Sharing Resources with Team Members

With our Team Plan, you can share services, forms, and other resources with team members to incorporate into their workflow. For example, you can share your "Discovery Call" service which team members can offer to clients, or share a template for team members to create session notes for their own appointments.

The following resources can be shared with other team members:

• Services
• Packages
• Coupons
• Forms
• Disclaimers
• Note Templates
• Protocol Templates
• Module Templates
• Task Templates
• Lifestyle Recommendation Templates
• Insurance Codes
• Snippets
• Supplements

Team members have read-only access to shared resources unless granted permission to modify resources in your account.

With shared resources, any changes made will be applied to all team members the resource is shared with. For example, if you delete a resource that has been shared with all team members, this will then delete the resource for them as well.

Enabling Team Sharing

Team sharing can be enabled by clicking the More options menu (3 dots) next to the resource. Select Manage sharing from the options provided.  For example, to share a form, go to your My Practice > Forms & Waivers page, then click the 3 dots next to a form and select Manage sharing:

1) In the team sharing popup, select the desired access mode from the Share with... picklist:

The following sharing options are available:

• Private
• All team members
• Specific team members
• Specific roles - resource will be shared with team members who belong to specific roles

2) Save changes

Resources you've shared can be identified by the Shared tag as illustrated below:

Resources shared with you (from other team members) will display the owner of the resource:

Sharing Coupons

You can share coupons with other team members to use with their own products. Go to your Billing & Payments > Coupons section and follow the Enabling Team Sharing instructions above.

If your team member already has a coupon with the same code, their coupon will be applied to the product being purchased. Ensure your team member has deleted their coupon if you want the discount from the shared version to apply to your clients' purchases.