User Settings Within Staff & Users
First, choose the type of user:
Next, review General options:
Lastly, Practice Shared Drive options.
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Configuring Staff & User Settings
FOR PROFESSIONAL STAFF MEMBERS Professionals ACTIVE Allows admin to inactivate professionals to revoke their access while preserving all system data. Color Assign a color to the clinician to color code the calendar when using the Professional view ...Adjusting Calendar Settings
STEP 1: Navigate to the Calendar tab. STEP 2: Click on the three horizontal lines icon in the top left-hand corner of the calendar to generate the Calendar Settings pop-up. STEP 3: Make the desired changes to your calendar settings. Professional(s): ...Hide Billing from Staff & Users
Full administrators can hide billing from specific staff and users. When ‘Can View Billing’ is not checked off, users will not have access to the billing and reporting pages, nor will they be able to edit appointments (rooms and services). These ...Inviting Additional Users
INVITING ADDITIONAL STAFF/USERS TO YOUR ACCOUNT STEP 1: Navigate to the “Staff & Users” tab within the Account Settings section. STEP 2: Select the appropriate tab for the type of staff member you’d like to add to your account. Professionals ...Non-Client Appointment PDF Export
Now, professionals can export non-client appointment details, such as supervision notes. Step 1: select the non-client appointment on the calendar. Step 2: select Download as PDF