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Manage Providers and Team Member Details for Your Website

This user guide provides step-by-step instructions on how to add, view, edit and delete providers and team member details in the portal for the website DigiMEDSPA is creating for you. The information you enter here will guide the design and layout of your website. You can make content changes directly in the portal, and our team will implement them accordingly. Instructions for editing other website pages are provided in separate articles.

Understanding Terminologies

Team Member Details

Team member details refer to the section on a website that introduces key staff members, highlighting their names, titles, roles, and often a brief biography or description of their expertise. This section helps personalize the business, builds client trust, and showcases the qualifications of the team.

Providers

A provider is a licensed Med SPA professional—such as a Medical Director, aesthetician, or nurse practitioner—who delivers treatments and services to patients. The Providers section of the website features detailed profiles of these professionals. Each profile typically includes the provider’s name, title, credentials, specialties, and a brief biography. Highlighting providers builds trust and helps patients make informed decisions when booking services or procedures.

Add Team Member Details

  1. You can add your team member details through the “Website Content” accessible from two entry points:
    1. Click “Apps” in the Top Menu Navigation to access the applications.
      1. From the Website Panel, click on “Website Content.”
      2. From the Left Navigation, open the “Website” dropdown menu, and select “Website Content.” Alternatively, you can type “Website Content” into the search bar in the Left Navigation.Note: Clicking “Website Content” will take you directly to General Information, the first step in editing the full website content.
    2. From the menu bar, select “Team Member Details.”
    3. To add a new team member’s details, click on the “New Team Member Details‘’ button in the top right corner of the screen.
    4. Enter the Name, Job Title, and Description for the team member you are adding to your website. To add an additional attachment for the team member, click “Add New Attachment.”
      Note: “Additional attachment” refers to an image associated with the team member you are adding, such as a profile photo or an image that highlights their expertise or services.
    5. Click “Choose File” to upload a relevant image for the team member from your computer. Once all the information has been entered, click “Create Team Member Details.”Note: Select the "Destroy" option to delete the selected image.
      The provider details have been added successfully!

    View Team Member Details

    1. To view a team member’s details, click anywhere on the team member’s detail in the listing, or click the three dots in the action column next to the specific team member and select '’View.’’
    2. The Team Member Details View Screen will open, displaying all the information for the team member.

    Edit Team Member Details

    1. There are two ways to edit an existing team member’s details:
      1. From the team members list, click on three dots under the action column and select "Edit" for the specific team member.
      2. From the Team Member Details View Screen, hover over “Actions” and select “Edit Team Member Details”’ in the top right corner of the screen.
    2. Make the necessary changes and click "Update Team Member Details" to save your updates.
      Your team details have been successfully edited!

    Delete Team Member Details

    1. There are two ways to delete an existing team member’s details:
      1. From the team members list, click on three dots under the action column and select "Delete" for the specific team member.
      2. From the Team Member Details View Screen, hover over “Actions” and select “Delete Team Member Details”’ in the top right corner of the screen.
    2. A pop-up confirmation message will appear on the screen. Select “OK” to delete the team member’s details.
      The team member details have been deleted successfully!

    Add Provider Details

    1. From the menu bar, select “Providers.”
    2. To add a new provider details to your website, click on the “New Provider Details'’ button in the top right corner of the screen.
    3. Enter the Name, Job Title, and Description for the provider you are adding to your website. To add an additional attachment for the provider, click “Add New Attachment.”Note: “Additional attachment” refers to an image associated with the provider you are adding, such as a profile photo or an image that highlights their expertise or services.
    4. Click “Choose File” to upload a relevant image for the provider from your computer. Once all the information has been entered, click “Create Provider Details.”
      The new provider has been added successfully!

    View Provider Details

    1. To view a provider’s details, click anywhere on the provider’s information in the listing, or click the three dots in the action column next to the specific provider and select '’View.’’
    2. The Provider Details View Screen will open, displaying all the information for the provider.

    Edit Provider Details

    1. There are two ways to edit an existing provider’s details:
      1. From the providers list, click on three dots under the action column and select "Edit" for the specific provider.
      2. From the Providers Details View Screen, hover over “Actions” and select “Edit Provider Details”’ in the top right corner of the screen.
    2. Make the necessary changes and click "Update Provider Details" to save your updates.
      Your provider details have been successfully edited!

    Delete Website Providers

    1. There are two ways to delete an existing provider:
      1. From the providers list, click on three dots under the action column and select "Delete" for the specific provider.
      2. From the Providers Details View Screen, hover over “Actions” and select “Delete Provider Details”’ in the top right corner of the screen.
    2. A pop-up confirmation message will appear on the screen. Select “OK” to delete the provider.
      The provider details have been deleted successfully!

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