Help / Clinics and teams

What practitioners can and can't see

Who sees which clients, plans, earnings and bank details inside a clinic.

PartnersUpdated 15/09/2026

The rule is simple: a practitioner sees their own work; the owner sees everyone's. Money details stay with the owner.

Side by side

PractitionerOwner
Their own clients, plans, presetsYesYes
Another practitioner's clients and plansNoYes, read-only
Their own earningsYesYes
The whole team's earningsNoYes, per practitioner and in total
The clinic's bank detailsNoYes
Payouts and statementsNoYes
The Team pageNoYes

What read-only means for the owner

Open Clients and switch to All practitioners: every client across the clinic is listed with the practitioner's name. Opening one of another practitioner's clients shows the same tabs — Plans, Subscriptions, Orders and earnings — with every button gone. The owner cannot create or resend a plan, suggest a change, or archive a client that is not theirs; a banner at the top names whose client it is.

What a practitioner sees instead

  • Earnings lists their own lines only, credited to them, with a note that payouts are managed by the clinic.

  • Payouts and Bank details are not there. Following a link to either lands on Earnings or Account with the sentence "Payouts are managed by your clinic".

  • Their dashboard and Account page name the clinic.

What nobody in the clinic sees

The same things no partner sees: a client's address, phone number or payment details, orders for anything they did not build, or the email in full. See Client privacy.

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