Managing Clinic Contact Information

Keep your clinic's contact information up to date to ensure everything runs smoothly. As the Administrator, you can edit important details like the clinic's name, address, email, phone, logo, and timezone whenever necessary. Let’s dive into the steps to manage your clinic’s information effectively.

Edit Your Clinic's Contact Information

Edit your clinic's contact details efficiently and ensure accurate information for all communications.

1. Log in as the Admin.
2. Click on the Gear icon (located in the top right header).
3. Select Base Setup.
4. Click the Edit button in the Account Details section.
5. Edit or update the necessary details, such as the clinic's name, address, phone number, email, logo, timezone, and Patient/Client terminology.
6. Click Save.

Important Note: If your clinic's location does not have "Use this location for billing" enabled, the address in the general section will be used for billing purposes.

Edit Your Clinic's Logo

Ensure your clinic's logo appears correctly on emails, invoices, and forms.

• Supported image file types include jpg, gif, or png.
• File size must be less than 3MB.
• Images will be automatically resized, maintaining their aspect ratio.
• The ideal logo size is 300px wide by 150px high.
• For best quality, use a transparent .png format.

Your logo is an essential part of your brand identity. Ensure it is formatted correctly. Many websites allow easy conversion; simply upload your logo, and follow the instructions to format it properly.

Understanding Currency Settings

The default currency for your clinic’s receipts is set automatically based on the country of registration. Here are the default currency settings:

• Canada and the United States default to dollars ($).
• The United Kingdom defaults to GBP (£).

If you need further assistance with currency settings or require a change, do not hesitate to reach out. We're here to help with any adjustments or conversions to fit your needs.