My Staff

Add your front desk team, set roles and permissions, and control exactly what each person can see.

My Staff Overview

How team accounts work and why each person should have their own login.

Adding a Team Member

Invite a front desk employee or associate and get them logged in.

User Roles and Permissions

The difference between an admin and a regular user, and what each can do.

Restricting What Staff Can See

Hide billing, settings, or whole sections from team members who do not need them.

Editing or Removing a User

Update someone's access or fully remove an employee who has left.

Setting Staff Availability for Booking

Connect a team member to a calendar so patients can book time with them.

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