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Setting up Single Diary View

Sam Written by Sam
... on a marvellous March day.

Single Diary View is a feature that allows a Provider to view their own Diary, without being able to view the Diary of other Providers.

By limiting access to only a provider’s own Diary, Single Diary View can help maintain client privacy and ensure that Providers are able to manage their Diary efficiently.

Setting up Single Diary View

1. Go to Setup.

2. Click Staff under Users.

3. Click on the Name of the Staff member.

The Staff member must already be a Provider. For more information please see Setting up Staff as Providers.

4. Scroll to the Diary View dropdown.

Standard Diary View is selected by default. In Standard Diary View, Providers can view the Diary of all other Providers within the Location/s they have permissions to view.