Set up a schedule-only staff account

In the sales application: Prepare a staff account limited to the schedule with customer phone numbers hidden.

1. Step 1

   Open Company users, then add a user or edit the intended account.

2. Step 2

   Under Detailed permissions, select Booking schedule only. The shortcut selects viewing without phone numbers and clears all other permissions. You can also select this permission alone manually.

3. Step 3

   Save all changes. The schedule opens after the employee signs in. Owner accounts retain full access.

4. Step 4

   Keep other permissions disabled for a schedule-only account. Manage services enables booking changes and displays phone numbers; Manage customers allows access to customer records.