Requirements
Plan: Pro Plus
Who can do this: Owner only
Keep your client list private by choosing the right role for each staff member, or by adjusting what each role can do.
Option 1: Use the Restricted Service Provider Role
Restricted Service Providers only see the appointments assigned to them. They can't see client contact details, open the client list, or message clients. To assign it, see How do I change the staff’s permissions?.
Option 2: Turn Off “Manage Clients” for a Role
Go to Menu (☰) → Settings → Staff permissions.
Tap the role, for example, Service Provider.
Turn off Manage clients (add and edit) and tap Save.
People with that role can still pick a client when creating an appointment, but they can't open client profiles or see contact details. The change applies to everyone with that role.
Note: Managers and Receptionists can see client contact details by default. Only the Owner can change role permissions. See How to Customize Staff Permissions in Goldie.
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