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Modify labels for private notes in guest profile

To protect the privacy of guests, businesses have the option to hide specific treatment notes of guests from service providers. A note can be added as a private note in the guest profile and can be viewed only by employees with the right permission while booking or modifying an appointment.

The private note label can be replaced with other words such as ‘Confidential’ or ‘Restricted’ based on your business requirements.

Required roles: Owner or Administrator

Required permissions: None

View permissions for other roles: Guests > View Private, View Private 2, View Private 3

  1. At the organization level, click the Configurations icon.

  2. Search for and select the Label for Private note 1 setting from the Guests section.

  3. Provide your business-related terminologies for the three labels available for private notes for guests.

  4. Click Save.