Takes 2 minutes per person. Who: an owner.
1
Open Team
Open Team from the menu and choose Invite someone.
2
Enter their email
They get an email and join when they first sign in. Until then they’re listed under Waiting to join.
3
Choose their role
An Owner sees every clinic, plus the team, billing and integrations. A Team member only sees the clinics you choose.
4
Choose their clinics
For a team member, pick each clinic and whether they’re a Manager or Reception there.
Good to know
- Sign-in uses two-factor authentication, so each person needs their own email address.