Permissions: Every Staff Member has the ability to set their own Calendar Preferences.
To protect Client confidentiality, you have the ability to set your Calendar and Alert Preferences so that it will only display the Client's Initials verses their first and last name. This is set on the user level, not on an Organization level.
Show Only Initials
- Click your Name in top right corner and select Calendar Preferences.
- Mark Show only Client initials in Calendar and Staff email alerts.
- Click Save Preferences.
Client Initials will now display on:
- In Recently View Clients at top of Calendar Page