Account Settings

Configure Better Clinics to streamline clinic operations

27 articles in this collection
Written by Trentenn and Luke Sorbara

Locations

Add Business & Clinic Details

Set up Businesses & Locations, add Tax options (e.g. GST & VAT), and brand client PDF invoices.

Written by Luke Sorbara
Updated over a week ago

Add Locations

Set up unlimited locations for your business. Create separate calendars for each location for accurate booking management.

Written by Luke Sorbara
Updated over a week ago

Set up Invoices

Put your best step forward. Set up invoices with your business details. Brand your invoices. Learn how

Written by Trentenn
Updated over a week ago

Add a Logo to your Invoice

Customise your PDF Client Invoices with your logo & clinic details & look great in front of your clients.

Written by Luke Sorbara
Updated over a week ago

Set your Timezone

Make sure calendars & reminders are being sent at the right time. Any calendar integrations will also be accurate

Written by Trentenn
Updated over a week ago

Team

Product Pricing by Team Member

Enable team member pricing to set different prices of products for different team members.

Written by Luke Sorbara
Updated over a week ago

Add Team Members

Manage small or large teams easily. Give Team Members controlled access to your Better Clinics account.

Written by Luke Sorbara
Updated over a week ago

Team Member Permissions

Control Team Member roles and access

Written by Luke Sorbara
Updated over a week ago

Edit, Delete or Deactivate Team Members

Team Members come and go, manage the Team changes with ease.

Written by Trentenn
Updated over a week ago

Messaging Team Members

Improve team communication with SMS and Email

Written by Luke Sorbara
Updated over a week ago

Products

Favourite Products and Appointments

Easily access the Products and Appointments you use most!

Written by Luke Sorbara
Updated over a week ago

Set up & Sell Appointments

Set up the list of appointments that you sell to your clients. Use these to streamline how you make appointments in your calendars.

Written by Luke Sorbara
Updated over a week ago

Manage Inventory

A simple step will help you manage your inventory easily

Written by Luke Sorbara
Updated over a week ago

Import Products

Import your Appointment and Merchandise Products into Better Clinics.

Written by Luke Sorbara
Updated over a week ago

Free Appointments or Merchandise

A quick guide to managing no cost items.

Written by Luke Sorbara
Updated over a week ago

General Settings

Client visibility

Make clients unique to each of your businesses.

Written by Luke Sorbara
Updated over a week ago

Setting Currency

Learn how to set currency you get paid in

Written by Luke Sorbara
Updated over a week ago

Customise your Clinical Note Templates

Standardise note taking across your business and team members

Written by Luke Sorbara
Updated over a week ago

Manage the Payment Options you accept

Add the payment options you accept from clients and record them on invoices

Written by Luke Sorbara
Updated over a week ago

How Better Clinics manages Uploads and Attachments

We secure attachments and ensure we store them in your region

Written by Luke Sorbara
Updated over a week ago

Add a Supplier

Have suppliers to your clinic? Learn how to add them

Written by Luke Sorbara
Updated over a week ago

Account Lockout Policy

Repeat failed password attempts will force a security feature of Better Clinics.

Written by Luke Sorbara
Updated over a week ago

Billing

Changing Plans

Plans can be updated in real time, here's how

Written by Trentenn
Updated over a week ago

How are SMS billed?

SMS can be used for marketing campaigns, one-off client messages and client appointment reminders.

Written by Trentenn
Updated over a week ago

Integrations

Accounting Software Integrations

Streamline managing clinic financials with direct integration with Accounting Software Xero, QuickBooks (QBO), Reckon One & IPA Books+

Written by Luke Sorbara
Updated over a week ago

Messaging

SMS and Email Settings

Improve open rates & business branding

Written by Luke Sorbara
Updated over a week ago

Marketing & Reminder Templates

Save time & create standardised marketing & reminder templates

Written by Luke Sorbara
Updated over a week ago