Is your clinic growing, and you're bringing on some additional practitioners? Firstly, congratulations! 🎉 Secondly, let's get them added to your Cliniko account so that appointments can be booked under their name, they can log in and write treatment notes, and more.
Add a Practitioner to Your Cliniko Account
Head to Settings, and then Users & practitioners:
Click the Add user button:
Enter the new practitioner's personal details (first name, last name, and email address are required!):
Under Cliniko Settings, you will need to do three things:
- Select Yes under Is this person a practitioner?.
- Set their user account to active.
- Select their security role to be Practitioner.
☝️ Note: The security roles vary in what a user can and cannot do. You can read more about what each role consists of here.
Scroll down to the bottom of the page, and click the Create user button, and an email will be sent to this new practitioner! 🙌 The email will tell them that they've been invited to Cliniko by you, and will tell them where to log in and prompt them to create a password.
☝️ Note: You don't need to set up the schedule or other practitioner details during this initial setup. The new practitioner can log in and set that up themselves, or you can come back at a later date to modify the details!
A "practitioner" would be someone who sees patients, and additional practitioners may impact the fee you pay to use Cliniko. If you're having trouble adding a new practitioner, you may need to upgrade your plan to accommodate for them. Head over here to learn how to do that!