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Team Management
Guides to help you manage your team, set user permissions and manage pay periods.
- Client Permissions
- Invoice Permissions
- Remove a Practitioner Slot
- Reports Permissions
- Special Permissions
- Client Form Permissions
- Team Messaging: Create Channels
- Team Messaging: Instant Zoom Meetings
- Recurring Payment Permissions
- File Manager Permissions
- Staff Comments Permissions
- Permission FAQs
- Export Audit Trail to CSV
- Add a Practitioner
- Add an Assistant
- Add a Practitioner Slot
- Invalid Member ID
- Set Up Your Notifications
- Optional Setting: Automatic Client Sharing via Appointment
- Available Setting: Lock Notes Permanently