Before adding providers, you need to have enough seats. Adding providers requires admin access.

NOTE: This feature is only available on the Clinic plan.

To Add Providers:

  1. Go to Account Settings from the dashboard.

  2. Select Clinic Settings.

  3. Expand the Manage Users section.

  4. Click on Add Users.

  5. Enter the providers' emails.

  6. Choose either Send invite or Create account.

  7. Send email invites by clicking Add users.

Send Invite

This option will send an invitation email to the user prompting them to create an account. They'll need to follow the link you provide and fill out the information below. In your clinic settings under Manage Users, the user will show as pending until they create the account.

Create Account

This option will send the user an email with an auto generated password to log in. They will show up right away in the Manage User section as active. This option is helpful if you want to change settings or set up their account right away.

Known Issue: If you have trouble opening the URL, copy the URL from the email and open it in an incognito window. Still having trouble? Try resetting the password.

If you have any questions, please contact our support team.

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