Adding a care team member
On the client page, open Care team → Add member. Enter the caregiver's name, relationship, and email. They'll receive an invite link valid for 7 days.
Permissions
By default a caregiver can view session schedule and released notes but not billing. Toggle Can view billing per-link if you want them to see invoices and statements.
You can revoke a link at any time from the client's Care team tab. Revocation is immediate.