Staff are the people inside your Practice's account. The system has 3 main staff roles:
- Owner - The Owner has access to all components. By default, this is the account used during the signup process and you cannot add additional Owners.
- Office Manager - Office managers can schedule and add clients on a provider's behalf, but cannot start an online session themselves.
- Provider - Providers can only see their assigned clients, and can hold a session with or request payment from those clients. Providers also have the ability to share clients by assigning them to multiple providers.
Important: You will be charged a monthly fee per Provider, unless you are on trial or the Basic Group plan with unlimited Providers.
Alternatively, you can also add a colleague to your practice.
Add Staff
- Click People in left menu.
- Click Add Profile button.
- Enter Staff Name and Email.
- Select appropriate Staff Role.
- Send Invitation (optional) - this sends an thera-LINK email invite to the Staff member.
- Click Save.
