1. What is a Heidi team?
Teams are a way for users to collaborate on Heidi by having access to the same templates and easily manage billing across multiple users. This makes it easy for clinics to streamline their use of Heidi.
Heidi Team collaboration features are only available for Together users. You an set up a team on Pro, but this is purely for accounting purposes, to get all the billing into one place.
2. Which Option of Heidi is right for Your Team?
My team wants to collaborate together
For teams that need collaboration tools, our Together plan is the perfect solution. This plan allows team members to work together seamlessly. To get started, visit our Pricing Page and upgrade to the Together plan, which includes a 30-day trial. Once upgraded, you can invite your team members and start collaborating right away.
If your team also requires session sharing—such as having an admin produce secondary documents from a doctor’s initial notes—please contact our support team to enable this feature.
My team wants centralised billing but doesn’t need collaboration tools
If your primary need is centralised billing for Heidi Pro without collaboration features, you can add all team members to your account, the admin's subscription should be Pro.
This will make you the billing admin and allow for a single, consolidated payment. Your team members will still have access to Heidi Pro, but without the need for collaborative functions.
We are a large team, of greater than 10 clinicians who want Together
If you need to discuss how Heidi can work for a large team of greater than 10 clinicians, and admin staff then please submit a form at our Contact Us page and a member of our team will be in touch.
My team members want Heidi Pro, but each of us will pay for our own membership
If your team prefers to manage individual memberships and billing, each team member can sign up for Heidi Pro on their own. You can share your affiliate link with the team, allowing them to sign up independently while still benefiting from the Pro features.
Learn about our affiliate program here - Link to Article
2. How to Create a Team
You'll need to be on the Heidi Pro plan to create a team, and only pro team members can join a team.
Go to 'Settings' in the left hand side menu, and click on the 'Teams' section.
Click the 'Create Team' button and enter a team name.
Then, you can invite members by entering their email addresses, and they will receive an email invitation to join your team. When they accept the invite their payment is added to your account.
Creating a team will make you the Team Admin, and make you in charge of payment for Pro members in the team.
3. How to Join a Team
When you're invited to a team, you will receive an invite link via email.
New users - You will need to sign up for an account using the email you were invited with.
Existing users - Simply log in to your account, and it will be added to the Team.
Note: you can currently only be in one team at a time.
3. What is the Difference Between Admin and Team Members
Admins can:
View all members of the workspace
Add and remove team members
View and edit billing information.
Create, edit and delete team templates
Team members can:
View all members of the workspace
Use team templates
4. How Does Team Billing Work
Team billing streamlines payments for teams by centralising all billing tasks under the admin's control. This means there is a single invoice for the entire team, regardless of the number of members. The team is billed on a regular cycle, either monthly or annually, based on the admin's selection.
FAQs
I am on Pro, can I still join a team?
Yes you can! Accept the invite and you’re on the team. Your subscription will be cancelled and you will join the Admin’s subscription automatically.
I am on Free, can I still join a team?
If you are on Free and accept a team invite, you will automatically be upgraded to Pro and added to your Admin’s payment cycle.
We have multiple users at a clinic, some free and some paid can we all join a team?
When you invite a Free user in to you team and the accept, they will automatically be upgraded to Pro and added you Admin’s payment cycle.
Do I get a discount for adding multiple team members?
We will introduce clinic discounts soon!
Where can I find my billing information?
Go to 'Settings' in the right hand side menu, and click on the 'Teams' section. Top right corner you’ll find ‘Manage billing’, open this and you’ll find the billing information. Only admin can see and manage the billing.
The link I got doesn’t work, what do I do?
The link you’ll receive is only valid for 30 days. If the link has expired, please ask you Admin to resend a link to you.
I am an existing user, and received an invite email, how do I join the team?
Accept the invite from your email, link you’re existing account and you’re in! If you are a Pro user, you’re subscription will be stopped and added to you Admins, if you are a new user you will be automatically added to the team as a Pro user.