For Organization Admins

Set up your organization How to maintain your organization's core details, add a logo, and get an overview of all the management areas available to you. Invite and manage team members How organization owners add practitioners and medical assistants, change their role, or remove them again. Understand roles and permissions The two member roles in a MeetOne organization, what organization owner status means, and who can manage what. Manage your plan and subscription How to view your current plan, adjust the number of users, and maintain your billing details — no hidden costs. Get API access and enable webhooks How to retrieve and regenerate your organization API token, and how to have webhook endpoints set up for your organization. Build and manage questionnaires Who can create questionnaire templates, which question types and follow-up questions are available, and how to assign and review them. Configure booking settings How organization owners set the form header shown by default on their organization's appointment booking and appointment request forms. Manage seats What a seat is in your plan, how it relates to active practitioners, and how to adjust the number of seats when you need to. Set up branding and white-label How to set your organization's own logo yourself, and which further branding options MeetOne sets up together with you. Set up single sign-on with Azure Entra ID What single sign-on (SSO) with Azure Entra ID gives your organization, what's required, and how setup works together with MeetOne. Review the change history Which change history MeetOne keeps for your organization, and what visibility practitioners have themselves. Configure retention and automatic data deletion How MeetOne handles retention periods for removed accounts, what automatic deletion of inactive participants means, and how to request changes. Configure appointment types (availability types) How to create availability types as an organization owner, set their duration and color, and control where they show up in the planner and booking form. Manage consent templates How to create, activate, and edit the consent declaration text for your organization as an organization owner — and where participants see it. Maintain contact details and legal documents How to view and maintain your organization's participant contacts as an organization owner, and where to find and create legal documents like your DPA.