formisoft

Give every teammate the right access.

Invite providers and staff in seconds. Roles decide who can see and change what.

Get startedBook a demo
The team settings with admin, provider, and staff roles

Invite by email

Teammates join with their own secure login.

Role-based access

Admin, provider, and staff each see what they need.

Seats follow your team

Billing adjusts as you add or remove people.

How it works

  1. 01Invite a teammateSend an invite from Settings, Team.
  2. 02Pick their roleAdmin, provider, or staff.
  3. 03They get to workProviders show up on the calendar and booking page.

Questions

Admin has full access to everything including billing and settings. Provider sees their schedule, patients, and forms. Staff handles front-desk tasks like scheduling and form management. Patient can view their own submitted forms and appointments.

Each team member (admin, provider, or staff) counts as one seat on your subscription. When you invite a new member, the cost adjusts automatically on your next billing cycle. Removing a member reduces your seat count and cost.

Yes. Admins can change any team member's role at any time from the team management page. The member's permissions update immediately, they don't need to take any action.

No hard limit. Your subscription scales with your team through seat-based billing. Add as many providers, staff, and admins as your practice needs.

Works with

Get every patient ready before the visit.

Start with Intake, then add booking, reminders, and payments when you need them.

Cancel anytime · BAA included

Get startedBook a demo