This guide covers how a clinic admin invites counselors and other admins, and reviews a counselor's profile before turning on their bookings.
1. Inviting counselors and admins
From Team, Invite someone opens a short form for their email and a role, Counselor or Clinic admin. The Invite a counselor quick action on Home is the same form with the role already set. They get an email with a join link, good for 14 days; if it lapses, Resend sends a fresh one from the same row.
Counselors take sessions. Admins can also manage the clinic and its people. Someone already at another clinic can't be invited to yours, since one counselor belongs to one clinic at a time. An independent counselor must use a separate email address to join a clinic, even if their former solo membership has been removed.
Your plan sets how many counselors your clinic can hold. Team covers 5, Practice covers 15 and Network covers as many as you need. Counted are the counselors who can be booked, plus any invitation still waiting to be accepted; an admin who does not see clients is not counted, and an invitation that lapses gives its seat back. Team shows how many you have used once you are near the number, and an invitation over it is not sent, so you can free a seat by removing someone or move to a bigger plan from Clinic settings, Your plan.
2. Reviewing a counselor's profile
When a counselor at your clinic finishes their own onboarding and submits it, every other active admin is told three ways at once: email, the bell, and a push notification, so nobody has to think to check. The person who just submitted doesn't get their own notification. The email says "{name}'s profile is ready to review"; the bell reads "Counselor profile submitted."
On Team, their row carries a Ready to review chip. Open their record to review the public profile and at least one relevant degree or diploma with its current proof. An admin can review only counselors at their own clinic.
Verify the qualification when its details and proof are ready. Verification locks that qualification and its current evidence. Then use Bookable from Team when your clinic is ready to accept bookings for the counselor.
Not ready yet? Send back with a note opens a short form for what needs another look. Sending it emails and notifies the counselor with your note. Nothing about their profile locks or resets: they keep editing, and you review again from Team whenever you're ready.
For the console overview and how admins sign in, see the clinic console guide. For marking desk payments paid, see the clinic payments guide. For what a counselor sees while their profile is under your review, and how a clinic counselor's setup differs from a solo counselor's, see the counselor onboarding guide.