You can invite your entire team in one go. The team invite flow lets you paste multiple email addresses at once or share a reusable invite link that staff can use to request access themselves. Both methods are available from the same modal in your Staff settings.
Important: Only admins can send invitations, manage the invite link, approve access requests, and configure default permissions.
Two ways to invite team members
Choose the method that suits your workflow.
Email invitation. Paste one or more email addresses and send invitations in a single submission. Invited staff receive an email, complete registration, and are added to your workspace immediately.
Invite link. Share a reusable link that staff can use to request access on their own. Requests are held for your approval before anyone is added to the workspace or billed.
How to invite by email
Go to Your team.
Click +New team member.
On the Invite tab, paste one or more email addresses into the email field. A live count shows how many team members are selected.
Switch to the Permissions tab to set the default access level for all invited staff before sending.
Send the invitations.
Services assigned automatically: Email-invited staff are assigned all services by default so they are ready to work as soon as they join.
How to use the invite link
Go to Your team.
Click +New team member.
On the Invite tab, enable the invite link toggle.
Copy the link and share it with your team.
Staff who use the link are taken to the registration page. After completing onboarding and verifying their email, they reach a "Request has been sent" page and appear in your team list as Requesting access.
Approve or deny the request from the in-app notification, or by hovering over the person's row in the Your team table.
Approved staff receive a confirmation email and can log in immediately.
Important:
Staff are not added to billing until you approve them. Anyone who signs up through the invite link is held in a "Requesting access" state. Approving them is what triggers the billing add.
Domain restriction: If your workspace uses a custom email domain, you can restrict the invite link to people on that domain only. Enable this on the Invite tab.
Set default permissions
The Permissions tab lets you set the default access level applied to every invited staff member. Configure this before sending invitations to ensure all new staff start with the correct access.
Permissions apply to all future invitations. Changes saved on the Permissions tab take effect for every invitation sent after saving.
Assign clients
To assign clients to team member/s:
Go to the Team page.
Select the team member you'd like to assign clients to.
Click on Assign Clients.
Select the clients.
Click Save.
Track your team
The Your team table shows every person you have invited or who has requested access, along with their email address and current status. You also receive an in-app notification with Approve and Deny actions each time someone requests access through the invite link.
Delete a team member
When a team member is deleted, patients will no longer be able to book an appointment with the deleted team member. Notes, files, and invoices created by the deleted team member will still be accessible as long as they are published and not in draft status.
Go to Your Team on the left side panel.
Hover over the team member you would like to delete.
Select the overflow icon (represented by three vertical dots).
Press delete.
Our team is here to help with any questions or concerns. Just open a conversation through the Help channel in your workspace.