Invite many practitioners at once
Open Import in your organization menu, upload a CSV with each person's email, first name, last name and role, and check the preview. Select Confirm & send to invite everyone who's Ready.
- Get the template
Open Import in your organization menu. Under Start from a template, download the CSV template. Columns are email, first_name, last_name and role, where role is practitioner, manager or billing_manager.
- Upload and check
Drop your file in, or click to browse. The Row preview marks each row Ready, or explains the problem, such as Missing email, Invalid email or Duplicate in file.
- Send
Select Confirm & send. Each row then shows Sent or Failed. Select View roster & invites to follow up, or Import another file.
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