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Welcome to Placio Documentation

Complete feature documentation for the Placio SaaS platform.

Overview

Placio is a comprehensive SaaS platform designed for service-based businesses. This documentation covers all features, organized by module and persona.

Getting Started

Personas

Placio uses four distinct personas to define access and permissions:

  1. Admin - System-level, global control
  2. Workspace Owner - Root authority within a workspace
  3. Staff - Role-based permissions within a workspace
  4. Customer - Public/external, customer-facing only

See the Personas page for detailed information.

Modules

Features are organized into modules:

  • Storefront - Online store management
  • Clients - Client directory and management
  • Sessions - Appointment and session management
  • Staff Directory - Team member management
  • Evaluations - Client evaluation system
  • Tracking - SMS, AI, and storage tracking
  • Workspace Settings - Configuration and branding

Browse all features by module in the sidebar.