Article 2 of 4

Clinic administrators only

How to manage clinic services, rates, and locations

Prepare the clinic catalog and offices before assigning them to providers.

  1. Open Practice → Services & Rates

    Add or edit appointment services, durations, prices, and telehealth availability. Use Client fees for patient-specific rates and Offers for promotions.

  2. Open Practice → Locations

    Add the offices and rooms used for in-person visits, with their correct address details.

  3. Assign providers

    Open each provider in Staff to assign the services and locations they use. Review their hours before publishing availability.