Inviting your team members
Inviting team members is optional: you can create every provider profile yourself if you prefer. Invite practitioners when you want them to create and manage their own profile.
Before inviting, pick the right role. With the member role, practitioners can create and edit their own profile, but they do not see messages sent to their profile by default; messaging stays centralized with your clinic. Admins manage everything. See roles and permissions for the full breakdown.
Send invitations
- Open Invitations in the sidebar of your clinic account. This page lists everyone on your team and any pending invites.
- Click Invite teammates, choose the role, and set how long the invite stays valid.
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Click Create invite link and share it with your team. This is the option we recommend: one link works for everyone, and anyone with it can join while it is valid. If you prefer, expand Invite by email to send a personal invite straight to someone's inbox.
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When a practitioner accepts, they appear in the roster and can create their provider profile. You can change anyone's role or remove them from the same page.
FAQ
What does the invited practitioner see?
They land on their own quick start with a single step: create their provider profile. The joining a team guide covers their side.
Do invited members cost anything?
Joining is free. Billing only kicks in for provider profiles, as explained in the billing guide.
What should I do next?
Continue with creating provider profiles, or go back to the clinic onboarding guide.