Client, Member and Terminology Settings
Sharing clients between stylists, choosing what staff may change about themselves, and renaming the words Perceny uses.
Client SettingsCopy a link to this section
Two switches, both about who can see whose clients.
Allow Sharing Clients: lets stylists view and select clients that belong to other stylists. Off, each stylist works from their own book. On, the shop shares one client list.
This is a genuine business decision, not a technical one. Commission-based shops that treat clients as the shop's usually turn it on; booth-rental shops usually leave it off.
Show Client Contact Person lets stylists see the client's relationship manager: the contact person whose phone and email are used for the appointment. Relevant when you book families or companies under one contact.
The tab also carries the Client permission category: who may create, edit, merge and delete clients.
Member Management SettingsCopy a link to this section
Auto-Open Attendance Prompt: shows the attendance prompt the first time a member opens the business each day, before they have marked attendance. The quickest way to get reliable clock-in data.
Select editable options: the big one. This is the allow-list of preferences a member may change about themselves in their own Preferences screen. Everything not ticked here is manager-only.
There are Select all, Deselect all and Reset to default buttons. Start from the default and add rather than starting from everything.
This list matters more than it looks: it is the difference between a stylist adjusting their own notification settings (fine) and a stylist adjusting their own commission-adjacent settings (not fine). See Choose what staff can change about themselves.
The tab also carries the Member permission category.
TerminologyCopy a link to this section
Perceny ships with salon vocabulary. If you run a barbershop, a studio, a clinic or a gym, the words are wrong for you.
The Terminology tab lets you rename them. Change "Stylist" to "Barber" and the whole product follows: menus, buttons, notifications, the booking page, and the helper text under every setting.
Terminology is saved with an explicit Save on this tab rather than instantly, because a rename touches every screen at once. See Rename Stylist to Barber.