How do I set up a user to access appointments only?

bpeyecare — Tue, 20 Nov 2018 02:18:26 GMT

I would like to add a user to my account, but I want that user to only have access to add and delete appointments. How do I do this? Thanks.

Re: Setting up user for appointments only

Helen — Tue, 20 Nov 2018 02:17:57 GMT

Hello @bpeyecare! Yes you can do this!

The first step is to create a Staff Profile for your employee from the Appointments section of your Dashboard. Some profiles are preset: Service Provider, Front Desk (it sounds like this is what you need - they only have access to the Appointments Calendar), and Manager.

You can then further restrict/grant more access to an empoyee from the employee permission group. To manage the permissions for a staff profile go to the Employees section of your Dashboard > click Permissions. You can toggle off everything except 'Access Appointments'.

If you have any other questions about this let me know !

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How do I set up a user to access appointments only?

Re: Setting up user for appointments only