As a clinic owner, you can invite team members to your ClinDoc workspace so they can use the platform to record sessions, generate notes, and share templates. This step brings your team onboard and unlocks collaborative workflows.
Only clinic owners can invite new team members. If you're a staff member and need colleagues added, ask your clinic owner to send the invitations.
How to invite team members
- Navigate to Settings → Team Members.
- Click Invite team members.
- Enter the email address for each person you want to invite. You can add multiple team members at once using the Add Team Member button, or paste multiple email addresses.
- Choose a billing option for each invite (see below).
- Click Send Invites. Each person will receive an email with a link to set up their account.
Billing options
For each team member you invite, you choose who pays for their seat:
Paid by you (organization)
The cost for this team member's seat is added to your clinic's subscription. You'll be redirected to complete the seat purchase before the invite is sent. You can also choose the billing interval (monthly or annual).
Self-paid
The team member manages their own subscription. The invitation is sent immediately and they'll be prompted to set up billing when they sign up.
What the invitee sees
When a team member opens the invite link, they'll be prompted to:
- Enter their first name, last name, and select their profession
- Create a password
- Sign in and begin their own onboarding (reviewing templates, starting sessions, etc.)
Organization-level templates are shared with all team members automatically. If you've already set up templates, your invitees will see them as soon as they sign in.