Providers

Providers are the clinicians, hygienists, and specialists who appear as bookable options on your scheduling widget. This page lets you manage their profiles, assign operatories, and control their visibility to patients.

Provider List

The main table shows all providers in your system:

Column	Description
Display Name	The name patients see on the widget (e.g., "Dr. Kate" or "Gina RDH")
ID	Unique system identifier
Provider	Full legal name
Role	Dentist, Hygienist, Specialist, etc.
Operatories	Number of assigned treatment rooms (e.g., "8 Selected")
Edit	Opens the provider detail form

Adding a New Provider

Click Add Provider to open the creation form. Fields marked with * are required.

Provider Details

Display Name* — Patient-facing name on the widget
First Name* and Last Name* — Used in internal records and templates
Email* — Receives booking and cancellation notifications
Phone Number — Optional contact number
Role* — Select from Dentist, Hygienist, Specialist, etc.
Operatories* — Assign the treatment rooms this provider works in
Color — Pick a color for calendar visualization
Provider Image — Upload a headshot for the booking widget

✅ Tip: Use short, friendly display names. "Dr. Amy" works better on mobile than "Dr. Amelia Richardson-Cho."

Editing a Provider

Click the Edit icon on any row to update a provider's details. All fields from the creation form are editable.

Use the Active toggle to temporarily hide a provider from the scheduling widget without deleting their data. This is useful for:

Leaves of absence
Schedule changes
Providers who no longer take new patients

Operatory Assignments

Operatories link providers to physical treatment rooms. When a patient books, the system only offers time slots where both the provider and an assigned operatory are available.

Key rules:

A provider can be assigned to multiple operatories
An operatory can be shared by multiple providers
Changes here immediately affect availability in Reasons for Visit

⚠️ Keep operatory assignments current. Outdated assignments cause scheduling conflicts and double-bookings.

Reasons for Visit — Link providers to specific appointment types
Settings — Control whether patients see provider selection during booking
Templates — Provider names auto-populate in messages via {{provider_name}}