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How to invite a Member or Client.

In order to invite someone to help you manage a patient, you must first create a patient. After you have created a patient, click on the arrow on the bottom left of the patient’s profile. A popup screen will show. If you want to invite a Member, click the “Member” tab. If you want to invite a Client, click the “Client” tab. Input the following information for a Member:

  • Name
  • Email Address (this cannot be changed)
  • Temporary Password (can be changed)

Your Team Member will receive an email invite to join your team.

If you are inviting a Client, you will only need the email address of the Client. If you want the Client to also have Member access, invite them as a Member first, then add them as a Client afterwards.

invite team member

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