Add your doctors and front desk staff
Give your doctors and front desk their own logins so the clinic doesn't run through one person's phone. Everyone sees the same appointments and the same queue.
Roles
| Role | Can do |
|---|---|
| Admin | Everything. This is the clinic owner's account. |
| Doctor | Their own schedule, queue and patients; bills and prescriptions. |
| Staff | Front desk: appointments, walk-ins, the queue and the WhatsApp chats assigned to them. |
Invite someone
- 1
Open Team
Click Team in the sidebar and press "Add people".
- 2
Choose "Invite to sign in"
Enter their email address and choose a role: Doctor or Staff.
- 3
Choose how to send the invite
"Send an email", "Give me a link" to send it yourself, or "Send on WhatsApp".
- 4
They accept
They open the invite, set a password and press "Accept invitation". Doctors then add their photo, details and services.
Add a doctor without a login
Some doctors never touch a computer. Use the Add without a login tab. Patients can still book with them, and the front desk runs their schedule.
Share the WhatsApp work
In the WhatsApp inbox, an admin can use "Assign to Staff" on a chat. Staff only see the chats assigned to them, so two people never answer the same patient.