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.

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, 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.

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.

Gift Certificate Settings

Set the default expiry, choose or upload a certificate background, customize the certificate text, and preview the PDF.

Health Questionnaire

Build the health questionnaire clients fill out — sections, questions, question types, required fields, and therapist-only sections.

Service Notes Form

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

Marketplace Profile

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