A clinic's doctors and staff
Updated
Doctors shows who works at the selected clinic and in which role.
Who can use it: administrators and owners add and edit anyone. A professional can add themselves as a doctor and edit their own details.
Add someone
The person needs a user in your account. If they don't have one yet, invite them first from Users.
- Choose the clinic at the top and select Add Doctor.
- Search for them by name or email.
- Choose the Role: Doctor, Staff or Administrator.
- For a doctor, fill in Specialty, License Number and Default Appointment Duration (minutes).
- Select Add Doctor.
Edit, deactivate or remove
- Edit changes the role and details. Only an administrator changes the role or the Active status.
- An inactive member stays on record but gets no appointments.
- Delete removes someone from the clinic only if they have no appointments or clinical records there. If they do, deactivate them: their appointments and records are kept.
Professional seats
Each plan includes a number of professionals: Free 1, Solo 2, Growth 8 and Pro 25. A doctor who already works at another clinic in your account doesn't take a new seat. Staff and administrators don't take seats. Paid plans can add extra users (see Add-ons and packs).
Troubleshooting
| Problem | What to do |
|---|---|
| You can't find the person | Invite them from Settings → Users and wait for them to create their account. |
| Seats-full notice | Deactivate a doctor who no longer practises, or upgrade. |
| "This professional has appointments or clinical records…" | Deactivate them instead of deleting (Edit → Active). |