Invitations & access management
Invite team members by email from the dashboard. Remove access and reassign appointments when your team changes.
Before you start
Sign in with a role that can access this feature. If the section is missing, ask the owner to check your user permissions.
Step by step
- Enter email, name when relevant and role.
- Send the invitation from the web dashboard.
- The person opens the link and completes access setup.
- Resend an expired invitation or cancel it if no longer needed.
Usage details
Managing members requires permission and plan capacity. Review appointments when removing professionals. Removing a person does not automatically reduce subscribed seats.