Removing Customer Information in the Contract Form

[reTreatSalonSpa]

It is very important that when our contract is uploaded to a customer profile that their phone number and email are not seen by our employees who have access to this contract. There are permission settings that allow the owners to to control that the employees do not see client contact information, however if we add a contract they are able to see it! I understand there is not a way to remove that or edit it but was seeing if anyone has had luck removing it another way? Any help is greatly appreciated!

[Stacelyn24 · Accepted solution]

Hi there!

I understand your concern about keeping client contact information private, especially when contracts are uploaded to customer profiles. Protecting sensitive information is crucial for maintaining trust with your clients.

Unfortunately, as you've noted, Square does have certain limitations regarding permissions and visibility for uploaded documents. Here are a few suggestions that might help:

1. Separate Documentation:

   • If possible, consider storing sensitive contracts in a separate, secure location that only designated staff can access. This way, you can keep client information private while still allowing employees to access other necessary details.

2. Feedback to Square:

   • I encourage you to submit feedback directly to Square regarding this issue. They take user feedback into account for future updates, and having the ability to restrict visibility on specific documents would be a valuable feature for many businesses.

3. Explore Third-Party Solutions:

   • If managing sensitive documents is a significant concern, you might explore using a third-party document management system that integrates with Square. These systems often offer more granular permission settings.

4. Training and Protocols:

   • Consider establishing internal protocols or training for your employees regarding the handling of sensitive information. This can help mitigate any risks associated with accessing client data inadvertently.

If you find any specific workarounds or have further questions, don’t hesitate to ask! Your privacy concerns are important, and I hope you find a solution that works for your business.