Onboarding your team to Promptd

Promptd is the first healthcare marketplace that supports onboarding clinics and teams of practitioners.

Why onboard as a team?

• Earn trust with clinic‑level social proof.
• Frame each practitioner’s work in your clinic’s values, mission, and process.
• Present a unified clinic profile and a searchable directory of your practitioners.
• Use a free, embeddable clinic finder on your website to route visitors to the best‑fit practitioner.

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

Instructions for onboarding

1. Go to the pricing page and scroll to the subscription plans.
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, 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. Team billing is charged per listing — adjust the quantity to match the number of listings you want.

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

8. 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.

9. 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.