{"id":1330,"date":"2024-11-23T04:58:13","date_gmt":"2024-11-23T04:58:13","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4847132275229-booking-window-access-rights\/"},"modified":"2026-03-18T13:07:22","modified_gmt":"2026-03-18T13:07:22","password":"","slug":"4847132275229-booking-window-access-rights","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4847132275229-booking-window-access-rights\/","title":{"rendered":"Booking window access rights"},"content":{"rendered":"\n

The <\/span>booking window<\/b><\/a> <\/span>lets youadd, edit, and delete appointments<\/strong> in the Appointment Calendar, and process product and service sales within an appointment. In the Booking Window, you can view a client\u2019s details, visit history, and visit statistics.<\/strong><\/p>\n\n\n\n

Access setup means granting\/removing permissions to create, edit, and delete appointments, sell products and services, view client details, and view visit\/contact history.<\/p>\n\n\n\n

If you have a chain (or multiple chains), you can configure a user\u2019s access to view client data by chain.<\/p>\n\n\n\n

For example, a receptionist can create appointments but cannot edit or delete them; can sell products and take payments, but cannot see product transactions and service payment details for previous days.<\/p>\n\n\n\n

To prevent information leaks, you can also block access to client data<\/strong> and to the dropdown list with client details.<\/strong><\/p>\n\n\n\n

Setup<\/h2>\n\n\n\n
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  1. Go to Team<\/strong> > Team members list <\/strong>(Administration mode), select the required team member, and open the Access<\/strong> tab.<\/li>\n\n\n\n
  2. Find the required permission block and enable it using the toggle, then click the Booking window section name and turn on the specific permissions you want to grant to the team member.<\/li>\n\n\n\n
  3. To save changes, click Save<\/strong> in the bottom-right corner.<\/li>\n<\/ol>\n\n\n\n
    \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

    More about each permission<\/h2>\n\n\n\n
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    1. Add, edit, and remove assistants<\/strong>
      This permission lets you add and edit assistants for a visit.<\/li>\n<\/ol>\n\n\n\n
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      1. Editing assistant compensation share<\/strong>
        Enable this option if you want the team member to be able to change assistants\u2019 shares in the visit window.
        Applies when Payroll calculation \u2014 General settings<\/strong> has the option enabled: I have services where I use more than one assistant \u2014 Each assistant receives their full commission set for the service, regardless of the number of assistants added to the service within an appointment.<\/strong><\/li>\n\n\n\n
      2. Access to client data<\/strong>
        Enable this option if the team member needs to see client data in the booking or event window. If they don\u2019t need access to this information, leave the option disabled.
        Client data includes: <\/strong>phone number, email, client details shown on the right side of the booking\/event window, loyalty program information, and the appointment details.<\/li>\n\n\n\n
      3. Access to create new clients in an appointment<\/strong>
        Enable this option if the team member needs to add new clients in the booking or event window. In this case, the created client is automatically added to the all clients list (client database).
        If you want to prevent adding new clients to an appointment or event, simply uncheck the option.<\/li>\n<\/ol>\n\n\n\n
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        Important<\/strong>

        The team member must have the Create appointments<\/strong> permission enabled; otherwise, the input fields (name, phone, email) will be unavailable.<\/p>\n<\/blockquote>\n\n\n\n

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        1. Access to drop-down list<\/strong> with client data<\/strong>
          Enable this option if the team member needs to search for existing clients and select them from the list when creating an appointment. If the team member doesn\u2019t work with client data and shouldn\u2019t see the client list, disable the option.

          The client drop-down list<\/strong> is the list of existing clients from the database that appears when searching by client details (name, email, and also phone number, last name, middle name, and loyalty information \u2014 if the team member has the relevant permissions).

          Show phone number<\/strong> Enable this option so the team member can see phone numbers in the dropdown list. If you need to hide phone numbers, leave the option disabled.<\/li>\n<\/ol>\n\n\n\n
          \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n
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          1. View custom appointment fields<\/strong>
            Enable this option so the team member can see additional custom fields added to the appointment. These fields are created in the chain interface and also in the location interface for the online booking widget (details are covered in the relevant article<\/a>).<\/li>\n<\/ol>\n\n\n\n
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            1. Create bookings<\/strong>
              Enable this option if the team member needs to add new appointments or events to the Appointment Calendar.<\/li>\n<\/ol>\n\n\n\n
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              1. Change bookings<\/strong>
                Enable this option so the team member can edit existing appointments. The permission applies only to unpaid appointments and those that are not in the Arrived<\/strong> status.<\/li>\n<\/ol>\n\n\n\n

                Basic appointment editing allows the team member to:<\/p>\n\n\n\n