Allowing a reception/managerial account for a team

Summary

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.

Description

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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Upvoters
Status

In Review

Board

💡 Feature Request

Date

17 days ago

Author

Cloudia Rose Barr

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