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Staff Members

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Features for the LGBTQ+ Staff

I have seen places for client information with preferred name, pronouns, sexual orientation, gender identity versus legal sex, etc.. We need this for staff as well! There should be a way to only show the preferred name to others within the organiz...
Guest over 2 years ago in Staff Members 2 Completed

Permissions: Regarding Staff Schedule & Catalyst Notes

Staff members should NOT be able to see other staff members schedules. As a business owner, I know that this can cause major problems among staff and it should not be a default. I am not sure if this access is malfunction in the permissions but ot...
Guest over 1 year ago in Staff Members 0 Completed

DOB on staff profile

Should have a spot for DOB
Guest almost 3 years ago in Staff Members 0 Completed

Ability to add non-expiring documents to credential tracking

Not all staff documents have an expiration date but the system requires it for all documents forcing us to put in a random date just to upload. The checkmark for the credential tracking should be the trigger point for the expiration date requirement.
Guest almost 2 years ago in Staff Members 0 Completed

Non-admin permission for bulk editing appts

Select staff should have option to access bulk edit for appts BUT without having to give permission for Admin and Billing. Reason is, they should not have access to other staff personal information
Guest over 2 years ago in Staff Members 0 Completed