📝 Overview
This article breaks down the four permission levels for Consultation Forms: Manage, Send and view, View only, and No access. And how each one builds on the last. It also covers the default access given to Managers and Receptionists, and how to adjust permissions for any staff member in Settings.
💡 Before You Start
You'll need Manager access to change staff permissions.
4️⃣ The Four Permission Levels
Access is set per staff member, and the levels are hierarchical — each one includes everything below it:
Manage — full access, including building, editing, and activating forms. Includes Send and view.
Send and view — send new forms, send again, fill in store, and view statuses. Includes View only.
View only — see forms and their statuses, open and print completed ones.
No access — can't see or interact with Consultation Forms at all.
🔓 Default Access
By default, Managers get Manage and Receptionists get Send and view — but this is fully configurable per staff member, so you can adjust it to fit how your salon actually works.
🛠️ Setup
✍️ How to Change Permissions
Go to Settings → Staff Access Permissions.
Select the staff member.
Scroll to Consultation Forms.
Choose the level that's right for them and save.
❓ Frequently Asked Questions
Find answers to common questions or additional details that may not be covered in the main instructions.
Is a submitted consultation form a legal record?
Click the arrow to view the answer
Click the arrow to view the answer
Yes. A completed form is stored as a record of what the client signed and cannot be edited after submission.
🚀 Related articles
If you have further questions that haven't been answered in this article, reach out to us on Live Chat via the chat bubble in the bottom right corner!