Guided setup
Your guided setup is a quick start guide to help you customise your account to suit your needs. You can return here any time to see your settings in one place.
My details
Here you can customise your business details, availability and health fund provider numbers.
CustomiseServices
Add or edit services you offer including setting their duration, buffer times, colour codes, reminders and whether online bookings are permitted.
CustomiseProducts
Do you sell products? Add them here to get notifications when stock levels are low and specify if clients can re-order prescribed products.
CustomiseReminder messages
By default your reminders are set to go 24 hours before any booked appointment via SMS and email. Customise the wording and timing here.
Customise {{-- --}}Booking Confirmations
By default booking confirmations are set to go via SMS and email. Customise the wording and timing here.
Customise {{-- --}}Welcome email
Welcome emails are a great opportunity to let your clients know important details about their first appointment and what to expect. By default your welcome email is set to be sent at the time of first booking. Customise your wording here.
Customise {{-- --}}Online bookings
By default online bookings are set to off. If you would like to switch them on or customise your booking link, you can do so here.
Customise {{-- --}}Telehealth
Do you offer Telehealth consultations? By default we'll send instructions on how to join your Telehealth sessions via email and SMS 15 minutes before the appointment start time. Adjust your settings here.
Customise {{-- --}}Invoices
We have provided default wording that will be sent for paid and unpaid invoices. You can adjust this and other invoice settings here.
Customise {{-- --}}Custom online intake forms
Want to reduce your data entry? Our default intake forms are automatically sent via sms and email. All data entered by your clients in their intake form, will automatically save into their client card. You can adjust wording, fields, delivery method and link to specific services here.
Customise {{-- --}}Custom treatment note templates
Every booked appointment will be linked to our default treatment notes template. You can turn on and off our pre-set fields, or add your own custom fields or segments.
Customise {{-- --}}