Least PrivilegeRole-Based Permissions
Control who can view clinical records, manage finances, edit services, or run marketing. Staff see only what their role requires, so front desk, practitioners, and owners each work in the right scope.
Secure access for every role in your clinic
Assign permissions by role, require multi-factor authentication for sensitive accounts, review audit logs when questions arise, and onboard new clinics with a guided setup wizard.
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Shared Logins and Unclear Access Do Not Scale
When everyone uses one account, or permissions are vague, clinical data, finances, and client records become harder to govern. You need clear roles, stronger sign-in for privileged users, and a trail that shows who changed what.
Frequently asked questions
Still have questions? Contact our team.
Can I limit who sees financial reports?
Yes. Finance and reporting permissions are separate from day-to-day booking access, so only the roles you choose can view revenue data or run exports.
Is MFA required for every staff member?
You control which roles require MFA. Many clinics enforce it for owners and finance while keeping simpler sign-in for front-desk-only accounts.
What appears in audit logs?
Sensitive record access, permission changes, and export activity can be logged so you have a clear timeline when oversight or dispute resolution is needed.
Run Your Clinic on a Platform You Can Trust
Give every team member the right access, protect privileged accounts with MFA, and onboard new clinics with confidence from the first login.
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Explore more features
Other tools that work alongside platform security & access.
Marketing Campaigns
Win back quiet clients with rule-based email & SMS that respects consent, caps, & cooldowns.
Loyalty, Referrals & Gifts
Reward returning clients with points and tiers, run referral credits at checkout, and sell branded gift cards that spend like cash.
Clinic Insights & Reporting
Clinic insights, financial reports, and CSV exports without stitching together five different spreadsheets.