How to Set Up Your Practice Team in Salutant
Updated 25 October 2026
Summary
Your clinicians don't need a Salutant login. Add each one on the Team page (Practice › Team), choose whether your receptionist books for them or only answers questions and takes messages, and say where their booking emails go. Front desk staff can have their own logins. See the Team topic.
Step 1: Add a clinician
- Open Practice › Team
- Click Add clinician
- Add their name, title and the details callers ask about
- Click Add clinician to save
If you connected practice software, clinicians can come from it, and the Team page shows where each one is from. Only the practice owner can change clinicians' details.
Step 2: Choose what your receptionist does for them
- Book appointments uses a seat. Without practice software, set their hours under Availability.
- Questions and messages only is free. Callers can ask about them and leave a message, and your receptionist never checks or offers their times.
For a clinician it books for, choose Approve first or Straight in for their bookings. What is a seat?
Step 3: Set their booking emails
Type an address under Booking emails go to. Left empty, their emails go to the clinician's own email. Your practice email is always copied in.
Step 4: Let them keep their own profile
Open their profile and click Send link. They get a secure link to update their own details, and you approve what comes back. The link only goes to the email on their profile.
Step 5: Add front desk logins
Front desk staff can have their own logins to handle calls, messages and bookings, invited from the Team page. They never see clinical notes, settings or billing.
For questions, contact us.