Account Settings

Configure Better Clinics to streamline clinic operations

26 articles in this collection
Written by Adam, Liv, and Trentenn

Locations

Add Business & Clinic Details

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

Written by Adam
Updated over a week ago

Add Locations

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

Written by Adam
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 Liv
Updated over a week ago

Accounting Software Integrations

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

Written by Adam
Updated over a week ago

Set your Invoice label

Tax Invoice, Invoice, or Receipt - it's up to you

Written by Liv
Updated over a week ago

Team

Add Team Members

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

Written by Adam
Updated over a week ago

Team Member Permissions

Control Team Member roles and access

Written by Adam
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 Adam
Updated over a week ago

Team Availability

Set calendar availability for your team members

Written by Adam
Updated over a week ago

Products

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 Adam
Updated over a week ago

Manage Inventory

A simple step will help you manage your inventory easily

Written by Liv
Updated over a week ago

Import your products

Import your appointment and merchandise products quickly into Better Clinics

Written by Liv
Updated over a week ago

Free appointments or merchandise

A quick guide to managing No Cost items

Written by Liv
Updated over a week ago

General Settings

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

Setting Currency

Learn how to set currency you get paid in

Written by Liv
Updated over a week ago

Customise your Clinical Note Templates

Standardise note taking across your business and team members

Written by Adam
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 Trentenn
Updated over a week ago

How Better Clinics manage uploads and attachments

We secure attachments and ensure we store them in your region

Written by Adam
Updated over a week ago

Add a Supplier

Have suppliers to your clinic? Learn how to add them

Written by Adam
Updated over a week ago

Account Lockout Policy

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

Written by Adam
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

Messaging

SMS Settings

Brand your SMS to improve SMS open rates & business branding

Written by Adam
Updated over a week ago

Marketing & Reminder Templates

Save time & create standardised marketing & reminder templates

Written by Adam
Updated over a week ago