How do I allow staff to add clients to classes but restrict them from seeing client information?

Was this article helpful?
1 out of 1 found this helpful


How do I allow staff to add clients to classes and/or book appointments for them but restrict them from seeing our clients information?


  • You will need to make sure that certain staff permissions are set up correctly
  • Must be logged in as owner to set these permissions up


  1. Go to Staff Permissions under Home> Manager Tools> Staff Permissions> Select Permission Group that they are under
  2. Check the following Permissions:
    • Click on Reservation Permissions, enable 'View Reservation' and 'Make Reservations' (also, 'Make Unpaid Reservation' if allowed) 
    • Click on Client Permissions, disable 'View Client Profile' and 'Edit Client Profile
    • Click on Sales Team Management Permissions, enable 'Ability to View all Clients' 
    • Click Update to save
  3. Now your staff can still add clients to classes and appointments but they will receive and error message when trying to access client information.


Powered by Zendesk