Adding admin staff to Cliniko is easy to do, and also completely free! We only charge for practitioners on the calendar, so you can add and remove admin staff as you need to.
Add an Administrative User
Head to Settings, and then Users & practitioners:
Click the Add user button:
Enter the user's personal details (first name, last name, and email address are required!):
Under Cliniko Settings, you will need to do three things:
- Select No under Is this person a practitioner?;
- Set their user account to active;
- Select their security role.
☝️ Note: The security roles vary in what a user can and cannot do. You can read more about what each role consists of here.
Click the Create user button, and an email will be sent to this person! 🙌 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.
An "administrative user" would be anyone who is not a practitioner—such someone on your reception team, who manages appointments and paperwork, but doesn't actually treat patients.
If you need to add another practitioner, head over here to learn how!