This guide will show you how to hide client contact details from specific staff members.
Hiding Contact Details
Go to Manager > Access & License Keys, then choose the relevant Access Level you wish to adjust from the Access Level dropdown menu.
Useful Tip!
If you're not sure 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.
After you've chosen the Access Level, type Contact into the Search bar at the top of the screen. Then, uncheck the boxes next to each option that allows a staff member to see client contact information.
After you uncheck these boxes, click Save to finish. Contact information will now appear as ******* to staff members with this Access Level. Repeat this process for any other Access Levels you would like to adjust.
What Does it Look Like in Phorest?
When a staff member views an area in Phorest where a client's contact information would usually be displayed, the contact information will appear as *******.
On the Appointment Screen:
On the Clients Screen:
PhorestGo & Phorest Chat (Two-Way SMS)
Contact information can also be hidden in PhorestGo and Phorest Chat.