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Onboarding a New Team Member - For Prescribers and Clinics

Add prescribers, clinic managers, and other staff to your clinic account by email invitation.

Before you start

Any existing user on your clinic account can invite a new team member. You only need the new team member's email address to send an invitation.

🗒️ Note: Each team member gets their own individual login, even though they all belong to the same clinic account.

Send the invitation

  1. Select Settings in the left-hand menu, then select the Clinic tab.

  2. Scroll down to the Users section and select + Invite User.

  3. Enter the team member's email address in the Email address field.

  4. Select Submit to send the invitation.

🗒️ Note: The invitation link expires after 24 hours. If it expires before your team member signs up, send a new invitation from the same Users section.

Your team member creates their account

  1. Your team member opens the invitation email from Healistic and selects Create Your Account.

  2. On the sign-up form, they select an Account type: Prescriber if they are authorised to issue prescriptions in the UK, or Assistant for clinic managers, practice administrators, and other non-prescribing staff.

  3. They complete their details and select Sign up to create their account.

🗒️ Note: Only prescribing clinicians complete identity verification, since it activates prescribing permissions. See Identity Verification – What We Check and Why for the full process.

What happens next

Your new team member appears in the Users list on the Clinic settings page, along with their account type and verification status.

  • Prescriber accounts show as Verified once identity verification is approved by the Healistic team.

  • Each team member signs in with their own email address and password, even though they share one clinic account.

Getting help

Contact the Healistic team directly or use the chat or contact form on the website.

  • Phone: +44 20 3695 6288

  • Chat: available on the Healistic website

  • Contact form: healistic.net/contact-us

The team is available Monday to Friday 09:00–19:00 and Saturday 09:00–17:00.

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