What this page does

The General Settings page (/settings/general-setting) is where clinic-wide defaults live. Rather than one long form, it's organized into four tabs — General, Calendar, Communication, and Security — grouping related settings so you can find what you need without scrolling through everything else.

What you'll learn
  • What each of the four tabs is for
  • That General covers clinic-wide defaults
  • That Calendar covers scheduling defaults
  • That Communication covers default notification preferences
  • That Security covers clinic-level security settings
General Settings page with tab navigation
The General Settings page showing the General, Calendar, Communication, and Security tabs across the top, with the General tab active.
This article is a map, not a field-by-field reference The sections below describe what each tab is for so you know where to look for a given setting. Exact field names can vary as the product evolves — if you're looking for a specific option, open the relevant tab and scan its fields directly.

General tab

The General tab holds clinic-wide defaults — the baseline settings that apply across your clinic unless something more specific overrides them elsewhere (such as a location-level setting under Business Information). Think of it as the starting point for how your clinic behaves out of the box.

Calendar tab

The Calendar tab holds scheduling defaults for the appointment calendar — the kind of settings that shape how the scheduler looks and behaves by default, such as default appointment slot sizing and which day the week starts on. These defaults apply across the scheduler until adjusted elsewhere for a specific practitioner or location.

Communication tab

The Communication tab holds your clinic's default notification preferences — the baseline for how and when ClinyPal communicates with patients and staff before any message-specific or template-specific settings are applied.

Security tab

The Security tab holds clinic-level security settings — the kind of clinic-wide controls that affect account safety for everyone on your team, such as session timeout behavior and password policy requirements.

Frequently asked questions

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