Invite a teammate
Invite someone to your clinic with the right role, so they join the first time they sign in.
Purpose
An invite adds a named person to your clinic with one role. They join automatically the first time they sign in with the email you invite, so there's no setup form for them to fill in.
Before you start
only the clinic Owner can invite people.
have the email your teammate will sign in with. The invite matches that exact address.
each invite holds a seat on your plan until it's accepted or cancelled. You can see your
seats on Team under Your plan.
Steps
Step 1: Open the invite form
Doin the sidebar, select Team, then Invite a member.
You'll seean Invite a member form with Email, Full name and Role. If your clinic has more than one
centre, there's also Centre.
Step 2: Say who they are
Doenter their Email and Full name. If you see Centre, choose the centre they'll work at.
both fields are required.
Step 3: Choose their role
Dounder Role, choose Front desk — bookings & payments, Doctor / clinician, Finance — invoicing or
Owner — full control (co-owner).
Sothe role decides what they can open in Keel. You can change it later.
Front desk — bookings & payments is selected until you change it.
Step 4: Send the invite
Doselect Send invite.
You'll see[name] is invited. They'll join automatically the first time they log in with [email].
Sothey're on your team as soon as they sign in with that email.
tell your teammate which email you used.
Result
You'll seethey're listed under Pending invites with their role, the date and Invited.
You'll seeafter their first sign-in, they move to Members.
if they already have an account with your clinic, for example someone returning, they're
added straight away. They don't appear under Pending invites.
a doctor can't sign notes until you give them prescribing
(next guide).
If it doesn't work
- If you see: No Invite a member buttonOnly the Owner can invite. Ask your clinic Owner.
- If you see: Check the form — some fields look invalid.Check the email address and full name (step 2)
- If you see: [email] is already on your team.They're already under Members. To change what they can do, change their role.
- If you see: [email] has already been invited.Find them under Pending invites. To fix a mistake, select Cancel and invite again.
- If you see: Seat limit reachedYour plan has no free seat for that role. Select Request upgrade, or cancel an invite you no longer need.
- If you see: You invited the wrong emailUnder Pending invites, select Cancel on that row, then invite the right address
- Working: They're listed under Pending invites or MembersDone
Limits
invites don't expire. An unused invite keeps its seat until you cancel it.
each email can have only one pending invite at your clinic.
prescribing isn't part of the invite. You give it to a doctor after they've joined.
once your trial has ended, you can't send invites until you upgrade.
Checked against the Keel product source and in the live product on 2026-10-09. The Team entry points and a non-Owner's view of Team, with no Invite a member button, were observed. The invite form, sending an invite, the pending invites list, and the error and seat-limit messages were not exercised.