When you’re working as part of a team, it’s important that your Rehab Guru account is set up in the best way to allow for smooth collaboration. Below, we’ll cover how appointment types work in teams, along with common questions around adding new team members, sharing clients and setting up diaries with multiple locations.
Adding a New Team Member
When you add a colleague to your team, you will need to ensure that they have their own user profile. Each user licence is billed separately, so you won’t be double-charged if you create a profile for them under your company’s account. Learn how to do this here.
Key Point: The main account belongs to your organisation – not to the individual – so you remain in control of the login details and permissions.
Collaboration Settings: Enabling vs Enforcing
It’s essential to understand the difference between Enabling Collaboration and Enforcing Collaboration:
Enabling Collaboration allows you to share client data with team members selectively. For example, you can choose to share:
Specific clients and their data.
Exercises or template programmes you’ve created.
Enforcing Team Collaboration automatically shares all client data and exercises with all team members. This option ensures that every piece of information and every client is immediately available to the entire team.
Updating collaboration settings
If you plan to enforce sharing, enabling this before you start creating content is strongly recommended.
Sharing Individual Clients with Team Members
By default, clients are private to the user who created them, but you can change the settings to allow team-wide access. Ensure you have Enabled Collaboration for this.
How to Share a Client:
Go to the Clients area.
Select the client you want to share.
Select Edit to change the team permissions.
This way, both you and your colleague can work with the same client without duplicating records.
Managing team permissions on a client profile.
Adding Team Members Availability to Multiple Locations
Before you can collaborate effectively as a team, the following must be in place:
Business Account with Practitioners
Your organisation must have a Rehab Guru Business subscription.
Additional Practitioners need to be added as a team member within the main account.
Ensure you have set up your Business Details by following these steps.
Enforced Collaboration Enabled
Collaboration must be turned on and enforced for your business account. This ensures all users operate under the same team workspace.
Appointment Types for Each Practitioner
Each practitioner in your team must set up their own appointment types and availability for the relevant locations.
Even if you want all clinicians to offer the same type of appointments, they each need to create those types in their account.