Settings
Clinic settings.
Who this is for
Section titled “Who this is for”Clinic admins (some tabs). Staff see only what their role allows.
How to open it
Section titled “How to open it”Workspace → Settings
What it is for
Section titled “What it is for”Branding, email and SMS, intake forms, calendar, Square / Cash App / Venmo, counselors, and activity.
Connect Square and card-fee rules live under the payments settings tab. See also Automatic charging.