Adding users and licences
Applies to: practice managers and practice admins.
Check your available licences
- Go to Settings > Subscription.
- The Licences panel shows how many licences your practice has and how many are in use.
Add a new user
- Go to Settings > Users and click Add user.
- Enter their name and work email, and choose a role: Clinician, Reception or Practice admin.
- Click Send invite. They'll receive an email to set up their account.
Each active user uses one licence. Removing a user frees their licence straight away.
Need more licences?
If all your licences are in use, click Request more licences on the Subscription page, or ask support by chat or callback. Additional licences are added to your next invoice on a pro-rata basis.
Roles at a glance
- Clinician: patient records, appointments and clinical notes.
- Reception: appointments, check-in and payments.
- Practice admin: everything above, plus users, settings and billing.