Staff
The Staff page is where owners and branch managers build the team — invite people, set their role, job function, and schedule, and keep track of pending invitations.
The staff list
Each row shows a member's name, role, specialty (for doctors), phone, and status (available or not). You can search by name, phone, role, or specialty, and filter by type (All, Doctor, Reception). Summary cards show totals for clinical and administrative staff.
From the list you can add a member (New Staff), edit one, remove a member (owners only), or reset their password.
Inviting a member
Open New Staff
Click New Staff. Choose Invite by email (the person sets their own password when they accept) or Create directly (you set a password now).
Assign branch(es)
Pick one or more branches the member belongs to.
Enter their details
Add the name and email (for an invite) or phone (for direct creation).
Set role and job function
Choose the role (owner, staff, or branch manager) and the job function (doctor, receptionist, or accountant). For a doctor, also set the specialty, any subspecialties, and a professional title.
Pick an engagement type
Full-time, part-time, on-demand, or external consultant.
Add a working schedule (optional)
Turn on the days they work (Mon–Sun) and set start and end times. You can do this now or later.
Send
Sending an invite emails the person a link to join; a direct creation adds them straight away.
Invitations
The Invitations page (under Staff) tracks every invite by Invitee, Role, Status, when it was invited, and when it expires. Filter by status — Pending, Accepted, Expired, or Cancelled — and open any invite to see its full details. From there you can Resend the email or Delete the invitation.
Accepting an invite
The invited person receives an email with a link to a public acceptance page (no login needed). There they preview the invitation — their role, branches, and schedule — then either Accept (set a password and confirm their schedule) or Decline. Once accepted, their account is activated and they appear in the staff list.
Who can manage staff
Staff management is for owners and branch managers
Owners and branch managers can invite and edit staff. Only owners can change a member's role or remove them from the organization. Reception can view the staff list but not manage it, and doctors don't see the Staff page at all. See Roles & permissions.