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
- Go to Staff Permissions under Home> Manager Tools> Staff Permissions> Select Permission Group that they are under
- 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
- Staff Permissions Explained
- Is there a way to see the different Staff Permissions each software level has? (Software Levels - Full Breakdown)
- Staff Management FAQS
- Permission Groups