Overview
Once your account is approved and you have logged in for the first time, the next step is setting up your clinic. This page covers your clinic profile, visual branding, operating hours, and payment instructions that appear on patient-facing documents. Admin only — Only users with the Admin role can modify clinic settings.Clinic profile
Navigate to Settings > Clinic to configure your clinic’s core information.Required fields
| Field | Description |
|---|---|
| Clinic name | The display name shown throughout the platform |
| Legal name | Your clinic’s registered legal entity name |
| Tax ID | Your tax registration number (NTN or equivalent) |
| The clinic’s primary contact email | |
| Phone | The clinic’s primary contact phone number |
| Address | Street address of your clinic |
| City | The city where your clinic is located |
Optional fields
| Field | Description |
|---|---|
| Website | Your clinic’s website URL |
The legal name and tax ID appear on invoices and official documents. Ensure these
match your business registration exactly.
Branding
Customize how the platform looks for your clinic and your patients. Navigate to Settings > Clinic > Branding to configure these options.Logo and favicon
Upload your clinic’s logo and favicon to personalize the platform:- Logo — Displayed in the sidebar, reports, and patient-facing documents
- Favicon — The small icon shown in browser tabs
Brand color
Set your clinic’s primary brand color using a hex color code (e.g.,#2563EB). This
color is used for:
- Navigation highlights and active states
- Buttons and interactive elements
- Accent colors throughout the interface
Theme presets
Choose from available theme presets to quickly style your workspace. Theme presets adjust the overall color palette and typography while respecting your custom brand color.Brand color and theme changes apply immediately for all staff members in your clinic.
Operating hours
Configure your clinic’s operating hours under Settings > Clinic > Operating Hours. The schedule is used for appointment booking, availability display, and scheduling validation.Setting your schedule
For each day of the week (Monday through Sunday):- Enable or disable the day — toggle whether your clinic is open
- Set opening time — when your clinic starts accepting patients
- Set closing time — when your clinic stops accepting patients
Payment instructions
Configure the payment details that appear on invoices, receipts, and patient billing documents. Navigate to Settings > Clinic > Payment Instructions.Available fields
| Field | Description |
|---|---|
| Bank name | The name of your bank |
| Account name | The name on the bank account |
| IBAN | Your International Bank Account Number |
| EasyPaisa number | Your EasyPaisa mobile wallet number |
| JazzCash number | Your JazzCash mobile wallet number |
| Additional notes | Free-text notes (e.g., “Include invoice # as ref”) |
Where payment instructions appear
Your payment instructions are automatically included on:- Patient invoices (PDF and on-screen)
- Payment receipts
- Any billing-related communications sent to patients
Currency
The platform defaults to PKR (Pakistani Rupee) for all financial transactions, invoices, and reports. Currency is set at the platform level and applies uniformly across your clinic.Frequently asked questions
Can I change my clinic name after setup?
Can I change my clinic name after setup?
Yes. Navigate to Settings > Clinic and update the clinic name at any time. The
change takes effect immediately across the platform.
Can I set up multiple branches?
Can I set up multiple branches?
Multi-clinic support is available on the Pro+ and Enterprise plans. Each branch
has its own profile, operating hours, and branding. See
Trial & Subscription Plans for plan details.
What image formats are supported for the logo?
What image formats are supported for the logo?
PNG, JPG, and SVG files are accepted. We recommend PNG or SVG with a transparent
background for the best appearance across light and dark themes.
Can I accept payments in currencies other than PKR?
Can I accept payments in currencies other than PKR?
Currently, our support teams PKR only. Multi-currency support may be available in
future releases.
Do patients see my operating hours?
Do patients see my operating hours?
Yes. Operating hours are visible in the patient portal and affect available time
slots when patients request appointments online.
Related articles
- Inviting Staff — Add your team members to the clinic workspace
- Roles & Permissions — Control who can access and modify clinic settings
- Trial & Subscription Plans — Understand feature availability across plan tiers

