This article will show you how to control what your cleaners can see, including customer contact details, appointment prices, and notes, through General Settings, email templates, and custom field visibility options.

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Locate Settings ➡️ Cleaners ➡️ Cleaner permissions:

There, you can choose to hide or show customer contact information (email and phone number) and appointment prices:

On the Cleaner permission page, you can choose between the following options.

While you are here on the Cleaner permissions page, you can also limit the cleaner's view of appointments they are assigned to in the future and the past. This means you can select how many days ahead or prior they can see the appointments. You can also limit the cleaner's ability to clock in/out.

In addition, you may also need to review the price and customer contact info {{variables}} in your Work Order email template.

Go to your Settings ➡️ Communications ➡️ Email & SMS notifications

Locate the Work Order email:

Scroll down and delete the {{variables}} you'd want to hide from the Body section, such as the Customer Contact Information and Balance Owed.

If you want this information added and you do not see it in the body of the email, click on the {} Add a title variable or contact support.

In Settings, for Contact Custom Fields and Appointments Custom Fields, you can decide to Hide from Cleaners when editing them:

You can make Appointment and Customer notes private (Viewable only by Office Managers) when creating them in the Notes section of the appointment side panel: