• Introduction
• Video guide
• Getting started
• Adding Practitioners
  • About
  • Hours
  • Services
  • Online scheduling
  • Account
• Removing Practitioners
• Restoring deleted Practitioners

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Video guide

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Getting started

To manage practitioners on your account:

1. Click on Setup (in the top right corner)
2. Then click on Practitioners in the menu

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Adding Practitioners

To add practitioners to your account:

1. Click the Add Practitioner button
2. Enter their First and Last Name

3. Check the Add Practitioner box

   
4. Click the Save button

 

Note: Adding practitioners slots will affect your billing. See the pricing page for details.

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About

Add practitioner details, including:

• Photo
• First and Last Name
• License Numbers/Credentials and Tax ID
• Signature

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Hours

Set working hours, including split shifts.

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Services

Specify which services the practitioner offers.

Note: You will not see this tab until you’ve created at least one service.

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Online scheduling

Customize booking preferences:

1. Select if you would like to Allow clients to book online
2. Limit bookings to new clients, existing clients, or both.
3. Choose how availability is displayed:
   • In regular intervals
   • At specific times
   • Only immediately before or after an existing appointment

 

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Account

Set access permissions:

• Do not allow practitioner to login
• Allow login: Grant the practitioner access, enter their email, and set permissions. They’ll receive an invitation to create a password.
• This is me: Select if adding yourself as a practitioner.

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Removing Practitioners

To remove a practitioner:

1. Select the practitioner from the dropdown and click Delete Practitioner.
2. Click the Delete button

 

Note: Past and upcoming appointments for the practitioner won’t be deleted.

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Restoring deleted Practitioners

To restore a deleted practitioner, email your request including their name and email address to support@clinicsense.com.