Inviting a Team Member
Add practitioners to your Stillpoint practice so they can manage their own schedules, access client records, and write clinical notes.
Steps
- Navigate to Practitioners in the sidebar
- Click Invite Practitioner
- Enter the new team member's email address
- Select a role:
- Admin -- Full access to settings and team management
- Practitioner -- Access to their own schedule, clients, and notes
- Optionally assign services they will offer
- Click Send Invitation
What Happens Next
- The invited person receives an email with a link to join your practice
- They create their Stillpoint account (or link an existing one)
- Once they accept, they appear in your practitioner list with the assigned role
- They can immediately start managing their schedule and clients
Managing Invitations
- Pending invitations are shown with a "Pending" status badge
- You can resend an invitation if the recipient didn't receive it
- You can revoke an invitation before it's accepted
After They Join
Once a practitioner accepts the invitation:
- Set up their availability so clients can book with them
- Assign any additional services they offer
- Their profile will appear on your booking page automatically
Tips
- Double-check the email address before sending to avoid inviting the wrong person
- Start new team members with the Practitioner role and upgrade to Admin if needed
- Each practitioner needs their own unique email address