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Where to find clinic practice settings
Use Practice in the clinic navigation, then search or select a settings section.
| Section in Practice | What it contains |
|---|---|
| Practice / Identity | Clinic details and timezone / logo and brand colours. |
| Booking / Messaging / Documents / Email | Booking policies, office-message rules, patient upload settings, and email sender and templates. |
| Services & Rates / Hours / Locations | Appointment services, prices, client fees and offers; clinic hours and requests; offices and rooms. |
| Intake | The clinic's intake questions and consent forms. |
| Billing / Subscription / Pay schedule | Payment setup and invoicing preferences; the CoCharts subscription; payroll period dates. |
| AI usage / Copilot / Import / Activity Log | AI allowance and usage, assistant visibility, patient imports, and event history. |