Team & Locations

Invite teammates, set roles, and manage multiple practice locations.

• Add your providers and doctorsAdd the people who deliver services (doctors, vets, stylists, technicians) under Settings → Providers. The page is named for your business type, for example Doctors or Clinicians. Click Add Provider, fill in title, first and last name, specialty and the locations they work at, and save. Then click their weekly hours on the list to open Manage Availability and set their schedule and time off. Providers power scheduling and let the AI book the right person, and they don't need a login. Inviting a teammate is different: that creates a login under Settings → Team, and a clinician's login can be linked to their provider profile.
  4 min
• Invite team membersSettings → Team → Add team member opens a full-screen wizard. Set up their profile, choosing locations if you have several. Tick one or more roles: Clinician, Supervisor, Admin, Practice manager, Practice biller or Practice scheduler. Adjust the five Client care permissions and the Practice account switch, add a clinician's NPI and licenses, check the seat, and click Send invitation. They get an email link valid for 7 days and choose a password; someone who already has a FrontDesk login enters their existing password instead. Team size is capped by your plan (Free 2, Pro 5, Elite 15, Enterprise unlimited), pending invites included. Roles cost nothing extra.
  5 min
• Manage your accountSettings → Account has four tabs. Profile holds your own name, phone, photo, sign-in email and password; name and phone save when you click away from the field. Click Change beside your email to open Change Email Address, or Change password to set a new password. Organization holds the practice's shared details: name, logo, website, industry, billing email and address, tax ID, group NPI, and for healthcare practices the Business Associate Agreement. Notifications and Assistant are your own preferences. To stop paying, cancel under Settings → Billing. To close the whole account, the owner uses Close account… on the Accounts page. Records are kept, and only support can reopen it.
  3 min
• Notification preferencesNotifications are personal. Under Settings → Account → Notifications you turn desktop and phone notifications on, choose sounds for calls and messages, pick which events you want to hear about (calls, messages, appointments, waitlist, payments, system), and subscribe to a daily, weekly, or monthly performance summary email for your location. Two settings are per location rather than per person: Real-time booking alerts and the performance summary. Clinical notices, such as a note that is due or a co-signature request, always reach the provider concerned and can't be switched off here. The bell in the app groups what needs you first and offers the next action on each item.
  3 min
• Add a new locationNew locations get their own phone number, hours, services, clients, calendar and AI configuration, but share the team roster and billing with the rest of your organization. The account owner adds one from Settings → Locations → Add location: name, phone, email, address, time zone, and how provider calendars are named. Plans are priced per location, so the dialog shows what the new location adds and asks you to agree to the new price. Multi-location requires the Elite or Enterprise plan; at your plan's limit, Add location opens Location Limit Reached with an Upgrade Plan button. Removing a location archives it; support can restore it.
  4 min
• Switch between locationsAlmost everything in FrontDesk belongs to one location: clients, appointments, calls and texts, the phone number, AI voice settings, hours, online booking and the account activity log. The switcher at the top right shows the current location. Click it to see every location you can open, with city and phone number, a Current marker, a plan usage row that expands to usage bars and Manage plan, Compare all locations (with two or more), and Add a location. Pick one and the page updates in place. Your browser remembers the choice, and each tab keeps its own. Team logins, billing and the plan are shared by the organization. On a phone the switcher opens as a bottom sheet.
  2 min