Addl Staff Permissions for Custom Client Data Fields
I thought I posted this prior but can't find it...
Mainly, for many security/data issues that have been highlighted in the forums, I'm still looking for more customization for what Staff can and can't see (and secondarily, what clients can glimpse at check-out screen when they have view of the computer). Specifically I'm envisioning 3 separately-permissioned areas: General (soft) data; Security-related (hard) data; and Admin/Booking (medium) data.
General/”SOFT”: Editable and Viewable by most/all Staff
NON-SENSITIVE NOTES any Staff would need for a service (formulas, processing times, personal info like kid names, bdays, favorite beverage, etc).
This should maintain a way to help identify/correctly book a client on their apps (we have a lot of clients w same first name and last initial, so lower-permissioned staff should still have some ability to verify identity--like the currently visible last 4 digits of phone for instance--whilst not being able to view/steal complete contact info).
I know this is viewable currently, but they can't edit, so it puts a burden on Front Desk to ensure the notes are captured; and/or only edit/view notes per appt, which for frequent clients can mean scrolling through a lot of records and possibly missing some important service info.
Security-Related/”HARD”: Non-Viewable Non-Editable by most Staff (except during initial adding/client-setup)
Please add a SENSITIVE client data field that Staff would have different permission levels for.
Info like full contact and credit card data (we have some elder clients who will never book online but we'd like to be able to have them opt-in on a form and keep the info for cancellation policy adherence; and/or have a way to manually enter their card info to Fresha on our side?) are the primary breach-sensitive stuff I can think of.
Admin-Booking/”MEDIUM”: Non-Viewable Non-Editable by most Staff
Like that the client runs late; details or records of negative experiences; sensitive info like "has strong hair growth, add 10 mins to brazilian," etc. Stuff like this is important for Front Desk and Mgmt to track and view to ensure proper booking and client service, yet is unfavorable for a client to see upon checkout (our computer is semi-visible) and/or unnecessary for Staff to know/view.
I hope this is clear and makes sense; y’all have built such a great program that we appreciate so much!