Configuration for your active clinic, organized in one consistent settings navigator: Setup guide for a beginner-friendly launch path, General for the clinic profile and regional defaults, Appointments for availability and booking rules, Clinical setup for governed care configuration, Team for the people who belong here, Channels for connected networks, Developer for trusted integrations, and Call recording for the recording policy. You need an active clinic selected to manage these; every setting applies to that clinic only.
Use the settings navigator to move between configuration areas without returning to a hub or refreshing the browser. Each selection loads its content immediately, the active area stays highlighted, every destination has its own bookmarkable URL, and narrower screens can scroll the navigator horizontally.
A four-stage wizard for owners and administrators that checks clinic basics, doctor coverage, weekly appointment hours, and operational safety in the correct order. Progress is saved to the clinic, while every setting remains available in its advanced manual screen.
The clinic profile and its regional defaults: preferred language, time zone, and default currency. These shape how dates, times, and money are shown across the workspace, and they are saved to the active clinic so everyone on the team shares the same defaults.
Language, time zone, currency, and other known choices use searchable selection controls. The catalogs cover all supported values, currency rows include a representative country or issuing-region flag, and language choices can support one or several selections where the workflow allows it. A saved older value stays visible, and a valid locale code can still be added when a regional variant is not listed.
A toggle in General that makes this clinic discoverable to patients. When on, the clinic appears in Find Care and patients can book appointments with it from My Space. Turn it on once you have set your availability in the Appointments tab. Only the non-PHI listing (name, region) is shared, never patient or clinical data.
When the clinic is listed, fill in the public profile shown in Find Care: a public name and location, your specialties, one or more languages from the searchable catalog, the services you offer, and a short description. Patients filter the directory by these, so keep them accurate. Only these fields are ever public; never enter patient information here.
Invite colleagues into this clinic and manage who belongs, with the roles each person holds (owner, clinic admin, doctor, care coordinator, patient). This section is available to owners and administrators.
The channels your clinic uses to communicate with patients, organized as tabs: WhatsApp Business for the connected WhatsApp account and its health, and Web chat for the on-site widget. The section is built to add more channels over time.
Turn call recording on or off for your clinic and choose how long recordings are kept: until deleted manually (the default) or for a fixed period, after which they are removed automatically. Visitor calls show a short recording notice when capture starts, and every playback or download is logged.