Settings

Settings overview

Where to find every business and personal setting, and how saving works.

Business information

Set your name, logo, brand color, booking address, payment methods, contact, and billing.

Services

Create categories and services, set durations, prices, colors, buffers, and per-employee pricing.

Forfaits (multi-service packages)

Bundle several services into one visit: per-service prices, adjustable time between services, and a single booking for your client.

Online sessions (video calls)

Offer a service by video call: each booking gets its own Google Meet link, or your own meeting link, and your client gets a Join button.

Locations

Add clinic addresses and at-home service areas, set hours, assign services, and add photos.

Personal settings

Your professional profile, receipt types, working hours, calendar sync, and notifications.

Regional

Set your timezone, the language used for client emails, and which languages your business supports.

Booking Policy

Control booking windows, lead times, approval, cancellation policy, waiting list, receipts, reviews, price display, and no-show protection.

Taxes

Turn on GST/QST and enter your registration numbers so taxes apply to taxable services.

Subscription

Choose a plan, manage billing, switch between monthly and yearly, and buy employee licenses.

Referrals

Invite other therapists with your referral code, earn a free month, and follow each referral.

Email Notifications

Set up the automated emails your business sends — booking confirmations, reminders, follow-ups, and more.

SMS Notifications

Turn on automated text messages — booking reminders, completion follow-ups, and waiting-list alerts.

Accounting Settings

Turn on the Accounting tab and set your fiscal year, home-office and vehicle business-use percentages, and per-category deduction rates.

Health Questionnaire

Build the health questionnaires clients fill out — sections, questions, question types, required fields, therapist-only sections, and a different questionnaire for some services.

Service Notes Form

Build the form therapists fill out for each service note — sections, fields, field types, and restore defaults.

Client files

Choose what appears in your clients' profiles — like the Documents tab for medical reports and forms.

Marketplace Profile

Set up your public directory listing — profession type, visibility, cover image, tagline, About text, specialties, and clientele.