Team, roles and seats

Settings → Team is where a growing practice gets everyone set up with the right level of access — so colleagues can start booking sessions and writing notes straight away, without ever seeing the practice’s billing.

Roles

Role	What they can do
Owner	Full control, including billing, team management and account deletion.
Manager	A clinical practitioner who can also invite and remove team members and edit practice settings.
Practitioner	Qualified therapist — assigned to appointments and authors clinical notes.
Administrator	Non-clinical support — handles scheduling and invoicing, but can’t author clinical notes or be assigned as a therapist. Doesn’t use a practitioner seat.

Inviting and managing members

Choose Invite member, enter their email and pick a role — you can’t invite someone directly as owner. You can:

• Change a member’s role at any time.
• Resend or cancel a pending invitation.
• Remove a member, ending their access immediately. Only an owner can remove a manager or another owner.

Removing someone with active work

If the person you’re removing is a practitioner, manager or owner with active clients, Practicos won’t just drop their work — it opens a reassign screen showing how many clients and future appointments are affected, so you can hand them to another practitioner (and choose whether to carry over the future appointments too) before the removal goes ahead.

Caution

Removing a manager or owner requires being an owner yourself, and you can’t remove yourself from the team — transfer ownership first (see below).

Registration at a glance

For clinical roles, the team list shows each person’s HCPC number and renewal status, with a flag if a renewal is due soon or has lapsed, or if a number hasn’t been added yet — so gaps in professional registration don’t go unnoticed across a growing team.

Transferring ownership

An owner can hand over the practice to another team member: pick the new owner from the list, confirm, and they become the owner while you drop to administrator access.

Caution

Transferring ownership can’t be undone from this screen — you’ll lose access to billing and ownership controls immediately. It’s only available once there’s at least one other team member.

Seats and billing

On the Growing Practice plan, each practitioner or manager uses a paid seat (administrators are free). Inviting a practitioner, or changing someone from administrator to a clinical role, shows the cost or proration before you confirm — and removing a practitioner shows the credit you’ll get back. Solo practices see a team plan comparison here instead, with pricing and what each plan unlocks.

See Your Practicos subscription for plan and seat pricing, and Managing your team’s availability for setting each member’s working hours.