Who can see clients

Last updated October 4, 2026

Summary

Client information is restricted by role.

By default

Owners, managers and receptionists can view client records. Providers see the customers on their own appointments, not the full client list.

Changing access

Access follows the person's role. Change the role under Team. There is no separate control to grant one extra permission to one person.

Enforced everywhere

Permissions are checked on the server, not just hidden in the interface, so the Clients screens, exports and searches all respect them.

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