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 is a new feature, and will for now only be for Pro users. We will soon introduce the possibility to add Free users, the ability for a user to be in more than one team and unique team link to be shared with your 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.

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.

Admins can:

Team members can:

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.