Add your front desk and associates

Screens shown with a fictional demo practice and AI-generated model photos.

1. 1

   Step 1: Open Your team

   In Settings, scroll to Your team. It lists everyone who can sign in to your practice and any pending invites.

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   Step 2: Invite a teammate by email

   The seats used count at the top includes you. Type their address in Add a teammate by email, pick a Role (Front desk or Admin) and click Add.

   They get an email and sign in with that exact address. There is no password to set.

   smyly.ai/settings#team

   Enlarge 1 Callout 1: seats used 2 Callout 2: Add a teammate by email 3 Callout 3: Role 4 Callout 4: Add

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   Step 3: Resend or revoke an invite

   A pending invite shows who it went to, the role and when it expires (30 days). Click Resend if the email went astray, or Revoke, then confirm, to cancel it.

   A pending invite holds a seat. When every seat is taken, the form is replaced by All 3 seats are in use; remove someone or email [email protected] about more seats.

   smyly.ai/settings#team

   Enlarge 1 Callout 1: Resend 2 Callout 2: Revoke 3 Callout 3: All 3 seats are in use

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   Step 4: Change a role or remove someone

   The owner can switch a teammate between Front desk and Admin with the menu beside their name. Remove asks “Remove?” to confirm. Admins manage Front desk teammates only, and ownership moves through Smyly (email [email protected]).

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   Step 5: Know what each role can do

   Front desk teammates use the dashboard, the inquiry list, share codes and the Marketing Hub. Settings, branding, billing and the team are for the owner and admins: a front desk teammate who opens Settings sees that they are managed by your practice owner or an admin.

   smyly.ai/settings

   Enlarge 1 Callout 1: managed by your practice owner

Something here doesn’t match what you see? Email [email protected] and we’ll fix the guide.