Manage settings
Review account controls, locations, services, agreements, and activity history.
Use Settings to update account details, configure online booking, manage services and locations, and review account records.
Update the account name, professional details, practice name, timezone, and currency shown in Profile settings.
Use Security to review password, data-download, data-removal, and account-closure controls. Read the full scope before using a destructive control.
Use Billing to check the plan currently shown for the account. Use Team to review Team plan availability and the waitlist form.
Create the physical or online locations your team uses for services and scheduling. You can also review and update existing locations from Settings.
Create a service card with the duration, price, billing code, location, and online-booking options your team needs. You can also edit or duplicate an existing service from Settings.
Use Agreements to check the status, version, and document record for agreements associated with the account.
Use History to find logged organization activity by record type, action, status, or date.
