1. What is a Heidi Team?
A Heidi Team lets multiple users:
Pro Team:
Manage billing in one place.
Together Team:
Share templates
Add assistants for free
Enable session sharing
This is ideal for clinics wanting to streamline their use of Heidi.
Note: Collaboration features are only available on the Together plan.
You can create a team on Pro for billing purposes only.
2. Which Option is Right for My Team?
✅ My team wants to collaborate
Choose the Together plan.
Includes collaboration tools and a 14-day trial.
Invite members and start working together immediately.
💳 My team wants centralised billing (no collaboration)
Stay on Pro.
Add all members to one account.
The admin manages a single, consolidated payment.
Members will have Individual Pro features but no collaborative tools.
👥 We are a large team (10+ clinicians/admins)
Please Contact Us via the form.
Our team will tailor a setup for you.
🙋 My team members want Pro but will pay individually
Each member signs up for Heidi Pro separately.
Share your affiliate link so they can still access Pro features.
3. How to Create a Team
You must be on Heidi Pro to create a team.
Go to Settings → Teams in the left menu.
Click Create Team and name it.
Invite members by entering their email addresses.
When they accept, their payment will be added to your account.
Tip: If you can’t add members, you may have a dedicated Customer Success Manager. Contact us to confirm.
When you create a team, you become the Team Admin and are responsible for member payments.
4. How to Join a Team
When invited to a team, you’ll get an email with an invite link.
New users: Sign up using the invited email.
Existing users: Log in, and your account will be added to the team.
Note: You can only be in one team at a time.
5. Admin vs Team Member Permissions
Admins can:
View all members of the workspace.
Add/remove members.
View and edit billing.
Create, edit, delete team templates.
Team members can:
View all members of the workspace.
Use team templates.
6. How Team Billing Works
Team billing means:
One invoice for the entire team.
Billing cycle is monthly or annually, based on the admin’s plan.
All payments are processed under the admin’s account.
FAQs
I am on Pro, can I still join a team?
Yes you can! Accept the invite and you’re on the team. Your subscription will be cancelled and you will join the Admin’s subscription automatically.
I am on Free, can I still join a team?
If you are on Free and accept a team invite, you will automatically be upgraded to Pro and added to your Admin’s payment cycle.
We have multiple users at a clinic, some free and some paid can we all join a team?
When you invite a Free user in to you team and the accept, they will automatically be upgraded to Pro and added you Admin’s payment cycle.
Do I get a discount for adding multiple team members?
We will introduce clinic discounts soon!
Where can I find my billing information?
Go to 'Settings' in the right hand side menu, and click on the 'Teams' section. Top right corner you’ll find ‘Manage billing’, open this and you’ll find the billing information. Only admin can see and manage the billing.
The link I got doesn't work, what do I do?
Invitation links are only valid for 30 days. If your invitation link has expired or is not working, here's what you can do:
For expired links: Ask your Team Administrator to resend a new invitation link to your email address.
For "no longer valid" messages: This typically happens when a link has expired or been deactivated. Contact your Team Administrator to generate a new invitation.
If you didn't receive an invitation email: Check with your Team Administrator to confirm they sent the invitation to the correct email address. They may need to resend it.
For Team Administrators: To resend invitations:
Log into your Heidi account
Go to 'Settings' in the left-hand menu
Click on the 'Teams' section
Find the pending invitation and select the option to resend
If problems persist after trying these steps, contact Heidi Health Support for additional assistance.
I am an existing user, and received an invite email, how do I join the team?
Accept the invite from your email, link you’re existing account and you’re in! If you are a Pro user, you’re subscription will be stopped and added to you Admins, if you are a new user you will be automatically added to the team as a Pro user. user.