Users are added to your site for a variety of different reasons:
- They are an admin staff member who needs to help manage the site
- They are a healthcare practitioner who needs to take appointments
- They are a client/patient who has booked an online appointment
- They are a client/patient who you would like to keep updated about your business
Please make sure you are signed in as a manager.
Go to the manager dashboard and scroll down to 'User Management'
If you are going to use the site to distribute content to different groups of people, it is a good idea to add the groups first via the Group button.
Examples might be: staff, young mothers, over 60s ect.
Adding new users
Click Add/Invite Users
You can either add users one by one (useful if adding a staff member).
Or you can bulk add by copying and pasting from a CSV file.
When you bulk upload you can choose if all of those people you are adding get added into a certain group.
Your users will then receive an email where they will need to accept the invitation and create an account. They can then use this same account to login and book appointments with your organisation.
Alternatively, send your users an email with a link to your site and ask them to download the HotHealth app and create an account. They can then search for your organisation and add it to their app.
Once you had added a user. You can edit their level of access by going to users, clicking on their profile and clicking edit. You can then tick if they are a manager (can update everything in the app), an assistant manager, or appointment manager (can see and edit appointments).
Adding people to groups
Once you had added a user. You can add or remove them from groups by going to users, clicking on their profile and clicking edit. You can then edit their groups. Click Save.