11 ARTICLES

Manage your clinic

Configure the clinic experience and access with care.

Public booking

Set up the booking sitePrepare the public booking experience for patients.Manage services and appointment availabilityKeep public choices aligned with the clinic calendar.Preview and publish booking changesCheck the patient view before it goes live.

Organisation and branch settings

Manage organisation detailsReview settings that affect the whole clinic organisation.Manage payment methods, templates, print setup, and test typesKeep branch tools aligned with clinic policy.

Users and access

Add or manage a userGive staff the role and access they need for their work.Reset access and passwordsHelp a user regain access through the approved flow.Review system logsTrace important changes through the available audit record.

Integrations and personal settings

Configure integrations and e-invoicingSet up external connections and invoice settings carefully.Update your profileKeep your own account details current.Personalise your Cleos layoutArrange the page to suit your daily tasks.