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
Click Settings in the sidebar. Settings are organised into tabs:
| 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.
The Fees tab is where you configure how invoices are presented and set up quick-add service options for the billing team.
Select the currency symbol shown on all invoices (default: ₹). This applies across the entire clinic.
If your clinic charges GST or another tax:
18 for 18% GST).Tax is automatically calculated and shown as a separate line on every invoice.
Enter your clinic's UPI address if you collect payments via UPI. This is printed on invoices for patient reference.
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:
To remove a fee, click the delete (trash) icon next to it and save.
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 mid-cycle cancels your current subscription and starts the new one straight away. Access is never interrupted.
Below the plan cards, a Subscription History table shows all past and current subscriptions with their dates and status — useful for reconciling billing records.
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