How Do I Set Up Staff Members to Only have Access to their Appointments?




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    Kristin Cheshire

    I would like to have a login in for my instructors to be able to schedule lessons and see everyones column but not have access to our database of clients

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    KB Admin

    Hi Kristine,

    At the moment it is not possible to allow full access to all schedules without providing full access to the customer database. I recommend requiring those users to schedule through the Customer View site instead since they will be able to enter new customer profiles and create appointments for any schedule without viewing the entire customer database. Feel free to give us a call if you have any questions about setting that up.



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