A Practice allows you to group multiple practitioners under a single umbrella so they can share data with one another. This is ideal for clinics, schools, or multi-practitioner environments where formulas, patients, and activity need to be visible within a defined group.
Practices make it possible for practitioners within the same clinic or organization to collaborate while remaining separate from other practices in the system.
From the Practices tab, you can:
View all practices you own or belong to
See how many members are in each practice
Edit a practice you own
Manage members
Create a new practice using Add Practice
To create a practice:
Click Add Practice
Enter a Practice Name
Click Save Practice
Practices can only include new practitioners.
Existing practitioners who already have accounts in the system cannot be added to a practice. When building a practice:
You may invite or create new practitioner accounts under that practice
You cannot attach practitioners who already exist outside of the practice
This ensures clear ownership, permissions, and data boundaries between independent accounts.
If you are planning to work as part of a group, it is important to create the practice before registering additional practitioners, so they can be added correctly from the start.
The Sales Report tab allows you to:
Filter by practitioner
Select date ranges
Filter by order status
View financial activity across the practice
This provides visibility into performance and order activity across all practitioners within the same practice.