How do I hide client's contact details on the PhorestGo?

This article explains how to hide clients' contact details on the Phorest Go App.

Hiding Contact Details

First, open Phorest on a computer and go to Manager Access & License Keys.

Select the Access Level you wish to hide client contact details under.

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 Useful Tip!

If you're unsure what Access Level is assigned to a particular staff member, go to Manager > Staff Members, and Single-click on the staff member's name. Their Access Level will be displayed on their main profile page.

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Expand on the Phorest Go (Mobile) section by clicking the mceclip2.pngbutton, then expand on Calendar and uncheck the View Client Contact Details option.

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Click Save to finish.


What it Looks Like in PhorestGo

The next time a staff member with this access level views a client with contact details, the contact details will display as *******.

If they try to open the Profile section of a client card, where the client's personal information is, they will

2022-11-04_10-19-24.gif receive a message saying they don't have access.

 

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