What each role is for
- Owners and administrators manage the whole clinic, staff, settings, and reports.
- Reception handles patients, bookings, appointments, messages, payments, and debts.
- Doctors see their care work, patient history, visit records, and messages.
- Accountants work with payments, debts, refunds, and financial reports.
- Stock, marketing, and review roles have narrower access for their own duties.
If a page is missing
- Check the role shown beside your name.
- Ask an owner or administrator whether the task belongs to your role.
- If access should be changed, the owner updates the staff record instead of sharing an account.
When someone leaves
- An owner or administrator opens Settings → Staff.
- Change the person's access status promptly.
- Review open appointments, follow-ups, and responsibilities that need reassignment.