Tenant admin panel reference
Tenants usually sign in from the tenant signin page you created with the SaaS signin shortcode. After a successful signin, Booknetic sends them into the...
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What the tenant admin panel is
The tenant admin panel is the Booknetic workspace your tenants use after they sign in. It is where each tenant manages their own appointments, customers, services, staff, locations, workflows, appearance, settings, and subscription billing.
As the SaaS owner, you still control the platform-level setup: plans, plan capabilities, tenant accounts, global SaaS settings, payment gateways for plan billing, and platform branding. Your tenant does not see those owner-only SaaS screens.
From the tenant's point of view, the panel feels like their own Booknetic account. They work with their own booking data only, and other tenants' data does not appear in their screens.
For the owner-side account management view, see Tenant management. For the login-page setup, see Tenant signin and forgot password.
Where tenants log in and what they see first
Tenants usually sign in from the tenant signin page you created with the SaaS signin shortcode. After a successful signin, Booknetic sends them into the Booknetic admin panel in WordPress.
The first screen is normally the Dashboard, unless the tenant's plan does not include Dashboard access. In that case, Booknetic sends them to Billing so they can manage their plan.
On a full Pro-style plan, the tenant left menu includes the day-to-day Booknetic sections:
- Dashboard
- Billing
- Appointments
- Calendar
- Customers
- Payments
- Services
- Staff
- Locations
- Workflow
- Appearance
- Settings
Depending on which addons are installed and enabled on the tenant's plan, additional items such as Reports or Logs may also appear.
Important: Tenants do not see the owner-only SaaS management menus. They do not see your global Tenants, Plans, SaaS Settings, platform payment-gateway setup, or plan-capability editor.
What each tenant menu is for
Use this section as a quick reference when a tenant asks “where do I do this?” or when you want to understand what your tenants can manage on their own.
Dashboard
The Dashboard gives the tenant a daily summary of their booking business: appointment activity, customer activity, and other at-a-glance performance information.
Billing
Billing is the SaaS-specific tab added to the tenant panel. Tenants use it to view their current plan, check usage limits, change plan, pay, cancel a subscription, view billing history, and open the Share Page modal.
For subscription states, renewal dates, and billing-history behavior, see Subscription states and billing history.
Appointments
Appointments is where tenants view, create, edit, reschedule, and manage bookings for their own business. Upcoming and past bookings are tenant-specific.
Calendar
Calendar gives tenants a visual schedule view. It helps them see bookings by day, week, month, or list-style layout, depending on the active Booknetic calendar options.
Customers
Customers is the tenant's own customer database. A tenant can manage customer profiles for people who book appointments with that tenant.
Payments
Payments shows appointment-payment records for the tenant's own bookings. This is separate from SaaS plan billing, which lives in the Billing tab.
Services
Services is where tenants define what they offer: service names, categories, duration, price, service details, and related service settings.
Staff
Staff is where tenants manage team members who deliver services. They can create staff profiles, connect staff to services and locations, and configure staff schedules.
Locations
Locations is where tenants manage branches, offices, studios, clinics, or other places where services are delivered.
Workflow
Workflow is where tenants build their own automation rules, such as appointment emails, customer notifications, reminders, and other booking-related automations. The Workflow menu appears only when the tenant's plan includes it.
Appearance
Appearance lets tenants customize the look of their customer-facing booking panel: theme, colors, step layout, buttons, and other visual options.
Settings
Settings contains the tenant's business and booking configuration. The main sub-areas are General, Front-end Panels, Payment Settings, and Integration Settings.
Share Page — the tenant's booking link and embed code
The Share Page modal gives the tenant a simple way to publish their public booking page.
From Billing → Share Page, the tenant can copy a booking URL, share it by email, generate a QR code, or copy iframe embed code for a website.
In customer-friendly terms: Share Page gives your tenant a link they can put on their website so their customers can book directly.
The exact URL format depends on your SaaS routing setup. For example, your tenant's public booking page may use a directory-style URL such as your-platform.com/aurora-wellness or another routing format configured for your site.
For tenant URL routing, see Tenant URLs and routing.
Settings sub-tabs
The tenant Settings area is where many “where do tenants change this?” questions are answered.
General
General settings cover the tenant's basic booking and business configuration. This is where tenants manage items such as time slot length, booking rules, date/time display, company details, logo, timezone-related behavior, business hours, holidays, and data export/import where available.
This is the section to check when a tenant asks:
- “Where do I change my business hours?”
- “Where do I update my company name or logo?”
- “Where do I change appointment time rules?”
- “Can I export my Booknetic data?”
Front-end Panels
Front-end Panels controls the customer-facing booking widget. Tenants can adjust booking steps, labels, and pages used by customer-facing booking flows.
This is the section to check when a tenant asks:
- “Can I change the booking-step order?”
- “Can I rename labels on the booking panel?”
- “Where do I assign customer signin, signup, or forgot-password pages?”
Payment Settings
Payment Settings controls how the tenant accepts payments from their own appointment customers. This is not the same as the SaaS owner's Stripe, PayPal, or WooCommerce setup for plan billing.
For example, if a salon tenant wants their customers to pay the salon by Stripe, that tenant enters their own Stripe credentials under their tenant Payment Settings. The SaaS owner's Stripe credentials are for tenants paying the SaaS owner for plans.
This is the section to check when a tenant asks:
- “Where do I set my currency?”
- “Where do I enter my Stripe or PayPal keys for customer bookings?”
- “Why are my customer payments not using my own gateway?”
Integration Settings
Integration Settings covers tenant-owned integrations such as calendar, video-meeting, and sign-in integrations when the related addons and plan capabilities are available. If those addons or capabilities are not available for the tenant, the separate Integration Settings view may not appear.
This is the section to check when a tenant asks:
- “Where do I connect my calendar?”
- “Where do I set up video meeting integrations?”
- “Why does one tenant see Google Calendar settings but another tenant does not?”
What happens when a plan capability is OFF
Plans control which features tenants can use. If a capability is turned OFF for a tenant's plan, the tenant normally does not see that menu item in their panel.
For example: if your tenant is on a plan without Workflow, the Workflow menu disappears from their admin. Their saved workflows are still preserved. If they upgrade later, or if you turn the Workflow capability back ON for their plan, the menu comes back and the saved workflows are available again.
The most important point for customer trust is this:
Turning a feature OFF hides or restricts access. It does not delete the tenant's data.
For the owner-side configuration of capabilities and limits, see Plans and plan capabilities.
What tenants see when their plan expires
When a tenant's subscription expires and they do not have enough balance or renewal payment to continue, Booknetic SaaS applies the Expired plan you configured in SaaS settings.
What the tenant sees depends on how restrictive your Expired plan is. In the source-confirmed test state, the tenant menu becomes much smaller, and the Billing tab remains available so the tenant can resubscribe.
The Billing tab remains the recovery path. The tenant can open Billing, choose a plan, and pay again.
Use this owner-facing explanation with tenants:
“Your subscription has expired, so your account is temporarily limited by the Expired plan. Your data has not been deleted. Open Billing, renew or choose a plan, and your normal plan features can return.”
For the detailed expired-state behavior, see Expired plan behaviour, Plans and plan capabilities, and Subscription states and billing history.
What tenants control vs what only the owner controls
This boundary prevents many support questions. Tenants manage their own booking business. The SaaS owner manages the platform.
Tenants can control their own Booknetic setup
Within the features included in their plan, tenants can manage:
- their own services;
- their own staff;
- their own locations;
- their own customers;
- their own appointments;
- their own appearance and booking-panel branding;
- their own business hours and holidays;
- their own customer-payment settings;
- their own workflow rules;
- their own booking-page link from Share Page.
These changes affect only that tenant's account.
Only the SaaS owner controls platform-level setup
Tenants do not manage:
- the SaaS plan editor;
- plan prices;
- plan capabilities and limits;
- tenant account records in the owner-side Tenants list;
- global SaaS Settings;
- the owner's Stripe/PayPal/WooCommerce plan-billing gateways;
- platform-wide branding and whitelabel settings;
- global signup, signin, forgot-password, and tenant-registration settings.
If a tenant cannot see a feature, the owner should first check the tenant's assigned plan and plan capabilities.
Common questions
Can my tenant invite other staff to manage their tenant?
A tenant can create staff members in Staff and, when staff login is available in your setup, allow staff members to log in with limited Booknetic access.
If the User Role Manager addon is installed and the tenant's plan includes it, the tenant can create staff roles and control what staff users can do inside that tenant's Booknetic panel.
Because the exact “invite” wording and email flow are not fully documented yet, use “create staff login” rather than promising a separate staff-invitation workflow. A dedicated role-manager/staff-permissions doc should cover this in more detail.
Can I restrict what tenants can change?
Yes. Use the plan editor. Plans decide which features are available and what limits apply.
For example, you can create a starter plan without Workflow, a growth plan with Workflow, and a higher plan with more staff, services, locations, or addon access.
See Plans and plan capabilities.
Why does my tenant see a menu item I disabled?
First confirm that you edited the plan the tenant is actually assigned to. Then reload the tenant panel and check again.
For core tenant modules, capability OFF should remove the menu item from the tenant's admin. If the item still appears, check:
- Is the tenant on a different plan than you expected?
- Did you save the plan after changing the capability?
- Is the visible item coming from an addon with its own capability setting?
- Is the tenant looking at a cached/open browser tab from before the plan change?
If the item remains visible after those checks, treat it as a product-behavior question and escalate with the tenant's plan name, the capability you disabled, and a screenshot.
Can tenants export their data?
The source documentation confirms a tenant-side Export & Import Data area under Settings → General. It is scoped to that tenant's own Booknetic data.
For full tenant deletion and data-lifecycle behavior, see Cancelling and deleting tenants.
Where do tenants change their business hours?
Tenants change business hours inside their own admin panel under Settings → General → Business Hours. Staff can also have their own schedules under Staff.
If the tenant reports that no booking slots appear, check both the tenant's general business hours and the individual staff/service schedules.
Why does the tenant's Stripe not affect SaaS subscription billing?
Because there are two separate payment layers:
- SaaS billing gateways are configured by you, the owner, and charge tenants for their plans.
- Tenant payment gateways are configured by each tenant and charge that tenant's appointment customers.
A tenant entering Stripe keys in their own Payment Settings does not change the Stripe account you use to charge them for their SaaS subscription.
Where to go next
- Read Tenant signin and forgot password to set up the tenant login and reset-password pages.
- Read Tenant management for the owner-side counterpart: creating, editing, cancelling, and deleting tenants.
- Read Plans and plan capabilities to control what each tenant can see and use.
- Read Subscription states and billing history to understand Billing, renewal dates, subscription state, and payment history.
- Read Cancelling and deleting tenants before removing a tenant or explaining what happens to their data.