Create, edit and delete teams

A team groups the people who answer one part of your practice, such as the front desk or a second clinic. When a team has a phone number, texts to that number land in the team's shared inbox, and everyone on the team can see and reply.

Before you start

• You need to be an organization admin. Other members can see teams, but can't create, rename or delete them, or change who's on them.
• Everyone you add to a team must already be a member of your practice. See Invite teammates and choose their role.

Create a team

1. In the left bar, click Directory.
2. Click the Teams tab.
3. Click the plus button next to Directory. The Create a team window opens.
4. Type a Team Name, for example "Front Desk".
5. Click Create.
6. The new team's page opens, ready for members.

Give the team its own number

1. Click Settings, the gear at the bottom of the left bar.
2. Click Organizations.
3. Click your practice.
4. Open the Plan tab.
5. Under Additional SMS Numbers, click Select an additional phone number. If it doesn't show, see Add a phone number.
6. Type an area code.
7. Click the number you want.
8. Click Continue. A bar confirms the number has been assigned.
9. The number is now on your plan. To connect it to the new team, email support@bloomtext.com. The number picker doesn't let you choose a team.

Add or remove people

1. In the left bar, click Directory.
2. Click the Teams tab.
3. Click the team, for example Front Desk.
4. Under Members, click Add members.
5. Type the name of a coworker who isn't on the team yet.
6. Click them in the results.
7. Click Add.
8. A bar says Successfully added members to team, and they show under Members.

To take someone off the team, open the options menu on their row and choose Remove from team.

Rename a team

1. Open the team and stay on its Overview tab.
2. Click Edit details.
3. Change the Team Name, for example add the location: "Front Desk - Downtown".
4. Click Save.

The team shows its new name everywhere. Its members and phone number stay the same.

Delete a team

1. In the left bar, click Directory.
2. Click the Teams tab.
3. Click the team you no longer need.
4. Click the ... menu in the team header.
5. Choose Delete team.
6. Read the warning: you and everyone in the practice lose access to chats held on behalf of this team.
7. Click the red Delete button, or Cancel to keep the team.
8. You're back on the Teams list, and a bar says Team has been deleted.

Move a phone number to another team

To have a different team answer a number, email support@bloomtext.com with the number and the team that should receive its texts. Patients keep texting the same number.

Good to know

• Every practice has a default team that includes everyone. You can't rename or delete it, or change its members by hand.
• A team with a phone number can't be deleted from the app. Email support@bloomtext.com to move or release the number first.
• Before you delete a team, export any conversations you need to keep.
• Each team with a number has its own hours, auto-replies and block list. See Set business hours and auto-replies and Block a phone number.

Related

• Add a phone number
• Set business hours and auto-replies
• Invite teammates and choose their role
• Administrative features