Once a new member of your organization has been invited, you'll want to make sure they're set up with the following:
Upon inviting a new member to your organization, you'll be asked to set their permissions. Customize their permissions and
- Teams: Partner permissions
- Teams: Collaborator permissions
- Teams permissions: Frequently asked questions (FAQ)
Each member of the organization has the ability to connect their own integrations. This means their own Zoom account, calendar (multiple calendars!), email, and more! Head to settings to customize personal integrations.
Each member of the organization can customize their own availability. This allows Practice to display their open hours and blocked hours to clients booking sessions with them. After connecting a calendar to Practice (see personal integrations) it's recommended that customizing availabilities is the next step! Learn more about availabilities here:
Each member of your organization has the ability to customize and manage their own schedulers. Because each scheduler is tied to an availability, it's important to set the availability first. Then, once inside a scheduler, customize from there! See more: Schedulers for Teams
As a new member of your organization, you can assign clients to this member. If their permission is set to limited client access, this member will only see clients that are assigned to them. Initially, upon logging into their account, their client list will be empty unless clients are assigned.