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Inviting your team members

Anas Shakra
Viktoriya Manova
By Anas Shakra & Viktoriya Manova · Last modified on July 7, 2026

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 except billing, which stays with the owner. See roles and permissions for the full breakdown.

Send invitations

  1. Open Settings in the sidebar of your clinic account, then Members. This page lists everyone on your team and any pending invites.
The Members tab of the clinic settings, with the team roster
  1. Click Invite teammates, choose the role, and set how long the invite stays valid.
The invite teammates dialog

  1. 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.

  2. 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.

Invite a practitioner to finish their draft

  1. On your clinic home, in Providers, click Invite on the draft's row, enter their email, and click Invite.

  2. The button then shows Invite sent. Click it again to send the same invite again, or to correct the email: a new address replaces the invite, and the old link stops working.

  3. When they accept, the draft opens for them and the button shows Joined.

If they haven't accepted after 5 days, we send the invite again, and once more at 10 days. If they joined but haven't published, we remind them at the same times. Reminders stop as soon as they join, publish, or the invite is withdrawn.

FAQ

What does the invited practitioner see?

If you invited them from a draft, that draft opens as soon as they accept. Otherwise they land on your clinic home, where a card takes them to their provider profile: the draft you started for them, or a new one. 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.