> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# General settings

> Set your pharmacy's name, logo, contact details and timezone, and see which receipts, invoices and takings figures change once you save.

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['pharmacy']} roles="Owner, manager or accountant" note="Only an owner can save changes here" />

This is your pharmacy's identity. The name and logo you enter here are what a customer sees on a printed receipt and on an invoice, and the timezone decides which trading day a sale is counted in.

<Path steps={['Sidebar', 'Settings', 'Pharmacy', 'General Settings']} />

<TaskHeader before="Your pharmacy's address, phone number and public email address" time="5 minutes" after="Your name and logo printing on every receipt and invoice, and takings landing on the right day" />

<Note>
  This screen is shared across every edition, so its fields are still labelled **Clinic Name**, **Clinic Logo**, **Clinic Branding** and **Clinic Description** even though everything around them says pharmacy. Nothing is wrong — look for the word "Clinic" and read it as your pharmacy.
</Note>

## What this tab controls

The card is headed **General Information** — "Your clinic's basic information and regional preferences."

| Control                                    | What it does                                                                                   | Default                  |
| ------------------------------------------ | ---------------------------------------------------------------------------------------------- | ------------------------ |
| **Clinic Logo**, under **Clinic Branding** | A square image. The hint reads "Used on prescriptions, invoices, and general clinic branding." | Empty                    |
| **Clinic Name**                            | Your pharmacy's trading name. At least two characters.                                         | The name given at signup |
| **Timezone**                               | A searchable list of every timezone. "Used for scheduling and appointment reminders."          | **UTC**                  |
| **Address**                                | Free text, several lines.                                                                      | Empty                    |
| **Phone Number**                           | Free text, so a country code or extension is fine.                                             | Empty                    |
| **Email Address**                          | Must be a valid email address.                                                                 | Empty                    |
| **Website**                                | Must be a full URL including `https://`.                                                       | Empty                    |
| **Clinic Description**                     | A short paragraph about the business.                                                          | Empty                    |

Every field here is **owner-only**. A manager or an accountant opens the same tab, sees the values filled in, finds the fields greyed out, and gets no **Save Changes** button at all.

## Set it up

<Steps>
  <Step title="Open General Settings">
    From the sidebar footer select **Settings**, then **Profile** → **General Settings**. It is the tab you land on by default.
  </Step>

  <Step title="Upload your logo">
    Under **Clinic Branding**, select the **Clinic Logo** uploader and choose a square image. Keep it simple and high-contrast — a thermal printer prints in black dots only, so a pale or detailed logo comes out as a grey smudge on an 80mm receipt.
  </Step>

  <Step title="Enter the trading name">
    Type over **Clinic Name** if it is wrong. This is the name a customer reads at the top of their receipt, so use the name on your shopfront.
  </Step>

  <Step title="Choose the timezone">
    Open **Timezone** and start typing your city — the list is searchable. Choose the zone the counter actually works in, not a head office elsewhere.
  </Step>

  <Step title="Fill in address, phone and email">
    **Address**, **Phone Number** and **Email Address** are the three that print on documents you send out. Use an email address you are happy for a customer or a supplier to reply to.
  </Step>

  <Step title="Save Changes">
    Select **Save Changes**. You get "Clinic settings updated successfully". If nothing happens, look for red text under **Email Address** ("Please enter a valid email address.") or **Website** ("Please enter a valid URL.").
  </Step>
</Steps>

## What changes once you save

| What you changed                                 | What you'll notice                                                                                                                                |
| ------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Clinic Name** or **Clinic Logo**               | Both start appearing at the top of printed and re-printed till receipts, on invoice PDFs and on invoice emails.                                   |
| **Address**, **Phone Number**, **Email Address** | Start printing on invoices and other documents you send, so a customer can find you and call you.                                                 |
| **Website** and **Clinic Description**           | Appear on the public pages your pharmacy has, where it has them.                                                                                  |
| **Timezone**                                     | Decides the boundary of the trading day — which day a sale, a payment and a cash-up are counted in on [Sales and takings](/pharmacy/money/sales). |

Three things people expect to happen and which do not:

* **Nothing already issued is re-stamped.** A receipt that has printed and an invoice PDF that has gone out keep the old name, logo and address. Only documents produced after the save carry the new details.
* **Recorded sale times do not move.** Changing the timezone changes how times are displayed and which day they group into from now on; it does not rewrite what has already been banked.
* **Your currency is not here.** That lives on [Billing and plans](/pharmacy/settings/billing), and it is a separate decision.

Colleagues see the new details on their next page load. A till running the desktop shell picks the new name and logo up on its next receipt.

## Check it worked

Reload the tab — your values should still be there. Then ring up a small test sale and print the receipt: the header should carry the new name and logo. Finally open **Sales** and confirm today's takings are bucketed under today's date and not yesterday's.

## Common issues

<AccordionGroup>
  <Accordion title="Every field is greyed out and there is no Save button">
    You are a manager or an accountant. This tab is owner-only to edit. Ask the pharmacy owner, or see [Roles](/platform/team/roles).
  </Accordion>

  <Accordion title="Save does nothing and the form stays open">
    A field failed validation. **Clinic Name** needs at least two characters, **Email Address** must be a real address, and **Website** must be a full URL starting `https://`. The message sits directly under the offending field.
  </Accordion>

  <Accordion title="Yesterday's late sales are showing on today's takings">
    The **Timezone** is wrong, or was left on **UTC**. Set it to the zone the counter works in, then reload. Past figures regroup as soon as the correct zone is applied.
  </Accordion>

  <Accordion title="The logo uploaded but receipts still print the old one">
    Only receipts printed after the upload carry it. Re-print the receipt rather than re-opening a saved copy, and on a desktop till reload the page once.
  </Accordion>

  <Accordion title="The logo prints as a grey block on the thermal printer">
    Thermal heads print black dots, not shades. Replace it with a bold, high-contrast version. See [Thermal receipt printers](/pharmacy/hardware/thermal-printer).
  </Accordion>

  <Accordion title="Someone else changed a field while I had the tab open">
    This tab refreshes itself when the settings change. If your typing is replaced mid-edit, a colleague saved at the same time — re-enter your change and save again.
  </Accordion>
</AccordionGroup>

<StillStuck />