On the Formisoft platform
Part of Schedule, Fill your calendar without the phone tag
Schedule capability
Team Management
Add providers in seconds, billing scales automatically
Invite providers and staff in seconds. Roles, calendars, and billing scale with your team.
How it works
Invite Team Members
Send email invitations to providers, staff, and administrators. Each person creates their account and is automatically added to your organization.
Assign Roles
Choose from four built-in roles: admin, provider, staff, or patient. Each role has purpose-built permissions that control what they can see and do.
Configure Provider Settings
Set up each provider's availability schedule, form assignments, and notification preferences individually. No two providers need the same setup.
Billing Adjusts Automatically
Seat-based billing updates automatically when you add or remove team members. No manual plan changes or support tickets required.
More in Schedule
Other tools that work with Team Management in the same step.
Online Appointment Booking
Patient self-scheduling 24/7, with intake, payments, and reminders built in
Learn about Online Appointment BookingPractice Calendar
Staff scheduling, day/week views, availability, and visit status in one calendar
Learn about Practice Calendar
Part of Schedule on the platform
Built for real practices
What practices get with team management, included from day one.
Four Built-In Roles
Admin, provider, staff, and patient roles with pre-configured permissions. Every team member gets the right level of access automatically.
Email Invitations
Invite team members by email. They create an account, accept the invitation, and join your organization, no manual setup required.
Per-Provider Configuration
Each provider has their own availability schedule, form assignments, notification preferences, and patient assignments.
Seat-Based Billing
Your subscription scales with your team. Adding or removing members automatically adjusts billing, no plan changes needed.
FAQ
What are the four roles and their permissions?
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.
How does seat-based billing work?
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.
Can I change someone's role after they've joined?
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.
Is there a limit to how many team members I can add?
No hard limit. Your subscription scales with your team through seat-based billing. Add as many providers, staff, and admins as your practice needs.
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