Onboarding your team to Promptd

We’re the first marketplace built to onboard clinics and every member of their team. We make it easy for clinics to manage their online presence, streamline communication, and showcase their practitioners, all in one place.

Why onboard as a team?

• Showcase your team’s expertise – Highlight every practitioner’s unique skills on a dedicated clinic page, helping clients find the right fit easily.
• Simplify team management – Quickly add, edit, or remove team members while controlling access to messaging, booking, and profiles.
• Boost clinic credibility – Present your clinic as a trusted, unified team that stands out as a reliable source of care.
• Save admin time – Streamline communication and profile management so your team can focus more on clients, not logistics.

Promptd’s team account provides flexible, role‑based permissions. Your clinic has visibility over all listings while practitioners can create and edit their own listing. Keep lead messaging centralized or allow practitioners to reply directly — you choose.

Instructions for onboarding

1. Go to the pricing page and scroll down to the Team subscription plan.
2. Select the Team subscription and click “Subscribe”.

3. If you are not logged in, you’ll be redirected to log in or create an account.

4. After logging in, you’ll be redirected to the Create Team section.

5. Enter your team name, a contact email for team notifications (e.g. chat messages), and a short overview. If successful, you’ll be redirected to your team account.

6. To create listings for your team members, go to Billing in your team settings and purchase a Team subscription through our checkout portal.

7. Team billing is charged per listing, make sure to adjust the quantity to match the number of listings you want.

8. After purchasing, the team owner can create listings or invite team members to create their own.

9. To invite teammates, open the People page of your team account and either generate an invite code to share or send an invite email. See the team roles page for what each role can do.

10. To finish onboarding, follow the steps in your onboarding widget (visible to team owners and administrators).

FAQ

Why can't I create listings for my team members?

You probably can’t create listings yet because you haven’t subscribed to a Team plan. Head to your team’s Billing section to start a Team subscription and purchase at least one listing seat.

How is team billing calculated?

Team billing is per active listing. In checkout, set the quantity to the number of listings you want to create. You can increase or decrease seats later; charges adjust on your next billing cycle.

Who can create and manage listings and messages?

Owners and administrators can create listings for the team, or invite practitioners to create and edit their own listings. Messaging can be kept centralized with the team or opened so practitioners reply directly — configurable in team settings.