HSC – Health

Steps to assign a diary template to an individual HCP to enable scheduling in their diary

Assign an HCP diary template

Steps to grant an HCP or user access to diaries belonging to HCPs in a different team.

Grant cross team diary access

Steps to control when a valid referral is required before an appointment can be booked.

Configure referral requirements

Set up Save and Go navigation options, assign page links, and configure role access

Configure Save and Go

Connor Baeza

AMS Setup & Configuration

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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