⚙️ Clinic Settings
The Settings section lets the clinic Admin configure how the system behaves — from your clinic's name and contact details to billing preferences and patient notifications.
Accessible by: Admin only
Opening Settings
Click Settings in the sidebar. Settings are organised into tabs:
- Clinic — Clinic profile, contact details, timezone, and specialty
- Fees — Default service fees, currency, tax rate, and UPI ID
- Billing — Subscription plan and payment history
- Notifications — Automated patient reminder settings
Clinic — Clinic Profile
| Setting | What It Does |
|---|---|
| Clinic Name | Appears on prescriptions and invoices |
| Clinic Address | Printed on official documents |
| Clinic Email | Primary contact email for the clinic |
| Admin Phone | Your contact number |
| Specialty | Your clinic's medical specialty (e.g. General Practice, Dermatology, Paediatrics) — set during onboarding, editable here |
| Timezone | Ensures appointment times are shown correctly for your region |
Update the Clinic Name and Address before you start seeing patients — these appear on printed prescriptions and invoices.
Fees — Default Service Fees & Billing Settings
The Fees tab is where you configure how invoices are presented and set up quick-add service options for the billing team.
Currency
Select the currency symbol shown on all invoices (default: ₹). This applies across the entire clinic.
Tax Rate
If your clinic charges GST or another tax:
- Go to Settings → Fees.
- Enter the Tax Rate (%) (e.g.
18for 18% GST). - Click Save.
Tax is automatically calculated and shown as a separate line on every invoice.
UPI ID
Enter your clinic's UPI address if you collect payments via UPI. This is printed on invoices for patient reference.
Default Service Fees
Set up a list of common services and their standard prices. These appear as quick-add options when creating an invoice, saving time during a busy billing session.
To add a default fee:
- Go to Settings → Fees.
- Click + Add Fee.
- Enter the service name and default price.
- Click Save.
To remove a fee, click the delete (trash) icon next to it and save.
Billing — Subscription & Plan
The Billing tab shows your current subscription plan and lets you upgrade or switch plans directly.
| Info | What It Means |
|---|---|
| Plan Name | Your current subscription tier |
| Status | Active / Trial / Expired |
| Renewal Date | When your plan renews or expires |
| Auto-Renew | Whether renewal is automatic |
Upgrading or Switching Your Plan
- Scroll to the Available Plans section.
- Your current active plan is highlighted with an Active badge.
- Click Upgrade Now to move from Essential → Professional, or Switch Plan to change your billing cycle (e.g. monthly → yearly).
- Complete the payment on the checkout screen.
- Your new plan activates immediately after payment is confirmed.
Upgrading mid-cycle cancels your current subscription and starts the new one straight away. Access is never interrupted.
Subscription History
Below the plan cards, a Subscription History table shows all past and current subscriptions with their dates and status — useful for reconciling billing records.
Notifications — Patient Reminders
The Notifications tab controls whether and how patients receive automated reminders from your clinic.
| Setting | What It Does |
|---|---|
| Patient Notifications (master switch) | Enables or disables all automated patient reminders for the clinic |
| Appointment Reminders | Sends patients a reminder before their scheduled appointment |
| Follow-up Reminders | Reminds patients when a follow-up due date is approaching |
After making changes, click Save Preferences to apply them.
See the full guide for timing options, channel settings, and per-patient controls: → Patient Notifications
Tips
- Set the Timezone correctly on day one — changing it later may affect how historical appointments appear.
- Default fees are optional but save significant time in busy billing sessions.
- The Notifications tab is only visible to Admins — other roles cannot change reminder settings.