Hi Rasmus | Aloha Integration: Setting Staff Permissions in Aloha to Complete Integration and View Session Notes

How to Manually Set Up Staff Permissions in Aloha to View Hi Rasmus Session Notes on a Rendered Appointment

In Aloha, you will need to give your staff access to the "Session Notes" on their calendars. To do this: 

  1. Click Settings > Security > User Roles. 
  2. Select the User Roles for any of your service providers. 
  3. Under Permissions, select Schedule > My Schedule > Session Notes and check the box for "Full Access" 
  4. Scroll to the bottom and select "Save".