Bringing your team in
Go to Users & Practitioners and add each person you work with, along with their email address.
Adding a team member's details.
Set what they can access
Choose a security role for each person based on what they actually need to do, and turn on Practitioner for anyone who should be bookable on the calendar.
What happens next
Each person confirms their own account and sets their password before signing in for the first time. If your clinic requires two-factor authentication, they'll set that up on their first sign-in as well.
Was this article helpful?
Your feedback helps us improve our documentation.
Rate this article:
Related articles
Create your ClinyPal account
Setting up a new clinic
Your free trial
Setting up a new clinic
What comes preconfigured in a new clinic
Setting up a new clinic
Set up your logo and branding
Setting up a new clinic
Still have questions?
Our support team typically replies in under 4 minutes on live chat.