Add and manage Clinics

Setting up a new clinic is easy, but accuracy is important. Your clinic details are used in a number of places, including merge fields for SMS and email reminders and letters.

Adding a Clinic:

  1. Go to Settings > Clinics.
  2. Click the green ‘Add Clinic’ button.
  3. A pop-up will show with a number of fields needed to create your clinic. Click ‘Add Clinic’ once the fields are correct.

Editing Clinic details:

  1. Go to Settings > Clinics.
  2. Select the clinic you would like to edit. This will take you to the clinic dashboard.
  3. Click ‘Edit Profile’.
  4. A pop-up will show where the clinic details can be changed. Click ‘Update Clinic’ to save.


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