General Settings is the clinic's defaults: currency, time zone, calendar hours, what you call patients, how long a screen stays signed in. Most are set once and never touched again.
Where it is
Open Settings, then General Settings. The page is for the whole clinic; anything that differs per location, such as address, opening hours and fees, is under Business Information. Save with the button at the end; Settings updated successfully confirms it.
The settings
| Group | Setting | What it does |
|---|---|---|
| Account information | Business name | The clinic's name; appointment messages use it for the Business Name placeholder. |
| Contact information | First name, Last name, Business email, Phone number | The business email handles administrative and billing issues and receives automated notifications such as low SMS credit alerts. |
| Location & time | Country, Currency, Default time zone | Currency applies to every price and invoice. The time zone is the default for new locations and for reports. |
| Appointment calendar | Patient or client | What your team calls the people you treat: Patient or Client. Only staff see it, and each person sees a change the next time they sign in; booking pages and messages to patients still say patient. |
| Appointment calendar | Calendar visible hours | Range shown on the scheduler by default, for example 07:00 to 20:00; appointments outside it still exist, you scroll to them. |
| Appointment calendar | Time slot size | Interval between bookable slots on the scheduler: 15, 20, 30 or 60 minutes. Online booking steps by each appointment's own length instead. |
| Appointment calendar | Business weekends | Days treated as non-working for scheduling: Friday - Saturday, Saturday - Sunday, Friday, or Saturday. Reminder and follow-up Skip weekends always means Saturday and Sunday, whatever is chosen here. |
| Appointment calendar | 12-hour format | 12-hour or 24-hour clock everywhere. |
| Cancellations | Minimum notice period | How close to the appointment a patient can still cancel from their link or the booking site. Inside it, they must call. Fees are set per location. |
| Communication | Default automatic messages | None, SMS, Email or SMS & Email for newly created patients. Apply to all patients resets every existing patient to this value too, so use it knowingly. |
| Security | Auto sign-out after inactivity | 1 hour, 2 hours, 3 hours or Never sign me out, for every user. |
| Security | Require 2FA | Users without two-factor authentication will be restricted until they enable it. See Enforce clinic-wide security settings. |
General Settings with Patient or client set to Patient, a 15-minute slot size and a 1-day notice period.
Apply to all patients overwrites every patient's choice. It resets the Automatic messages setting on every existing record, including patients who asked for SMS only or for nothing. Use it on a new clinic, not a running one.