Add yourself and any additional practitioners into your ClinicSense account. Each person can have their own ClinicSense login.
Add a new practitioner
- Go to Setup, and select Practitioners
- Click the Add Practitioner button
- Enter the practitioner’s name, select their account access, then click save
Complete practitioner profile
- Add the following to complete the practitioner profile:
- Photo (.jpg, .jpeg or .png): Will be displayed for clients to see when booking online
- License Number: Will be displayed on the practitioner’s treatment notes and invoices
- Tax ID: Will be displayed on the practitioner’s invoices
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Signature: Saving a signature will allow you to sign invoices and treatment notes at the click of a button
- Switch to the Account tab and set permissions for the profile
Set working hours
- Select the Hours tab
- Indicate the days and hours that the practitioner regularly works
- If the practitioner works a split shift (i.e 9am - 12pm & 3pm - 6pm), you can create a split shift by clicking the + icon.
Note: If at any time you need to change working hours for just one specific day, please refer to the Change your hours for one specific day guide.
Choose online scheduling settings
- Select the Online Scheduling tab
- Indicate if this practitioner allows clients to book online
Choose how to show online availability
- Select the Online Scheduling tab
- Choose how you would like to display your availability for online booking
In regular intervals (most common)
- Choose at which intervals you’d like to display your availability
- As appointments are booked, times will automatically become unavailable to other clients
At specific times
- Choose the specific times you’d like to display your availability
- This option allows you to choose the exact appointment start times that clients are allowed to book through online scheduling
Only immediately before or after an existing appointment
- The first client will be able to book at any time during your working hours
- Subsequent clients will only see time slots directly before or after existing bookings.
- This option help prevents gaps in your day
Create a login for the practitioner
- Select the Account tab
- If you’ve added yourself as the practitioner, select This is me.
- Otherwise, select Allow practitioner to login
Video guide
📱 Using the app?
- Log in to ClinicSense app
- Tap the hamburger icon on the top left side
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Select the Setup dropdown and choose Practitioners
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To add a new practitioner, press the + (plus sign) button at the bottom right side of the screen
- Enter their name, email address, and upload their profile photo
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Adjust the Account Access settings based on your clinic preferences
- To add practitioners work hours:
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Press the Hours subsection
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If the practitioner only works certain days of the week (i.e. Monday and Thursdays), you can toggle the rest of the days off to Not Working
- Adjust the hours per day
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If the practitioner works different window hours in a day, you can segment the hours by adding a Time Range
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- Hit Save Practitioner