Configurations
By Angel and 1 other2 authors15 articles
- Managing Sales TaxesLearn how to add taxes into your settings for automatic application.
- Email DefaultsThis article will show what each system default says and will teach you how to make your own custom email defaults.
- Appointment Pre-Visit ConfirmationSave your clinic time, and use pre-visit confirmations to collect client and patient information.
- How to enable customer booking
- Default Clinic Provider ConfigurationThis configuration allows for a record (invoice charge) to be assigned to the clinic, rather than a specific provider.
- Sync Appointments to Calendar ConfigurationThere is a configuration that when enabled, allows clients to easily sync their upcoming appointments to their personal calendar
- Clinic HoursLearn how to set up your clinic hours, including regular hours and after hours.
- Enhanced ViewLearn about our enhanced view, which has moved the modules to a left hand navigation style. Plus, a global search has been added.
- Managing Appointment TypesLearn how to create appointment types to be used on your schedule.
- Multiple Location Data SharingThis article explains how record sharing works for multiple clinics that have data sharing enabled.
- Schedule ColumnsSchedule columns allow you to customize your schedule and keep organized!
- Setting Up and Managing RoomsLearn how to set up specific rooms to easily assign patients and keep your clinic running smoothly and organized.
- BCC Forwarding - Copying Emails Into Client CommunicationsLearn how to use the BCC forwarding configuration.
- Charitable Funds ManagementLearn how to setup and utilize charitable funds for easy donation giving and receiving.
- Cash Rounding (In Beta)Learn about the Cash Rounding feature, how to turn it on, and what to expect at checkout and in your reports.