How to Add a Member to Your Clinic

Adding a new team member to VetNotes gives them access to your clinic’s settings and integrations, and any templates you share with them. Each person’s recordings and notes stay in their own account.

Who Can Add Members?

Only clinic admins have permission to invite or add users. If you are not an admin and need a user to be added, please contact your clinic’s admin.

Admin access can be managed in the Role column under Settings → Team & clinics.

Steps:

1. Log in to VetNotes and go to Account → Settings.
2. Select Team & clinics.
3. Click Invite to clinic.
4. Enter the new user’s email address. To invite several people at once, separate the addresses with commas.
5. Click Send invites.
6. Ask the member to set up their account within 7 days. Invitations expire after 7 days.
   1. To send the email again, go to Settings → Team & clinics. Pending invites are listed next to Invite to clinic. Click the email address of any pending invite (once) to resend the invitation email.
   2. If the invitation has expired, it’s no longer listed. Click Invite to clinic and invite them again.
   3. If they do not see the email. Ask the recipient to check their spam or junk folder and check if the email address was entered correctly.

What this does

• The user will access your clinic’s VetNotes account, including your clinic’s appointments, settings, integrations, and any templates shared with them.
• Clinic-level compliance settings and memory