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 in 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".