Choose What Staff Can Change About Themselves

Every member has a Preferences screen. What they find there is not fixed; you decide it, once, for the whole business.

Where it livesCopy a link to this section

Business Settings → Features Configuration → Member Management Settings → Select editable options.

It is a long checklist of preference keys. Anything ticked is something a member may change about themselves. Anything unticked still exists (a manager can set it on that member), but the member cannot.

There are Select all, Deselect all and Reset to default buttons. Start from the default and add.

What the list actually gatesCopy a link to this section

The allow-list applies to self-service only. Concretely:

• A member editing their own Preferences can only change ticked keys.
• A manager editing that member through the member editor sees every field, ticked or not.

That difference is the whole design. The list answers "what may a stylist change about themselves", not "what exists".

A sensible starting pointCopy a link to this section

Usually safe to allow:

• Notification preferences: which pings they get, on which channel. Nobody else has an opinion about this.
• Their display title and their calendar colour.
• Their social profile links and review URL.
• Whether they are public on the booking site and the kiosk.
• Shift-list behaviours: hide me before an appointment, hide me after an unchecked-out one.
• Connecting their own printer, hiding their own timer.

Usually keep manager-only:

• Anything touching money: business model, money holder, commission refresh, supply-price display, keep-cash behaviour, "stylist pays shop".
• Deposits, cancellation fees and no-show fees.
• Payment methods and default payment type.
• PINs: the booking PIN and the device PIN.
• Auto-finish rules, if you rely on them for consistent closing times.

Depends on the shop:

• The member's own weekly hours and exceptions. Many shops allow this and route the change through approval instead; see below.
• Required client membership plans.

Schedule changes and approvalsCopy a link to this section

Hours and exceptions are a special case. Perceny can either apply a member's own schedule change immediately or turn it into a request for an owner or manager to approve. The member is told which happened; a schedule request gets its own confirmation, because their calendar has not actually moved yet.

If your rota is coordinated rather than self-managed, allow the field and rely on approval, rather than blocking the field and fielding the request by text message.

Reviewing it laterCopy a link to this section

Come back to this list after a few months. The keys people actually ask you to change are the ones worth ticking; the ones nobody has ever asked about are fine where they are.