Team & staff management

Manage your clinic team — add admins, standard users and prescribers, connect Google Calendar for synchronised bookings and control access to each system module.

✅ What you can do

• View and manage all team members with access controls
• Connect a user's Google Calendar for synced bookings
• Add admins, standard users and prescribers
• Edit, activate/deactivate and delete team members
• Convert an admin to a super user

👥 Team list

1. Click General Settings → Team & staff management.

• Use the filter dropdown to view All, Active or Inactive team members.
• Toggle the switch on any row to enable or disable a member's access.

📅 Connect Google Calendar

1. Click General Settings → Team & staff management → click the Google Calendar icon on any team member's row.
2. Select any one option from the Calendar settings section:

• Show only booking time — time slot information only
• Show full booking details — includes personal booking details

3. Select any options from the Appointment types to sync section:

• Confirmed booking — displays confirmed bookings in Google Calendar
• Preliminary booking (pending approval) — displays preliminary bookings which are pending approval in Google Calendar
• Private slot (blocked time) — displays private slots of blocked time for practitioners in Google Calendar

4. Click Connect.

➕ Add an admin or user

1. Click General Settings → Team & staff management → +Add.
2. Select Role: Admin or User.
3. Enter the Title, required personal information and Country.
4. Create and confirm a Password.
5. Toggle access to Record System, Booking System and POS System as needed.
6. Click Submit — an invitation email is sent to the user.

➕ Add a prescriber

1. Click General Settings → Team & staff management → +Add → select Role: Prescriber.
2. Enter the prescriber's email address → click Send Join Request.

✏️ Edit, activate/deactivate & delete

1. Click the Edit icon to update details.
2. Click Activate/Inactivate to enable or disable access.
3. Click Delete to remove permanently.
4. Click Convert to Super User to promote an Admin to Super User.

Updated on: 06/08/2026