Adding practitioners and front desk staff

Clinic owners can invite practitioners and front desk staff from Settings → Team. Everyone gets their own login.

Invite someone

1. 1Go to Settings → Team and click Invite someone.
2. 2Enter their name and email, and choose Practitioner or Front desk.
3. 3They get an email with a link to set their password. The link works for 14 days. You can resend it or copy it from Invitations waiting.

What each role can do

• Owner: everything, including your plan, team, payments and reports.
• Practitioner: their own schedule and hours, clients and SOAP notes, and invoices for their own visits. They set their registration, bio, photo and signature in Settings → My profile.
• Front desk: books for every practitioner, checks clients in, takes payments and manages invoices and claims. Front desk never sees clinical notes.

What it costs

• Pro includes you. Each extra practitioner is $19.99/month ($199.90/year), and a clinic never pays more than $199.99/month in total.
• Front desk logins are free on Pro. Essentials includes 1 front desk login and is for one practitioner.
• Changes are prorated on your next bill. During your free trial, invite as many people as you like.

Removing someone

Choose Remove next to their name. They're signed out straight away, and everything they did (visits, notes, invoices) stays. If they still have appointments on the calendar, move or cancel them. You can restore their access later.