- Go to Setup, then Practitioners
- Optionally, click Add Practitioner and enter their name
- Under Select Practitioner, pick the practitioner
- Make any necessary adjustments, then click Save at bottom right
Notes
- The About tab controls demographic information about the practitioner, including their photo name, credentials, tax identifier, and signature
- The Hours tab controls the practitioner's work schedule, including split schedules
- The Services tab controls which appointments types clients can book with the practitioner
- The Online Scheduling tab controls if and how clients can book with the practitioner
- The Account tab controls if the practitioner can log in to ClinicSense and what their access permissions
Video guide
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