Update Staff Names and Emails

PracticeQ allows you to invite staff and change some settings; however, at times, a staff member's name or email address needs to be updated.  

For Assistants:

Assistant accounts can be updated by the account administrator.

Have the account administrator log in using their email and password and do the following:

1. Click More → Team.
2. Select the Assistants tab.
3. Click Edit next to the assistant's name.
4. Update the Name field.
5. Click Save.

For Practitioners:

Practitioners must sign in and update the settings themselves.

Have the practitioner sign in using their email and password and do the following:

1. Click More → Account
2. For name changes, simply update the first and/or last name and click Save.
3. To update the email, click Update email address and enter the new email address.  
4. The system will send a verification email to the new address before updating the email address

Note: In situations where a practitioner is no longer at the clinic, you will want to instead disable the practitioner and add a new practitioner.