How-to guide

View the schedule without customer phone numbers

In the sales application: View appointments without editing access or customer phone numbers.

  1. Step 1

    When only schedule viewing is enabled, the schedule opens after sign-in. Select the date, provider or branch, then Show schedule.

  2. Step 2

    The schedule shows customer names, services, times, appointment status, notes and the displayed amounts. Phone numbers are hidden on cards and in print; a customer phone copied into their booking or package notes is also hidden.

  3. Step 3

    You can print the schedule. This permission cannot open booking details, create, edit or cancel appointments, or record payments.

  4. Step 4

    Ask a colleague with Manage services permission to correct details or change an appointment.

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