If you run a therapy center or work with other therapists, SafeTalk makes it easy to manage everyone in one place. Here’s how the Teams setup works and how you can manage your members.
Getting Started
During the sign up, choose(or make sure you have chosen) Teams / Organization on the signup page.
If you have already signed up, to confirm this, make sure you see the Organization button on your sidebar menu. If it is there so far everything is good
The person who creates the account automatically becomes the Admin. The admin has full access to everything and is also a therapist account. So you can manage your own clients and sessions while still seeing the full overview of your team.
Inviting Team Members
To invite your team:
- Go to Organization → Members
- Copy the invite link
- Share it with your teammates
Once they sign up using that link, they’ll automatically be added to your organization.
Managing Access and Permissions
By default, every team member can:
- Manage their own bookings and clients
- Access their personal calendar
- Handle their own therapy sessions
If you want to give them more access, click Edit Access next to their name.
You can allow them to:
- Manage services, rooms, and payment channels
- Manage subscriptions
- Reassign clients
- View or manage clients across the organization
This helps you decide who can do what while keeping each therapist focused on their own work.
Suspending or Removing Members
Sometimes you may need to pause or remove a therapist’s access. Here’s what each option does:
Suspend:
This temporarily disables the therapist’s account. They won’t be able to log in, but all their data stays in the system.
Use this when a therapist is on holiday, taking a break, or if you just want to pause their access without removing them completely.
👉 Note: Suspended accounts still count as an active seat and will continue to be billed.
Remove:
This completely removes the therapist from your organization. Once removed, they are no longer part of your team.
When you remove someone, SafeTalk will ask whether to keep their data under the organization or transfer it to the therapist’s own account.
👉 Note: Removed accounts no longer count toward your seat limit and will not be charged.
Team Features
SafeTalk also includes tools that help your team work better together, like shared notes and performance tracking.
You can check out the full list of collaboration tools on the Features page.
Important Notes About Team Billing and Admin Access
Admin seat:
The admin seat counts as one billed seat. However, the admin account can also be used as a therapist account, you don’t need a separate seat for that. This works perfectly for small and medium-sized practices where the founder or manager is also a practicing therapist.
Monthly billing:
If you’re on monthly billing and remove a team member, the following month’s charge will be based only on the seats currently in use (including any suspended accounts).
Multiple admins:
You can have more than one admin in your organization. To do this, invite them to your team using the regular invite link. Once they’ve joined, go to their profile, click Edit Access, and enable all permissions. They’ll then have the same access as the main (super) admin account holder.
That’s it! Once your organization is set up, everyone can log in, manage their clients, and see their own calendars while you stay in control of the bigger picture.
