Clinic, Locations, and Staff
Set up your clinic and location details, manage your communication, and create user roles and user accounts for your staff.
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