Hide clients' information to employees

In order to hide clients not related to a professional, an account admin needs to follow the steps below:

1. Click on Account Settings
2. Click on Employees and Services
3. Select the Employee
4. Click on Permissions

From there, they will be able to unlock the features. There are indeed two levels of privacy: 

• Hide the clients not related to a professional
• Hide the contact info of all the clients (email address and phone numbers)

Note that Account Admins will always be able to see all the clients in the list. 

How is defined a client related to a professional? 

• If the client has been/is created by this professional 
• If the client had an appointment in the past with this professional 
• If the client has an appointment in the future with this professional
• If the professional is the primary professional of the client

This feature is included with the Business plan. For the Professional plan, we offer you the possibility to unlock the feature by recommending us someone you know who might be interested in discovering GOrendezvous! Once the feature is unlocked, you will be able to modify the permissions:

Feature 1. "Can view all clients in account" - When the button is on "NO", the employee selected only has access to the clients related to him. 

Feature 2. "Can view clients' contact info" - When the button is on "NO", the employee selected doesn't have access to any contact info of any client of the company, even his own.