A collection of articles to help with your practice admin


NotificationsHow to turn on Desktop Notifications and Troubleshooting Desktop Notification Error
Bulk Editing AppointmentsHow to edit a group of appointments in one go, such as to inform all patients of a cancellation by the practice.
Site SettingsSettings for your site: Opening Hours, Name & Address, Default Payment Plan, Logo, Referrals
Booking AppointmentsHow to book an appointment from the calendar and the Treatment Plan
Booking Time OffHow to create block bookings in the Calendar to prevent appointment booking
RotasUse Rotas to build practitioner calendars, set working patterns, holidays, cleaning breaks.
How to audit a patients appointmentLet's take a look at how you can audit a specific appointment against a patient to see the journey of that appointment.
Book Annual leaveUse Appointment Reasons to book annual leave and long holidays in the Calendar
Blocking out the CalendarHow to block out your calendar to prepare for meetings, holidays, training etc...