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Organisation Settings

Configure your practice information, locations, and branding.

Accessing Organisation Settings

Navigate to Settings > Organisation to manage your practice details.

Organisation Profile

Basic Information

  • Organisation Name - Your practice or clinic name
  • Type - Private practice, hospital, clinic, etc.
  • Website - Practice website URL
  • Phone - Main contact number

Address

  • Street address
  • City, State/Province
  • Postal/ZIP code
  • Country

Locations

Manage multiple practice locations:

Adding a Location

1

Go to Locations

Navigate to Settings > Organisation > Locations
2

Click Add Location

Click the + button
3

Enter Details

Provide location information:
  • Location name
  • Building/facility name
  • Room identifier
  • Full address
4

Save Location

Click Save to add the location

Editing Locations

Click on any location to edit its details.

Default Location

Set a default location for new appointments:
  1. Open the location
  2. Toggle “Set as Default”
  3. Save changes

Branding

Customise your reports and communications: Upload your practice logo:
  • Appears on post-operative reports
  • Displayed in patient communications
  • Recommended size: 400x200 pixels
  • Formats: PNG, JPG, SVG
1

Go to Branding

Navigate to Settings > Organisation > Branding
2

Upload Logo

Click Upload and select your logo file
3

Preview

Review how it appears on reports
4

Save

Confirm the upload

Contact Information for Reports

Set the contact details that appear on patient reports:
  • Practice name
  • Address
  • Phone number
  • Office hours
  • Website

Multiple Organisations

If you work with multiple practices:
  • View all organisations from Settings > My Organisations
  • Switch between organisations
  • Each has separate settings and data
Sub-users can be members of multiple organisations with different permission levels in each.