Team Overview
How Team Management Works
In Office Priority mode, the “Our Team” tab shows practitioners who are available for online booking. You control:
- Which practitioners appear
- The order they’re displayed
- Their profile photos (override option)
- Whether their social media links show
Team Display
What Patients See
The “Our Team” tab displays:
- Practitioner photo (or placeholder)
- Full name with credentials
- Bio (truncated with “Read More”)
- Credential badges
Practitioner Cards
Each practitioner card includes:
- Profile photo (yours or override)
- Name with title and suffix
- Credential pills using secondary color
- “Read More” link for full bio
Inclusion-Based System
Online Booking uses an inclusion list for practitioners:
| Approach | Meaning |
|---|---|
| Inclusion-based | Only practitioners you add appear |
| Empty by default | No practitioners until you add them |
| Explicit control | You decide exactly who’s visible |
This ensures you consciously choose which practitioners accept online bookings.
Key Team Management Tasks
| Task | Description | Link |
|---|---|---|
| Adding practitioners | Enable practitioners for booking | Adding Practitioners |
| Profile editing | Update bio, credentials | Practitioner Profiles |
| Photo management | Custom images per practitioner | Practitioner Images |
| Reordering | Arrange team display order | Reordering Team |
Team vs. Services Relationship
Practitioners and services are connected:
Service Visibility
A service only shows if:
- The service is enabled on the booking page
- At least one practitioner offering it is also enabled
- The practitioner has availability
Practitioner Without Services
If you enable a practitioner who has no enabled services:
-
They appear in the team list
-
But no services show for them
-
Patients can see them but can’t book
Enable both practitioners AND their services for a complete booking experience.
Office Priority vs. Practitioner Priority
Office Priority Mode (This Section)
- “Our Team” tab shows clinic practitioners
- Office administrator controls the list
- Multiple practitioners can be shown
- Patients choose who to book with
Practitioner Priority Mode
- No team management needed
- Page shows only that practitioner
- “My Locations” replaces team tab
- Practitioner controls their own page
Team Settings
Additional team-related settings:
| Setting | Location | Effect |
|---|---|---|
| Practitioner Social Media | Settings dropdown | Show/hide social icons on practitioner cards |
| Profile Photos | Settings dropdown | Control photo visibility |
Common Scenarios
New Practitioner Joining
When a new practitioner joins your practice:
- Set them up in OutSmart (main app)
- Configure their calendar and services
- Add them to online booking via the Team tab
- Upload/approve their photo
- Verify their services are enabled
Practitioner Leaving
When a practitioner leaves:
- Remove them from the booking page
- Their past appointments remain unchanged
- They no longer appear for new bookings
- Consider updating service assignments
Temporary Absence
For vacation or leave:
- You can remove and re-add practitioners
- Or adjust their calendar availability in OutSmart
- No availability = no bookable slots shown
Best Practices
Complete Profiles
Encourage practitioners to have:
- Professional headshot photo
- Complete bio with credentials
- Accurate title and suffix
- Working calendar with availability
Consistent Presentation
For a cohesive look:
- Use similar photo styles (lighting, background)
- Write bios in consistent format
- Display credentials consistently
Regular Review
Periodically check:
- All active practitioners are enabled
- Inactive practitioners are removed
- Photos and bios are current
- Services are correctly assigned
Next Steps
- Adding Practitioners - Enable practitioners for booking
- Practitioner Profiles - Edit practitioner information