Clinic and branches main settings

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🏥 Clinic settings

Go to Settings → Clinic → Main (clinic owner only). The top shows your subscription: Max Branches, Max Users, Available Messages, Available Storage Space and the renewal date. Below it:

• Clinic Name and Company Logo (the logo saves as soon as it’s uploaded).
• Clinic Login Name: used by staff who log in with a username. See Login.
• Currency, Country Code (added to every phone number), Default Language for Patients, Tax and Tax for Foreign Nationals.

Time Zone and Clinic Country are set when the account is created; contact support to change them. Click Update to save.

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🏷️ Types

Settings → Clinic → Types holds the lists used across the system: Appointments types (with colors and online booking), Expenses, Income, Inventory, Payments subtypes, Patient Tags, Referral Source (“How did you hear about us?”) and Salary Hub types. Click New Field to add a type, drag to reorder, and click Save. Deleting a type asks which type replaces it.

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🏢 Branches

Go to Settings → Branches and click New Branch: Enter the Branch Name, Branch Address and Branch Phone Numbers, the Users who work there, the Default Price List and Diagnostic Fees. Click Create. Open a branch to set:

• Branch Calendar Settings: working days and hours, breaks, holidays and rooms. See Calendar.
• Branch Treasury Settings: the default treasury for each payment method, for payments, expenses and income.
• Assigned To Settings: who’s notified of invoices, prescriptions, forms and lab orders created in this branch.

Settings → Clinic → Upload imports procedures, users, patients or leads from Excel, if enabled for your clinic.