Help Center

Team Management

The Team page gives you a centralized view of everyone who has access to your practice. From here you can invite new members, change roles, and remove people who have moved on.

Viewing Your Team

Navigate to Team in the sidebar to see a list of all team members with their name, email, role, and status (active, not invited, or no email).

Roles

Stillpoint has four roles, each with different levels of access:

• Owner -- Full access to everything including billing, team management, and all practice settings. Every practice has exactly one owner. The owner role cannot be changed or removed.
• Admin -- Can manage appointments, clients, settings, and most practice operations. Admins can invite and manage other team members (except the owner).
• Scheduler -- Can view the calendar, create and manage bookings, and access client contact information. Schedulers cannot access clinical notes, billing, or practice settings.
• Practitioner -- Can view their own schedule, manage their own clients, and write clinical notes. Practitioners see only their own appointments and client records.

Inviting a Team Member

1. Click Invite Member on the Team page
2. Enter the person's first name, last name, and email address
3. Select a role (Admin, Practitioner, or Scheduler)
4. Click Send Invite

The invited person receives an email with a link to join your practice. Once they accept, they appear in the team list with an "Active" status.

Editing a Team Member

Click any team member to open their detail panel where you can:

• Change their role -- Switch between Admin, Practitioner, and Scheduler (the owner role cannot be reassigned)
• View their status -- See whether they're active, pending invite, or missing an email
• Edit full profile -- Jump to their practitioner profile to update services, availability, and contact details

Removing a Team Member

1. Click the team member to open their detail panel
2. Click Remove from team
3. Confirm the removal

Removed members immediately lose access to the practice. Their historical records (appointments, notes, invoices) are preserved for continuity.

Restrictions

• You cannot change or remove the owner role
• You cannot change your own role or remove yourself
• Only the owner and admins can invite or remove team members

Tips

• Start new team members with the Practitioner role and upgrade to Admin only if they need broader access
• Use the Scheduler role for front-desk staff who manage bookings but don't need access to clinical data
• Review your team list periodically and remove members who have left your practice