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Run your clinic

Your clinic's settings

Where your clinic's name, billing language and bank details live, and what each tab under Company is for.

Updated

At a glance

Who can use this: Clinic admin
Works in: Web app

Everything that belongs to your clinic as a whole is under Company in the sidebar. Only admins of the clinic see it.

Before you start

  • You need to be an admin of your clinic.

Steps

Open the settings

In the sidebar, select Company. The Settings tab opens.

Change what you need

  • Clinic name: the name shown throughout the app. Left empty, your company name is used.
  • Billing language: the language of your invoices, receipts and billing emails.
  • IBAN number and BIC number: only needed if your clinic receives payouts from us.
Your clinic's settings, with the other tabs along the top.

Save

Select Save Changes.

The other tabs

Which tabs you see depends on your clinic and its plan:

  • Members: your team and their roles. See Manage your team.
  • Billing, Usage and Invoices: see Billing, usage and invoices.
  • Knowledge Base: documents the assistant can use for everyone in your clinic.
  • Snippets: text blocks your whole team can insert while writing.

Your company's legal name, address and VAT number are kept in the billing portal: see Change your card or invoice details. Your PDF letterhead is in the Studio: see Your PDF letterhead.

What you've got now

Your clinic's name shows throughout the app, and your invoices come in the language you chose.

Read next

Manage your teamSee who is in your clinic, give each person the right role, resend invitation... Billing, usage and invoicesSet up billing for your clinic, follow what the current month costs, and down... Your PDF letterheadUpload your clinic's blank letterhead once. Every new PDF your clinic creates...