How do I invite team members?

Go to Settings and click the "Team Members" tab:

  • Click "+ Invite Member"
  • Enter their email address and select a role (Admin, Provider, Staff, or Patient)
  • They receive an email invitation with a link to accept and create their account
  • You can change roles or remove members at any time

Get every patient ready before the visit.

Book a short call. We set it up with you.

BAA included · We set up your front desk