πŸ‘₯ Feature Β· Team management

Team and staff management, built in

Invite your team, give each person the right level of access, and assign every appointment to the staff member who owns it β€” all from one shared calendar.

As soon as a practice grows past one person, the calendar gets complicated. Who is seeing which client? Which staff member owns this booking? PracticeOak keeps a single shared calendar for your whole practice while giving every team member their own login and the right permissions β€” so nothing collides and everyone sees exactly what they need.

Invite associate doctors, consultants, therapists, or front-desk staff as admins or members. Admins manage the workspace; members handle day-to-day bookings. Every appointment can be assigned to a specific staff member, so availability, workload, and history stay clear at a glance.

Staff seats are included on the paid plans: Starter comes with 1 seat, Pro with 3, and Business with 10 β€” enough to run everything from a solo practice to a busy multi-practitioner clinic.

What team management gives you

  • Role-based access

    Invite people as admins or members so everyone gets exactly the permissions they need β€” nothing more.

  • Assigned appointments

    Every booking can be tied to a specific staff member, keeping ownership, availability, and workload clear.

  • One shared calendar

    Your whole team works from a single source of truth, so double-bookings and confusion disappear.

  • Scales with your practice

    Add seats as you grow β€” 1 on Starter, 3 on Pro, and 10 on Business β€” without changing how you work.

How it works

01

Invite your team

Send an email invite and choose whether each person joins as an admin or a member.

02

Set their access

Roles decide what each member can manage, so your workspace stays organised and secure.

03

Assign appointments

Route each booking to the right staff member and manage the whole practice from one calendar.

Questions, answered

Staff seats depend on your plan: Starter includes 1, Pro includes 3, and Business includes 10. The Free plan is designed for a single owner.

Admins have full management rights over the workspace, while members handle day-to-day bookings with a more limited set of permissions. You choose the role when you send each invite.

Yes. Each appointment can be assigned to a particular staff member, so their availability and history stay accurate and clients see the right person.

Yes. Access is scoped to your practice with row-level security, so each workspace only ever sees its own clients and appointments.

Run your whole team from one calendar

Free forever plan. No credit card required.

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