Organisation Settings

Navigate to organisation settings

Alert types

Appointment Type Blockouts

Appointment types overview

Add an appointment type

Assign users to an appointment type

Add, edit or remove an outcome

Set patient reminders

Set patient confirmations

Edit an appointment type

Sales opportunity

Delete an appointment type

Disabled days for an appointment type

Audiometers overview

Add an audiometer

Edit or delete an audiometer

Audit Log

Booking widget overview

Enabled days

Email notification (booking widget)

Form fields

Time slot settings

Appointment types order

Payments & Deposits

What are brands?

Add brand

Edit or delete a brand

Calendar Settings (organisation)

Clinics overview

Add clinic

Edit or delete a clinic

Email template overview

Create email template

Edit or delete an email template

Upload documents as email attachments

Patient data export

Transactions data export

Xero data export

Documents & Images overview

Add upload type

Edit and delete upload types

Fitting receipt settings

Finance overview (organisation)

VAT & currency settings

Invoice settings

Add invoice declaration

Edit or Delete an invoice declaration

Payment Methods

Declaration variables

Terms & Conditions

Xero integration

Form & Input setting overview

Edit patient form

Patient form fields

Edit order form (deprecated)

Add a custom form

Edit or delete a custom form

How note snippets work

Add a note snippet

Edit or delete a note snippet

Appointment form settings

What are Groups?

Add a group

Edit a groups details

Group permissions

Manage users in a group

Delete a group

Clinic only appointment visibility

Holidays & Unavailability (organisation)

Lead type overview

Add a lead type

Edit or delete a lead type

Hide patient financial information

Show full patient details by default

Patient note alert style

Products & Services overview

Add or import hearing aid

Edit or delete a hearing aid

Add or import accessory

Edit or delete an accessory

Add or import a service

Edit or delete a service

Product warranty

What are resources?

Add resource

Edit or delete a resource

Users overview

Add new user

Logging in as an invited user

Edit a user

Delete a user

Reset a user's password

Manage a users schedule

Manage a users work areas

Upgrade user to Org Owner

Assign a user to multiple appointment types

Workflow explained

Edit workflow

Add status

Edit status

Status transitions

Secondary workflow