Creating new team member given all services by default

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Misty Gibson

• October 11, 2022 18:56

Hi, I run a group practice with over 50 services ranging in service and price.  I also have multiple interns, which only use 3-4 different services.  The issue that I'm running into is that every time I add a new intern (or therapist), those team members have every single service available to them by default.  Instead of being able to go into their team member page and selecting which services they can use, I have to manually go through the services tab, uncheck their name, and save the service, which throws me into a random part of the page once it saves and makes me have to find my place again.  What should take less then a minute to do takes a considerable amount of time because there's not (from what I've seen), an efficient way of doing this.

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  Sara

  • October 12, 2022 17:35

  Hi Misty,

  For the services functionality, I recommend voting on this idea on our Ideas and Suggestions Board: https://feedback.simplepractice.com/ In regards to the issue where your page is taking you to the incorrect location, I recommend creating a Help Request so that our Customer Success team can investigate that.

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