Settings overview
See what every section of the Settings menu does and jump straight to its guide, all on one page.
4 min read
Settings is where you run your clinic's MedicalGrow account: your team, permissions, calendars, WhatsApp and phone connections, custom fields and activity history all live here. This page explains every menu item in one line and points you to its full guide.
Note
Most Settings pages are visible only to users with the Admin role. If you can't see a menu item, ask your clinic manager for access. More: Roles and permissions.
How the Settings menu is organised
Click Settings at the bottom of the main left menu and a sub-menu with three groups opens next to it. The sub-menu stays visible on every settings page.
- My Business — your clinic, your own profile, billing, your team and your pipelines.
- Business Services — calendars, AI assistants and communication services such as email, phone and WhatsApp.
- Other Settings — custom fields, reusable values, tags, scoring, domains, integrations and activity history.
My Business
| Menu item | What it's for |
|---|---|
| Business Profile | Clinic name, address, time zone, logo and contact details. → Business profile |
| My Profile | Your name, photo, password, two-factor authentication and signature. → My profile |
| Billing | Your plan, invoices and payment method. → Billing |
| My Staff | Add team members and set their roles and permissions. → Add users to your team |
| Opportunities & Pipelines | Pipeline list, duplicate opportunity rules and lost reasons. → Opportunity & pipeline settings |
Business Services
| Menu item | What it's for |
|---|---|
| Calendars | Create consultation, check-up and procedure calendars. → Create a calendar |
| Conversation AI | An AI assistant that replies to messages automatically. → Conversation AI |
| Knowledge Base | Clinic information the AI uses when answering (FAQs, pricing policy, treatment descriptions). → Knowledge base |
| Voice AI Agents | AI voice assistants that answer the phone. → Voice AI agents |
| Email Services | Your sender address and email domain verification. → Email services |
| Phone System | Phone numbers, call forwarding and voicemail. → Phone system |
| Your WhatsApp Business API connection and number. → WhatsApp Business API |
Other Settings
| Menu item | What it's for |
|---|---|
| Objects | Define your own record types beyond patients and opportunities (e.g. treatment packages). → Objects |
| Custom Fields | Add your own fields to the patient record and opportunities (treatment interest, arrival date, X-ray…). → Custom fields |
| Custom Values | Shared details reused in templates, such as the clinic address or map link. → Custom values |
| Manage Scoring | Rules that score how engaged each patient is (lead scoring). → Lead scoring |
| Domains & URL Redirects | Connect your own domain and set up redirects. → Domains |
| Integrations | Connections such as Facebook, Instagram, Google and TikTok. → Integrations overview |
| Conversation Providers | Providers used to send SMS and email. → Conversation providers |
| Tags | Create, rename and delete every tag in one place. → Tag management |
| Labs | Turn beta features on or off. → Labs |
| Audit Logs | Who changed what, and when — the activity history. → Audit logs |
| Brand Boards | Brand assets such as your logo, colours and fonts. → Brand boards |
Suggested order for a new clinic
You don't need to set everything up on day one. This order gets you talking to patients as quickly as possible:
- Enter your clinic details and time zone in Business Profile.
- Add your team in My Staff — MedicalGrow includes unlimited users.
- Connect your messaging channels in WhatsApp and Integrations.
- Build your patient journey pipeline in Opportunities & Pipelines.
- Tailor the patient record to your clinic with Custom Fields and Tags.
Tip
If you have coordinators who speak German, English and Arabic, decide which language group each person will handle before you add them. The Multilingual team playbook gives you a ready-made setup.
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