Practitioners
Maintain the list of clinicians appointments are booked with.
By the end of this page your clinician list will match reality, with departed practitioners marked inactive rather than deleted.
What practitioners are
Practitioners are the clinicians appointments are booked with — dentists, hygienists, therapists. The list drives the practitioner picker when booking, the Practitioner filter in reports, and the Practitioner performance report.
A practitioner is not the same as a team member: they don't need a SmileLine login, and a team member who never treats patients doesn't need to be a practitioner. Logins and roles are managed separately under Settings → Team members.
Manage the list under Settings → Practitioners.
Only owners and admins can change practitioners. Members see the list read-only.
Add a practitioner
Go to Settings → Practitioners and click New practitioner.
Type the Name as it should appear when booking — e.g. "Dr Sarah Whitfield" — and confirm.
Rename a practitioner
Click the name (or the pencil icon that appears on hover), edit, and press Enter. The new name shows on existing appointments too.
Deactivate and restore
When a clinician leaves, archive them: click the archive icon on their row. They disappear from booking pickers, while past appointments and reports keep their history.
To bring someone back, switch the toggle above the list to Archived and click the restore icon on their row.
Unlike the other settings lists, practitioners have no manual ordering — the list always sorts alphabetically, so there's no drag handle.