Practitioner Account Setup, Profile & Availability

4 min readUpdated October 2026
All PlansPractitionersTherapists

Accepting Your Clinic Invitation Email

When your clinic administrator or owner invites you to join Emmai, you will receive an official invitation email directly in your inbox:

Check Spam or Junk Folders

If you do not see your invitation email within a few minutes, check your spam folder or ask your clinic administrator to verify the email address and click 'Resend Invitation'.
1

Locate the email titled 'Welcome to [Clinic Name]! You are invited as a Practitioner to join [Clinic Name]'.

2

Click the secure 'Activate Account' button in the email (or 'Go to Portal' if you already hold an active Emmai login).

3

Choose a secure password containing at least 8 characters with numbers, symbols, and uppercase letters.

4

Complete login to access your clinician dashboard with personalized appointment schedules and patient charts.

Configuring Recurring Shifts & Break Times

Fine-tune your weekly working hours and ensure break times are protected from client bookings:

1

Navigate to Dashboard > Staff > click your profile card > select the 'Schedule' tab.

2

Review your assigned branch facilities and ensure the schedule timezone matches your local practice location.

3

Set daily working shift start and end times for each day of the week (e.g., Monday through Thursday 9:00 AM - 5:00 PM).

4

Add dedicated break blocks (e.g., 12:30 PM - 1:30 PM Lunch, 4:30 PM - 5:00 PM Charting & Admin) to block client self-scheduling during rest or documentation periods.

Preparing for Virtual Care & Clinical Documentation

Before conducting your first client consultation, ensure your clinical tools are verified:

1

Test Telehealth Audio & Video: Open the Telehealth room test page to grant camera and microphone browser permissions.

2

Add Clinical Digital Signature: Upload or draw your digital signature under Profile Settings so completed SOAP notes can be signed off with one click.

3

Review Upcoming Appointments: Navigate to the Calendar day view to inspect your scheduled appointments, intake questionnaire responses, and client files.

Was this guide helpful?

Your feedback helps our clinical documentation team improve.

Emmai Booking Logo

Emmai Booking is your trusted partner in seamless clinic booking. Best in class service for your clinic needs.

Get the latest Emma updates, features, and stories. Subscribe to our monthly newsletter.

Features
Resources
Contact Us
123 Clinic Street
Vancouver, Canada

Email: hello@emmai.ca

Follow Us
© 2026 Emma Software Ltd. All Rights Reserved.