If you're a clinic owner, you can invite your team members to join your Arlo clinic. Once they join, they'll have access to shared templates and can start generating notes straight away.
Inviting a team member:
Go to the Clinic page from the sidebar
Enter your team member's email address in the Staff Email field
Click Invite Staff
If your plan needs to be updated to accommodate a new seat, you'll see a confirmation prompt — review the changes and confirm to continue
Your team member will receive an email with an activation link — the link expires in 24 hours
What your team member needs to do:
Open the activation email and click the link
Enter their first name, last name, profession, and set a password
They'll be taken straight into Arlo and can start using it immediately
Managing your team:
From the Clinic page you can:
Change a team member's role between Practitioner and Admin
Remove a team member by clicking Remove next to their name
Roles explained:
Owner — full access; can invite and remove staff, change roles, and share templates with the clinic
Admin — can share templates with the clinic; cannot invite or remove staff
Practitioner — standard access to their own notes and templates
Sharing templates with your team:
Once you've set up your appointment type template mappings, you can push them to everyone in your clinic. Go to Settings → Appointments by Type and click Share with team. This is available to owners and admins only.
Plan limits:
The number of team members you can add depends on your plan — Launch (2 users, charged per user), Grow (5 users, charged per team), Scale (10 users, charged per team), including yourself as the owner.