Member sign-in: Account setup

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You are joining a workspace that is ready for you

You do not need to create another clinic account. The invitation connects your login to the workspace your clinic Admin has already set up.

Before you begin, make sure you have:

• the welcome or invitation email for your clinic,
• Google Chrome installed, and
• access to the clinic systems you use each day.

If you have not been added to the clinic yet, ask a clinic Admin to open Team and click Invite team member, or to email nafeesa@tabflows.com to have your account added.

Team members can join and use the clinic workspace after setup, but they do not see the Admin controls for creating or managing invitations.

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Get Started in 3 easy steps

If Tabflows created your account for you

1. Open the welcome email from Tabflows.
2. Follow the link in the email to finish setting up your sign-in.
3. Sign in to the existing clinic you were added to.

You do not need to accept a separate clinic invitation if your account was already created and added by the Tabflows team.

If your clinic sent you an invitation

1. Open the invitation email from your clinic Admin.
2. Click Accept Invitation.
3. Follow the setup steps to create your sign-in and join the clinic.

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Know that it worked

Open a clinic system you already use. The Tabflows sidebar should appear, and your account should show the clinic workspace you joined.

Welcome aboard! 🎉

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