Team Management

Team is the access-control view for your practice. Invite new members, change roles, remove people who've left. For practitioner profiles (bio, photo, services, availability), see Practitioners.

Roles

Stillpoint has four roles, each with different access:

• Owner. Full access to everything including billing and team management. Every practice has exactly one owner. The role can't be changed or removed.
• Admin. Manages appointments, clients, settings, and most practice operations. Admins can invite and manage team members (except the owner).
• Scheduler. Views the calendar, creates and manages bookings, and accesses client contact info. Schedulers don't see clinical notes, billing, or practice settings.
• Practitioner. Sees their own schedule, manages their own clients, and writes clinical notes. Practitioners see only their own appointments and client records.

Invite a member

1. On the Team page, click Invite Member.
2. Enter first name, last name, and email.
3. Pick a role: Admin, Practitioner, or Scheduler.
4. Click Send Invite.

The invitee gets an email with a link to join. Once they accept, they appear in the team list as Active. See Invite a Team Member for the post-acceptance setup.

Edit a team member

Click any team member to open their detail panel:

• Change role (between Admin, Practitioner, and Scheduler; the owner role can't be reassigned).
• View status (active, pending invite, no email).
• Edit full profile to jump to their practitioner profile for services, availability, and contact details.

Remove a team member

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

Removed members lose access immediately. Their historical records (appointments, notes, invoices) are preserved.

Restrictions

• The owner role can't be changed or removed.
• You can't change your own role or remove yourself.
• Only owners and admins can invite or remove team members.

Tips

• Start practitioners with the Practitioner role and upgrade only if they need broader access.
• Use Scheduler for front-desk staff who book appointments but shouldn't see clinical data.
• Review the team list periodically and remove members who've left.