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  1. Ability for Staff to view Client Service History (regardless of Provider) but have the Calendar only show their own appointments

    Customer would like the ability to configure permissions that would grant Staff to only see their Calendar/Schedule of upcoming appointments but still be able to see a Client's full history of appointments, regardless of who performed the services.

    Currently there is a Permission for Appointments > Everyone's > Summary/Detail. If this is enabled, Staff will be able to view a Client's History of services regardless of which Staff performed that service. However, this also applies to the Calendar/Schedule of upcoming providers and Staff then has a lot of noise to wade through when they just want to see what their…

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    0 comments  ·  Appointment management  ·  Admin →
    Completed  ·  AdminJulia Egan (Product Marketing Manager, Boulevard) responded

    Hey folks! Thank you, as always for your feedback! We released this feature in June, check out this changelog if you missed it! https://headwayapp.co/boulevard-changelog/new-permissions-for-client-appointment-history-catalog-editing-allow-finer-tuned-control-341034

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