Share with a Clinic

Learn how to share a template with a clinic group

If you are part of a Clinic, you share your templates within the group. Shared templates can be used and copied by other clinic members. Only the Template owner can edit shared templates.

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You can only share templates with a Clinic that has an active subscription

To share a Template with a Clinic:

  1. Navigate to the Template section in your dashboard

  2. Right click on the Template you want to share with your team in the side bar

  3. Select the 'Share with a clinic' option

  4. Choose the clinic you want to share the Template with

Your Template will now be visible by other clinic member.

To stop sharing a Template with a clinic, follow the same process again

Snippets can also be shared with a clinic. Learn more about sharing snippets with a clinic here

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