | ✓ | ✓ | — |
| Edit location details | ✓ | ✓ | — |
| Manage business hours & closures | ✓ | ✓ | — |
| Upload images / branding | ✓ | ✓ | — |
| Add / edit spaces | ✓ | ✓ | — |
| Add / edit equipment | ✓ | ✓ | — |
Analytics & Feedback
| Action | Owner | Admin | Coach |
|---|
| View analytics dashboard | ✓ | ✓ | — |
| View feedback | ✓ | ✓ | — |
| Generate reports | ✓ | ✓ | — |
Settings & Billing
| Action | Owner | Admin | Coach |
|---|
| View / edit org settings | ✓ | ✓ | — |
| View / edit calendar settings | ✓ | ✓ | — |
| Manage own security (2FA) | ✓ | ✓ | ✓ |
| Manage billing & plan | ✓ | — | — |
| Delete organization | ✓ | — | — |
The Owner role is unique — only one owner exists per organization. Owners cannot be removed by admins. To transfer ownership, contact support.
