Transferring your clinic
How to hand clinic management to someone else when staff changes.
When you leave or change roles, you can hand the clinic to a new manager. The transfer takes effect immediately.
How to transfer
- Open your Clinic page and find Transfer clinic manager.
- Choose the new manager one of two ways:
- Promote one of your CAs who has already joined, or
- Hand off to any email. If they don’t have an account yet, we create one and email them a sign-in link.
- Confirm.
What happens
- The new manager gets full access to seats and CAs.
- You become a regular account — you keep your own training, but you no longer manage the clinic.
- Your seats, pools, and CA assignments stay intact and move with the clinic.
Transfer is immediate and hands over full control, so double-check the email before confirming. If you transfer by mistake, the new manager can transfer it right back to you.
Questions before transferring? Contact support first.