Find your way around Account & Settings

Everything configurable lives in one place, grouped into categories.

Where to find it: Sidebar footer → Account & Settings

Steps

Open Account & Settings in the sidebar footer.
Pick a category on the left. The ones you will use most are listed below.
To configure an intake questionnaire, open Forms. Create questions yourself, or choose Import questionnaire to upload a blank Word (.docx) or text-based PDF questionnaire. Review and edit the generated interactive draft, account for all source items, use Preview questionnaire, then choose Confirm & publish questionnaire. It is unavailable to patients until published; scans and photographs are not supported.

Practice & Branding: clinic identity, portal language, country, patient numbers, logo, accent colour and practice customisations.
Scheduling & Booking: clinic time zone, appointment types, rooms, availability and booking policies.
Communication: signature and footers, dossier delivery, patient email content, automated reminders and patient portal options.
Practitioners & Team: team members, roles and sign-ins.
Billing & Invoicing: invoice settings, which follow the practice's country.
Forms: your own interactive intake questionnaires, including document import and review before publication.
Clinical modules: optional modules such as Manas & wellbeing.
AI: every AI control, switched on or off per clinic.
Privacy & Data: privacy and retention, patient data tools and the Data Processing Agreement record.
Account: plan and subscription, security and “Refer a colleague”.
Help & Getting started: the setup checklist, the demo patient, a link to this help centre, the walkthrough video and replaying the guided tour.

Some settings can only be changed by the practice owner; other seats can see them.

These guides describe the portal as it works today. They are product help, not clinical guidance.