Adding your team

Inviting someone

For someone joining, use Add a new starter (Staff → New starters in the menu): it invites them and sets up their onboarding too (see Onboarding new starters). To invite someone without onboarding, add them in Settings → Team with their work email. They get an email to choose their own password, then set up two-step sign-in. The link works once and lasts 7 days; you can send it again.

Roles

• Owner: everything, including settings, plans and downloading data.
• Practitioner: their diary, patients and clinical notes.
• Reception: the diary, bookings, payments and messages, but not clinical notes.

Your team and your plan

Your plan is priced per user: everyone with an active login. Before you add someone, the form shows what your bill becomes. Switch off someone who's left (Settings → Team) and your bill goes down from the next one; their past work stays, and their photo is deleted.

Photos

Everyone adds their own photo on Your profile (press your picture or initials in the menu). The owner and managers can add, change or remove anyone's there too. See Profile photos.