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Adding Additional Users and Practitioners

Giving more people access to your Reserve It administration dashboard is simple.

1. Select Settings

2. Select "People" in the submenu

3. Add Additional People

  • In the People tab, you'll see your own user profile, including your name, email address, and phone number. To add additional team members, click on the "Add Person" button.

4. Send Invite

  • Enter the email address and phone number of the person you'd like to add to your company
  • This could be another practitioner or administrative staff. Specify their phone number and role within the company.
  • Assign a role to the user based on their responsibilities. For example, you can designate them as an administrator, granting full functionality within ReserveIt, including the ability to add people, view reports, and manage patients. Alternatively, you can add them as a user, limiting their access to viewing client information and statement of accounts only.
  • Click on "Invite Person"
  • ReserveIt will send a confirmation email to the invite person

5. Confirmation Process

  • The staff member will receive the confirmation email in their inbox. They should open the email and click on the confirmation link provided.

6. Activate Account

  • Clicking on the confirmation link will activate their account and grant them their assigned functionality within ReserveIt.