Settings is the central hub for your clinic’s information, payments, domains, SMS, and other essential options. The Help pages cover each area in more detail.
The Settings menu brings together all core configuration for your clinic.
Main route:
/dashboard/settings/clinic-info
Common subpages:
/dashboard/settings/clinic-info/dashboard/settings/branding/dashboard/settings/configuration/dashboard/settings/sms-settings/dashboard/settings/social-media/dashboard/settings/domains/dashboard/settings/embed/dashboard/settings/imports
Note: /dashboard/settings/payments (Payments) requires the user to have access to that page. Superadmins always have access, and other users must be granted the page under the practitioner's access settings. The clinic can then handle the setup on that page itself, including bank account, prepayment, external payment terminal, and terminal registration. Unregistering physical terminal hardware is still done by ProClinic.
Areas you typically configure
Calendar setup
Branding/profile
SMS reminders
SMS message texts
Other features under
Configuration
Make one change at a time.
Save.
Check the effect in the relevant module (like calendar, booking, communication).
If you’re making larger changes, try testing with a small group first (for example, just a few customers or bookings).
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