Clients & Pets permissions define how much access each staff member has to client profiles, pet information, packages, memberships, and sensitive contact details.
Use this guide to understand each permission level and configure access based on staff responsibilities.
Go to Setting > Staff > Role permission > Clients & pets to set up.
Permission levels
Here are 3 levels of access to define:
Individual client profile - can click into client profiles via their appointment
At working businesses - can view Clients & pets list for business they're working at (indicated on staff profile)
At all businesses - can view entire Clients & pets list
Access client
Delete clients
Delete pets
Update client/pet status
Allow staff member to update client status and set pet as passed away for clients they have access to.
Import clients
Import by uploading file device
Export clients
Export clients to report outside of MoeGo
Access client package lists
Access client memberships
Only if the business applicable to the membership feature
Merge clients
Merge clients from intake form or beta merge feature
Edit purchased client packages
Allow staff member to edit purchased packages of this client
Can create /edit incident report
Access client emails and phone numbers on client profile
Add new clients
Access clients' total amount paid info
Access store credit
Only if the business applicable to the store credit feature
Apply store credit at checkout
Only if the business applicable to the store credit feature
Access client fields