All guides
Overview
Settings Reference
Every setting explained: where to find it and what it changes for your clinic.
| Setting | Where to find it | What you can configure |
|---|---|---|
| Profile | Settings → Profile | Your name, email, avatar, password, two-factor authentication (2FA) setup |
| Clinic Details | Settings → Clinic Details | Clinic name, logo (PNG/JPEG, max 5 MB), address, branding, cancellation policy (coming soon) |
| Locations | Settings → Locations | Manage clinic locations, view room count per location |
| Services & Pricing | Settings → Services & Pricing | Service name, category, duration, price, assigned practitioners, linked consent template, deposit override (fixed/percentage/full prepayment), aftercare instructions, online booking visibility toggle (controls whether the service appears on your booking widget) |
| Users | Settings → Users (formerly "Practitioners") | Add/manage staff, set working hours, send email invitations, set roles, flag who is an Independent prescriber, and a Bookable toggle that controls whether a staff member takes appointments and appears in online booking |
| Prescribers | Settings → Prescribers | See your in-house prescribers (staff flagged "Independent prescriber") and add external/remote prescribers |
| Features | Settings → Features | Turn optional modules on or off, Booking Requests, Waitlist, Tasks, Leads CRM, Inventory. Switching one off only hides it from your menus; your data is kept and any automatic background processing keeps running. Admin/owner only |
| Integrations | Settings → Integrations | Lead webhook (API key, endpoint URL, test), third-party integrations |
| Communications | Settings → Communications | Toggle automated emails on/off, edit templates (Appointment Confirmation, 24h Reminder, Cancellation, Invoice Sent). Aftercare email toggle + timing (1 hour or 24 hours after completion). Review Request email template (coming soon). Placeholders: {patientName}, {appointmentDate}, {appointmentTime}, {serviceName}, {clinicName} |
| Notifications | Settings → Notifications | Master on/off toggle, plus a grid where you choose which categories (bookings, appointments, payments, stock, patients, consents, waitlist, campaigns) you receive and by which channel (in-app, email, push). Push notifications require a one-time browser permission prompt |
| Online Booking | Settings → Online Booking | Configure your booking widget, set a custom booking URL (slug), get embed code for your website, set global deposit requirements (fixed/percentage/full prepayment), enable/disable practitioner selection, minimum advance booking time (how far ahead patients must book, default 24 hours) |
| Consent Forms | Settings → Consent Forms | Create and edit consent form templates using the built-in builder. Templates auto-version when content changes and must be activated before use |
| Subscription & Billing | Settings → Subscription & Billing | View your current plan, switch between monthly/annual billing, update payment method. New clinics start with a 14-day free trial, a banner at the top shows how many days remain |
| Payment Processing | Settings → Payment Processing | Set up payment processing to accept payments through invoices |
| Audit Log | Settings → Audit Log | View a log of important actions (owner and admin only) |
| Legal | Settings → Legal | View legal information for your clinic, read-only (admin and owner only) |
Still need a hand?
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