Settings

Clinic details, offers, services and access.

• Add a service

  Create a bookable service with its length and who can perform it.

• Add or edit an offer on a product

  Set what patients can choose for a product and what they pay, or change an existing offer.

• Choose where alerts go

  Set who sees each kind of update in Activity, which Team Chat spaces get a post, and whether an order and its payment come as one update.

• Create a discount code or automatic saving

  Set up a code clients type at checkout, or a saving that comes off by itself, and pause or archive it later.

• Create and edit access roles

  Make a custom role, choose what it can do, and give it to a staff member.

• Edit your clinic details and business hours

  Update the clinic's name, contact details, address and timezone, and set the hours the clinic is open.

• Reorder the offers on a product

  Change the order in which patients see a product's offers.

• Set up superbills

  Choose what a client's superbill prints, such as the clinic NPI, rendering provider, place of service and codes for each product or plan.

• Set up your clinic phone and messaging

  Choose your number, who answers, and what the assistant may do, then send the setup request.

• Set your clinic's payment rules

  Choose the default payment timing for new offers, how long payment requests stay open, and whether offers can hold a card.

• Write and publish the patient assistant's answers

  Add the operational questions patients ask, save them as a draft, and have a clinical provider publish them.