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 lives

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 gates

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 point

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 approvals

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 later

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.