Settings → Staff is where you build your team in EazyClinic — inviting people, giving them the right level of access, and setting when your consultants are available to see patients. (Staff used to have its own sidebar item; it now lives in Settings, under Clinic Organization.)
The Owner manages the team. Consultants can open the staff list and staff profiles to see who's on the team, but can't invite, remove, or edit anyone. Staff members don't see this section.
Roles
EazyClinic has three roles (see also Getting Started):
- Owner — the person who created the account, with full access. There's no need to invite the owner.
- Consultant — a doctor or practitioner who runs consultations and can be booked for appointments.
- Staff — front-desk and reception team who manage patients, the queue, appointments, and billing.
Inviting a team member
- Go to Settings → Staff.
- Click + Add New Staff.
- Enter the person's email address.
- Choose their role — Consultant or Staff.
- Send the invite.
The person receives an email invitation. When they accept, they set their own password and join your clinic with the role you chose.
If someone leaves, open their staff profile and click Remove from clinic and confirm (the Owner can't be removed).
Staff profiles
Settings → Staff shows your team as cards, each with the person's role. Search by name to find someone, and click a card to open their profile, which shows:
- About and Contact — their bio and contact details.
- Qualifications — a consultant's specialty and credentials.
- Registrations — a consultant's professional registrations (regulatory body, registration number, and APC/licence number and expiry), with the primary one marked.
- Availability — the consultant's working hours for appointments.
Each person maintains their own details, specialty, credentials, and registrations in Settings → Personal Profile — see Settings. The consultant's specialty, credentials, and primary registration can be printed on documents through the consultant template variables, and their bio can appear on your public clinic page.
Consultant availability
A consultant's availability is the working hours that generate their bookable appointment slots — this is the most important thing to set up for appointments. When reception books using Available slot, the open times they can pick come straight from these windows. If a consultant has no availability, there are no slots to book against (reception can still fall back to a custom time — see the Appointments guide).
Each availability window is divided into bookable slots of a length you choose, the slot duration. For example, a 9:00 am–12:00 pm window with a 30-minute slot duration creates six slots: 9:00, 9:30, 10:00, and so on.
There are two places to set it:
- Consultants set their own in Settings → My Availability.
- The Owner can set any consultant's availability from that consultant's staff profile (Settings → Staff → the consultant).
Click Add Availability to add a window. Give it a title (for example, "Morning Shift"), then choose one of two types.
Recurring availability
Use this for a regular weekly schedule that repeats. You set:
- Days of week — one or more days the schedule applies to.
- Start time and end time — the working hours on those days.
- Effective from — the date the schedule starts.
- Effective until — the date it stops. This is optional, and a recurring window can run up to 3 months from the start date; when it ends, add a new window to continue.
- Slot duration — how long each bookable slot is.
Example: a GP works every Monday, Wednesday, and Friday, 9:00 am–1:00 pm, effective from 1 August, with 20-minute slots. Reception can then book those slots on any of those days for the next three months.
One-off availability
Use this for a single date that isn't part of the regular pattern — an extra clinic day, a weekend session, or covering for a colleague. You set:
- Date — the specific day.
- Time range — the start and end time on that day.
- Slot duration.
Example: a specialist doesn't normally work Saturdays but opens a one-off session on Saturday 16 August, 10:00 am–2:00 pm with 30-minute slots. Those slots appear only for that date.
Keeping availability current
- Edit or remove any window at any time, from My Availability or the consultant's staff profile.
- Removing or shortening a window takes away the slots it created (already-booked appointments aren't deleted, but the remaining free slots disappear).
- Cancelled and No Show appointments automatically free their slot so it can be re-booked.
Once availability is in place, it flows straight into booking — see the Appointments guide.
Related guides
- Getting Started — what each role can do.
- Appointments — how availability drives bookable slots.
- Settings — clinic-wide configuration.