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Contractor Portal

The Praxi Contractor Portal gives external contractors who rent space or resources from your practice -- consulting rooms, car parks, equipment -- their own login to view their resource bookings and prepaid credit balance. It is a facility-hire portal: contractors do not access client records, clinical notes, or your practice calendar.

Inviting a Contractor​

Practice owners and practice managers can manage contractors from Settings > Contractors.

  1. Navigate to Settings > Contractors
  2. Click Add Contractor
  3. Enter the contractor's name, email, phone, and business name
  4. Optionally set initial credits and add notes
  5. Tick Send invitation to email a portal link immediately
  6. Click Create

The contractor receives an email with a link to the contractor portal. They log in using a one-time passcode (OTP) sent to their email — no password is required.

To resend an invitation, go to Settings > Contractors, click the actions menu (⋮) next to the contractor, and select Resend Invitation.

Managing Contractor Access​

From Settings > Contractors, you can:

  • Approve — Move a pending contractor to approved status so they can log in
  • Suspend — Temporarily revoke access (can be reactivated later)
  • Deactivate — Permanently remove access
  • Adjust credits — Add or deduct session credits with a reason
  • View portal status — Check login history, lockout state, and terms acceptance
  • Reset access — Clear OTP lockout if the contractor has been locked out
Access boundary

Contractor accounts are limited to the contractor portal. They carry no access to client records, clinical notes, practice settings, or other practitioners' calendars.

What Contractors See​

When a contractor signs in to the portal, they can:

  • View their resource bookings -- upcoming and past room, car park, or equipment bookings
  • See their credit balance -- bookings are paid for with prepaid credits that your practice tops up or adjusts

Credits and Cancellations​

Resource bookings draw down the contractor's prepaid credit balance. Practice owners and managers adjust balances from Settings > Contractors using Adjust credits, with a reason recorded for the audit trail. Cancellation policies are enforced automatically, so late cancellations are charged according to your practice's policy.

Paying contractors for clinical work

The contractor portal covers facility hire only. If you also pay contractors for clinical sessions, use Commission and Payouts and Contracts under Staff Management.

Next Steps​

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