Add a reception role when adding team members. Reception users do not consume a paid seat, have no access to Creator or treatment notes, but can view Dashboard and Diary, view the client section (without treatment notes), create/cancel and reschedule appointments (Update arrival status), and perform billing/invoicing.
When adding a team member, we need to support selecting a role (e.g. practitioner vs reception; future: sports therapist, etc.). Roles determine permissions and whether the user consumes a paid seat.
Reception role (current scope):
No paid seat — does not count toward subscription seats.
Can view: Dashboard, Diary, Clients section.
Cannot view: Treatment notes; Creator; cannot send programs.
Can do: View Dashboard and Diary, view the client section (without treatment notes), create/cancel and reschedule appointments (Update arrival status); raise invoices and perform billing.
So ‘receptionist’ is a RehabGuru user with limited, reception-specific permissions and no seat cost.
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In Review
💡 Feature Request
17 days ago

Cloudia Rose Barr
Get notified by email when there are changes.
In Review
💡 Feature Request
17 days ago

Cloudia Rose Barr
Get notified by email when there are changes.