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Add User or Create a Member

Customer Success Advisor
  • Updated

There are 3 ways to create a member in the Hub: 

 

1. Add a New Member Manually 

To manually create a new member profile in the Hub, simply do the following: 

  1. Click the Add User button

    Screen_Shot_2021-10-12_at_10.56.03_AM.png

  2. Fill in the new member's First Name, Last Name, and Status Tag 

    Screen_Shot_2021-10-12_at_10.57.43_AM.png

  3. Connect a card, or click Skip adding card

    Screen_Shot_2021-10-12_at_11.01.40_AM.png

  4. Click Add Member

    Screen_Shot_2021-10-12_at_11.03.26_AM.png

  5. Invite the member to join the HubScreen_Shot_2021-10-12_at_4.34.40_PM.png

 

2. Add a New Member via an Integration

Dolphin, Cloud9, Tops, Oasys, and Open Dental have integrations with the Hub that automatically create member profiles in the Hub. Please reach out to us at support@practicegenius.com to get started!

 

3.Convert a Lead to a Member

Members can also create their own profiles!

These profiles are classified as Leads in your Hub, and they: 

  • Can earn points
  • Can connect with other members to create Linked Families
  • Cannot redeem points

If you would like to make a Lead a Member, simply click the Convert to Member button on their profile.

Screen_Shot_2021-10-12_at_11.11.53_AM.png

Then click Confirm.

Screen_Shot_2021-10-12_at_11.15.01_AM.png

 

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