Step 1: Access Settings
From the home screen, navigate to the Settings section.
Select Team from the settings options.
Step 2: Check Existing Team Members
Review the list of team members already synced from your PMS (Practice Management System).
Confirm that the desired team member is not already listed.
Step 3: Add a New Team Member
If the team member is not listed, enter their email address in the provided field.
Click on Confirm to send an invitation email.