Settings

Users, permissions, custom fields, phone, email and every account setting.

23 articles

1Settings overviewSee what every section of the Settings menu does and jump straight to its guide, all on one page.
2Business profileAdd your clinic name, logo, contact details, address and time zone, and set the rules for duplicate contacts.
3My profileManage your name, photo, password, two-factor authentication, email signature and notification preferences.
4BillingSee your plan, payment method and invoices in the panel, and contact our support team for plan changes.
5Add users to your teamAdd a new team member to the panel and set up their role, permissions, phone and availability step by step.
6Roles and permissionsLearn the difference between the Admin and User roles, what each permission group unlocks, and recommended setups for clinic teams.
7Restrict data accessUse Only Assigned Data so users only see the patients and opportunities assigned to them.
8Opportunity & pipeline settingsManage your pipelines in one place and set duplicate opportunity rules and lost reasons that fit your clinic.
9Custom fieldsAdd clinic-specific fields such as treatment interest, arrival date or X-rays to patient records and opportunities.
10Custom valuesDefine frequently used details like your clinic address, map link and price list once, then use them in every template.
11Tag managementCreate, rename and delete tags in one place, and agree a consistent naming convention with your team.
12ObjectsCreate your own record types beyond patients and opportunities, such as treatment packages, and link them to patients.
13Lead scoringScore patients on their interactions to surface your hottest leads and set your team's priorities.
14Phone systemGet a MedicalGrow number, route calls to your team, and set up call recording and voicemail.
15Email servicesSend email from your own domain; add and verify SPF, DKIM and DMARC records, and bring replies into the panel.
16Domains and redirectsConnect your clinic's domain so booking and campaign pages open on your own web address.
17Conversation AI (AI assistant)Set up the AI assistant that suggests or sends replies to incoming messages, with safety rules and human handover.
18Knowledge baseTrain your AI assistants with FAQs, website pages and documents, and keep the content up to date.
19Voice AI agentsSet up an AI agent that answers calls for you, write its greeting and transfer calls to your team.
20Conversation providersChoose which provider sends the SMS and emails you write from Conversations.
21Labs (beta features)Try features that are still in development, and learn what to watch out for before you turn them on.
22Audit logsSee who created, changed or deleted which record and when — and use it for GDPR accountability.
23Brand boardsKeep your clinic's logos, colours and fonts in one place for consistency across all materials.

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