Find your way around Account & Settings
Everything configurable lives in one place, grouped into categories.
Where to find it: Sidebar footer → Account & Settings
Steps
- Open Account & Settings in the sidebar footer.
- Pick a category on the left. The ones you will use most are listed below.
- Practice & Branding: clinic identity, portal language, country, logo, accent colour and practice customisations.
- Scheduling & Booking: appointment types, rooms, availability and booking policies.
- Communication: signature and footers, dossier delivery, patient email content, automated reminders and patient portal options.
- Practitioners & Team: team members, roles and sign-ins.
- Billing & Invoicing: invoice settings, which follow the practice's country.
- Forms: your own form templates.
- AI: every AI control, switched on or off per clinic.
- Privacy & Data: privacy and retention, patient data tools and the Data Processing Agreement record.
- Account: plan and subscription, security and “Refer a colleague”.
- Help & Getting started: the setup checklist, the demo patient, a link to this help centre, the walkthrough video and replaying the guided tour.
Good to know
Some settings can only be changed by the practice owner; other seats can see them.
Related guides
These guides describe the portal as it works today. They are product help, not clinical guidance.