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Organizations

Running several provider organizations in one marketplace.

Run more than one provider organization in a marketplace: link them, manage each one's settings, and switch between them.

Before you start

A marketplace is your brand and booking page. A provider organization is a business that delivers the care. One marketplace can have several organizations, each with its own staff, prices, service areas, and settings. You'll need the business owner role.

Step 1: See your organizations

  1. In the side menu, under Global, select Marketplaces, open your marketplace, and select the Organizations tab.
  2. You'll see every organization that serves this marketplace.
  3. Select Select organizations to add an organization to the marketplace or remove one.

Step 2: Manage an organization's settings

  1. In the side menu, select Settings.
  2. The Info tab shows the organization's name, time zone, address, marketplace status, clinic services, provider text notifications, automatic receipts, and intake form settings.
  3. Select Edit to change them.

The other tabs (Roles, Service Area, Payments, and Integrations) are also set per organization.

Step 3: Switch between organizations

If you have a profile in more than one organization, select the business switcher at the top of the screen and choose one. Your side menu, calendar, and settings switch to that organization.

Tips

  • Prices, staff, and service areas are set per organization. When something looks wrong, check you're in the right one.
  • Need a new organization added to your marketplace? Contact NomadMD support.

Want a walkthrough?

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