The Team section explained
A quick guide to the people, roles, teams and scheduling pages that make up the Team area.
Table of Contents
Everything about your staff sits under Team in the sidebar.
People: your staff list, with a profile for each person.
Roles: sets of permissions you can give to people.
Teams: groups of staff, for filters, reports and defaults.
Visibility: which patients and leads each group can see.
Schedule: shifts and the weekly rota.
Leave, Timesheets and Commission: time off, hours worked and pay.
Which pages you see depends on your own permissions.
Up next
Next, read Find a team member.