Therabyte Support

Questions answered in this article:

• What does it mean to create a “team” in Therabyte?

• How do I create “teams” for my clinic?

View the instructional video(s) on this topic below:

• How to create a team within my clinic

Related articles:

• Manager role
  

• Manage the list of disciplines

• Notes settings

• Team Clinic Settings - Access to Scheduler and Notes

Creating teams allows you to do the following:

• Navigate and easily narrow down the Teams calendar view, 

• Allows only the members of that particular team to view their Team calendar, clients, and notes.

• Owner or office admin can adjust the setting the visibility rules for the calendar and notes within a “Team”. 

1. Go to the Teams page by clicking the Teams tab in the Management menu at the top left corner.

2. Select the Teams Tab in the Teams page.

3. To create a team, click the New Team button in the top left corner. 

Here’s a sample group of users you can group into Teams

4. To add a Manager to the team, select the + white button and choose a practitioner assigned to it on the dropdown list.

5. To add members to the team, select the + blue button and choose 2 or more practitioners assigned to it on the dropdown list.

6. To rename, duplicate, or archive a team, select the 3 Vertical Dots button beside the Team name and choose an option.