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!):
You will need to do two things:
Select their security role to be Practitioner.
Select Yes under Is this user a practitioner?
Click the Create user button. There's one final step—you'll need to verify your password:
Then 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.
Resend practitioner user invitation
To quickly resend the invitation email to your new practitioner, head to Settings, and then Users & practitioners:
From here, select the name of the practitioner and click Resend invitation email at the very top of their details:
Within a few minutes we'll send another invitation email to the practitioner's email address on file:
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!