Clinic, Locations, and Staff
Set up your clinic and location details, manage your communication, and create user roles and user accounts for your staff.
By Richard and 2 others3 authors19 articles
How to grant access to the payment tab only?
Enter invoice/Pay invoice permissions
What data to change when changing your clinic name?
How to update your logo
Remove a user account
Suspend a user account
Communication tools to interact with team members in your clinic
How to find and change E-mail & SMS templates
How to show practitioner details on invoices.
Restrict user access based on location
How do I edit the footer and header of an e-mail template?
User settings relationships
How do I change my username?
How do I reset an account password?
How do I add or edit a user role ?
How do I allocate a treatment category to a user?
Add additional user
How do I switch between treatment (clinic) locations?
Permission for sign-in and sign-out