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Staff joining and leaving

Invite with a role, send the link yourself, set the dentist's fee share, disable the day someone leaves.

Who
Owner
When
The day someone starts or leaves
Where
MoreStaff and roles
  1. 1
    MoreStaff and roles

    Joining: under Invite someone type the email and choose the role. Front desk sees schedule, patients, billing, messages; Assistant / hygienist adds charting; Dentist adds plans and their own production; Owner sees everything. Tap Create invitation link.

    settings-staff
    settings-staff
  2. 2

    Tap Copy link and send it yourself on Messenger or Viber. It works once and expires in 14 days. They choose their own password; from then on their phone stays signed in.

  3. 3

    Dentists: after they join, tap Edit on their row: PRC licence number, PRC expiry and Professional fee share. Tap Save.

  4. 4

    Leaving: tap Disable on their row the same day. Their records and history stay; they can no longer sign in. Enable brings them back.

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Answers from this guide, in plain English. Usually under a minute.

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