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Setup Guide: Clinic Data

Set up your clinic's name, address, contact details, financial details, and logo.

Written by Richard

Go to Menu > Clinic Settings > Clinic data, complete the fields, and click Save.

Name

  • Clinic name: used in communication to patients.

  • Legal name: shown in official company details, such as on invoices.

  • Address: address line 1 and 2, postal code, city/town, state/province/county, and country.

  • Contact: email address, website, and phone number.

Financial details

  • Bank account number, IBAN, BIC, COC number, Tax number: used on your official company details and invoices.

  • VAT number: enter a valid VAT number for VAT reverse-charging (EU customers).

Logo

  1. Logo: shown in the application and in patient communication such as emails and PDF documents.

  2. Email logo: an optional separate logo for emails to patients (if you want to use a different logo here).

Note: when using a custom HTML email template, the clinic logo is not inserted automatically; add it in the template yourself.

Multiple locations: if any details differ per location, set them up separately per location under Clinic Settings > Locations. See Setup Guide: Locations.

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