How do I control which appointments my staff can see in their app?

You can allow a staff member to view only their appointments, or all appointments. This is set in their User Permissions

Has your staff member been assigned to a Position with permission to view all appointments?

How to: Assign Staff to a Position

Login to your Online Portal

• Click Staff in the side menu
• Click the staff member

• In User Details section, ensure they are assigned to a position
  • If they are not, select a Position
• Click Update

How to: Edit Position Permissions

1. • To ensure that position has the authority to view all appointments, click Staff in the side menu
   • In the Positions section, click the position

• In the User Permissions section, switch View All Appointments to On if you would like them to view All Company Appointments
• Switch View All Appointments Off if you want them to only view their appointments

1. • Click Update