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Joining a team on Promptd

Anas Shakra
Viktoriya Manova
By Anas Shakra & Viktoriya Manova · Last modified on October 6, 2026

Your clinic manages its presence on Promptd from a shared team account. As a team member, you get your own provider profile under the clinic's page: it is what clients find, compare, and message. This guide takes you from the invite to a published profile.

Join your team

  1. Open your team invite. Depending on your administrator's preference, it is either a shareable link or an email invitation.

  2. If you are not logged in, you'll be asked to log in or create an account first.

  3. After logging in, you land on the accept invite page. Accept. If your clinic sent the invite from a listing it started for you, that listing opens right away. Otherwise you arrive on your clinic home.

Create your provider profile

  1. On your clinic home, a card near the top shows what to do next:
  • Your profile is ready to finish: your clinic started a listing for you. Click Continue to open it.
  • A profile with your name is waiting: your clinic started a profile with your name. If it is you, click Continue. If not, click Create profile.
  • Create your profile: no profile is waiting for you. Click Create profile.

You can also click Create profile in the Providers section of your clinic home.

The clinic home as a member sees it, with the Create your profile card and the clients list
  1. The guided form opens. First, pick the language you want to fill it in. Then choose Import from an existing profile to prefill it from your website, Psychology Today profile or other existing information, or Skip the import to enter your details step by step. If the form already has details, for example from your clinic, importing replaces them, so we ask you first. Your progress is saved every time you click Next, so you can leave and come back with Save & exit.
The first choice in the provider profile form: import or skip
  1. A clinic admin can also create your profile for you. Once your profile is published, the card on your clinic home shows it, with View page and Edit page.

The top of your clinic home counts unanswered messages and booking requests. Your Action items show Turn on booking when clients can't book a time from your page yet, Connect your calendar once your hours are set, and Reconnect your calendar if it disconnects.

Set your services and availability

Once your profile is published, click Edit page on its card on your clinic home to open its editor.

  • Services: attach your profile to the services your clinic has defined. You can keep the clinic's default price and duration or set your own, and choose which price options you offer. How clinic services work.
  • Availability: set whether you are accepting new clients, on a waitlist, or unavailable.

What you can and can't do as a member

You can create and edit your own profile, manage your own services and pricing, and reply to client conversations assigned to you. Clinic-wide things stay with admins: the clinic page, addresses, the service catalog, and invitations. Billing stays with the owner. See roles and permissions for the full breakdown.

FAQ

Are you facing issues with joining your team?

If you have any issues with onboarding to your team, contact support@promptd.app. If you have any comments or feedback on how to make this document or the onboarding process better, please let us know.