Inviting a Practitioner, Mentor, or Clinic Leader is pretty straightforward.
Important Notes:
Only a Clinic Owner can send an invitation
An invitation will be sent to the invitee's email address
Invitees must activate their account from the invitation email
Practitioners must be invited to Allie to view shared notes and assigned actions
Internal Mentors and Practitioners need to be part of the clinic (i.e. have a counterpart in the linked Cliniko account)
External Mentors do not have to be part of the clinic
Clinic Leaders do not have to be part of the clinic but note that they can see all the data of the clinic except wage and super data
Navigate to Settings -> Team and click on "Add a new User"
Enter the email address and select the role
For Clinic Leaders enter the user's name;
For External Mentors enter the user's name. You can also start assigning practitioners to the mentor in this process.
For Internal Mentors select the counterpart name in Cliniko. You can also start assigning practitioners to the mentor in this process.
For Practitioners, select the counterpart name in Cliniko
Click "Next. A prompt will appear to confirm the details then click "Invite New User".
An alert will appear once successful
Note: An alert will appear if an invitation has already been sent to an email.
