How to Invite Staff Members

Bring your team onto MyDentalPractice by sending email invitations. New members create their accounts through the invitation link.

Go to Settings → Team Members

Click + Invite Member

Enter the details:

- Email Address — The new member's email

- Full Name — Their display name

- Role — Select the appropriate role (see User Management for role details)

- Welcome Message — Optional personal message included in the invitation email

Click Send Invitation

The invitee receives an email containing:

Your clinic name and logo

Your personal welcome message (if provided)

A Join Clinic button linking to the registration page

The invitation expires after 7 days

When the invitee clicks the link:

They create a password for their account

They complete their personal profile (name, phone)

They are guided through a brief orientation of the platform

They land on the dashboard with their role-appropriate view

View pending invitations at Settings → Team Members → Pending:

See who has not yet accepted

Resend — Send the invitation email again

Revoke — Cancel the invitation before it is accepted

If you have reached your plan limit, you will need to upgrade or remove an existing member before inviting new ones.

Send invitations during business hours so new members see them promptly

Include a welcome message with context about their role

Prepare their schedule and permissions before they join

Schedule a brief onboarding session to walk through the platform

For role configuration, see User Management. For scheduling new staff, see How to Manage Staff Schedules.