How to create a practice
To create a new practice in Crownbeam, you need the contact details of the first practitioner and a product catalog that already exists.
Open Clients at the top of the navigation bar.
Click Create Practice.
Enter the first practitioner's details first, then the practice's business details.
Select a product catalog for this practice.
Decide whether the invitation is sent right away or later by checking the Send invitation box at the bottom.
Click Create Practice to save.
Tip: Give the practice a quick heads-up before you send the invitation — that way it doesn't slip into spam unnoticed.
If the practice has more than one practitioner, you can add more after creating it: Add a practitioner to a practice
How to invite a practice to Crownbeam
The invitation gives the practice access to the customer portal — where it can view and upload orders and communicate with you. You can send the invitation right when creating the practice, or send it separately later.
Inviting for the first time
Go to Clients at the top of the navigation bar.
Find the practice you want in the list.
Click Send invitation next to the practice name.
The practice receives an email with the activation link.
You'll see the current status next to the practice name, e.g. Invitation not yet accepted.
Resending the invitation
If a practice can't find the invitation email, you can resend it — as long as the status is still Invited.
Go to Clients at the top of the navigation bar.
Find the relevant practice.
Click the blue circular arrow next to the practice name.
The invitation has been resent.
Important: If the practice has already accepted the invitation (status: Active), the invitation can no longer be resent. The practice can log in instead via Reset your password.
How to assign an alias and a client number
Open Clients in the navigation bar.
Click the practice you want in the Client list to expand the card (arrow icon on the left).
Enter your own name or abbreviation in the Alias field on the right — it's now shown everywhere instead of the official practice name. The actual business name (top left) doesn't change.
Optionally enter your own number in the Client number field — e.g. from a separate billing program.
FAQs
The invitation email hasn't arrived — what should I do?
Ask the practice to check its spam folder. If it's not there either, resend the invitation via the blue arrow in the client list. Detailed steps by invitation status are in Invitation email not arriving.
Do I need to create the product catalog before creating the practice?
Yes. When creating a practice, you assign it a product catalog directly — so the catalog needs to already exist. Learn how to create a catalog in Add indications to the product catalog.
Can I enter multiple practitioners when creating a practice?
When you first create a practice, you only enter the first practitioner. You can add further practitioners right afterward via the user icon in the client list — as long as the invitation hasn't been accepted yet. Learn how in Add a practitioner to a practice.