Invite your team
Adding people to your account gives each of them their own login, their own availability and their own caseload. Permissions decide what a person can see, which matters more here than in most software: a receptionist needs the calendar and not the clinical notes.
How to do it
- 1
Open Settings, then Team
Invite by email. They set their own password when they accept.
- 2
Give them a role
The role decides what they can reach. Someone booking appointments does not need access to the notes taken in them.
- 3
Set their availability
Each practitioner has their own working hours, so the booking page offers the right slots for the right person.
Questions
- Can a colleague see my clients' notes?
- Only if their role allows it. Permissions are checked per feature rather than granted wholesale, and clinical screens are among the ones you can withhold.
Related guides
Last reviewed 2026-09-04.