Business Settings vs. Personal Preferences

Perceny stores most behaviour twice: once for the business, and once, optionally, for each person. Understanding the relationship saves a lot of confused troubleshooting.

The two places

Features Configuration (Business Settings → Features Configuration) is the business default. It applies to everyone who has not said otherwise.

Preferences — also called Work Settings — is one person's override. Managers reach it from a stylist's row or the calendar header; a member reaches their own from their account.

How an override works

A personal preference is a delta, not a copy. Each one has three states:

• Default to Business Settings — no override. The person follows the business.
• Yes — an explicit override, on.
• No — an explicit override, off.

That third state matters. Setting something to No is not the same as leaving it on Default, even when the business setting is currently off: if you later turn the business setting on, the Default person follows and the No person does not.

This is why Perceny shows most personal preferences as a three-way choice rather than a switch. A plain on/off switch would silently turn "inherit" into "explicitly off" the first time anyone opened the screen.

Saving only what you touched

When you save Preferences, Perceny sends only the fields you actually changed. Everything you did not touch stays on Default. That is deliberate: saving the whole form would freeze every inherited value as an explicit override and quietly detach that person from future business changes.

Which fields can be overridden

Not all of them. The list of preferences a member may edit about themselves is set by the owner under Features Configuration → Member Management Settings → Select editable options.

Managers are not limited by that list — it describes self-service only. A manager editing a member through the member editor sees and can set every field.

When a change does not seem to apply

Work through it in this order:

1. Is there a personal override? Open that person's Preferences and search for the setting. If it says Yes or No rather than Default, the business setting is not in play for them.
2. Is it the right level? Some things only exist business-wide (website settings, terminology, integrations). If you are hunting for one of those in Preferences, you will not find it.
3. Is it a permission rather than a setting? "They cannot see the page" is usually a permission, not a switch. See Roles and permissions explained.
4. Did the change need approval? Depending on your setup, a member's own change can go to a manager as a request instead of applying immediately. Check Requests.