Appearance
Manage centre settings
Administrators use Settings to maintain the centre information and the settings that affect agenda, invoicing, notifications, specialties, and time registry.
How to update centre and invoicing information
- Open Settings.
- In the centre data section, update commercial details such as name, address, phone, email, and image.
- Open invoicing details to update the invoice issuer information, tax identification, address, professional registration details, legal notice, or equivalence surcharge options as required.
- Select Save for the section you changed.
How to configure operational settings
- Open Settings.
- Choose the available card for Agenda, notifications, specialties, invoicing, or time registry.
- Complete the fields required for that area, then select Save.
Important information
Some settings are available only to administrators. The application also provides a user-settings view for non-administrator users, which contains only settings available to that account.
Troubleshooting
- Complete all mandatory fields before saving.
- If a configuration option is not visible, check whether your account is an administrator account or has the required access.