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Your business profile is what the outside world sees. The name, address, phone number and email on this tab are printed on invoices, receipts and reports, and shown on your public pages — so an empty field is a blank line on a document a patient or customer is holding.

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Fill in the profile

1

Open Settings and stay on General

General is the first tab, and the one you land on by default. The card is headed General Information — “Your clinic’s basic information and regional preferences”. The label says clinic whichever edition you run.
2

Add your logo

Under Clinic Branding, upload a Clinic Logo. It is used on prescriptions, invoices and general branding. Keep it square, under 5 MB, and in JPEG, PNG, WebP or GIF.
3

Enter the four fields that matter

Clinic Name, Address, Phone Number and Email Address. These four are what a document needs to be usable — an invoice with no phone number is an invoice nobody can query.
4

Set your Timezone

Choose the timezone you actually operate in. Read the section below before you skip this one.
5

Add the optional detail

Website and Clinic Description are optional. The description is worth writing if you publish a booking page, a store or a membership page — it is the text a visitor reads first.
6

Select Save Changes

Everything on the tab saves together.

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The Auto-fill shortcut

The setup checklist under Your setup carries a step called Complete your <business> profile, and that step offers Auto-fill from account — it copies the details you already gave at signup straight into the profile so you are not typing your own address twice.
  • If it filled anything in, you get Profile auto-filled and the fields are populated for you to check and save.
  • If your profile already has those details, you get Profile already has data and nothing is overwritten.
Auto-fill is a head start, not a substitute for reading what it wrote. Check each field before you save.

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Get the timezone right the first time

Timezone is described in the product as “Used for scheduling and appointment reminders”, and that undersells it. It decides:
  • What time an appointment is, on the calendar, in a reminder email and on the patient’s own confirmation.
  • Where the day ends for sales and takings — a sale rung up after your business day boundary lands in tomorrow’s totals.
  • When a scheduled dose is due on a ward drug chart.
A wrong timezone almost never announces itself. It shows up as work landing on the wrong day: yesterday’s evening sales appearing in today’s figures, a reminder arriving at four in the morning, a dose showing as due at the wrong end of a shift. Set it before you start operating, and if you have already been running, change it at a quiet moment and check the next day’s figures.

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Check it worked

  • The General tab shows your details after a page reload.
  • The setup step Complete your <business> profile is ticked. That step completes when the name, address, phone number and email are all present.
  • Download or print an invoice — see Billing — and confirm the header shows your name, address and phone.
  • Open your public booking, store or membership page and confirm the contact details are yours.

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If something goes wrong

You are not an owner. Managers and staff can read the General tab but only an owner can change it. See Roles.
All four of name, address, phone number and email must be filled in. One blank field leaves the step open. Check the phone and email in particular — they are easy to skip past.
The uploader takes JPEG, PNG, WebP and GIF at up to 5 MB. A PDF, an SVG or a photo straight off a phone camera will be refused or too large. Export a square PNG and try again.
Documents already issued keep the details they were issued with — that is deliberate, a reissued invoice must not silently change. New documents pick up the new profile.
Check the timezone on this tab first, then check the individual’s own timezone in your profile. The workspace timezone is what schedules and reminders are built from.
This tab uses the same wording in every edition. Clinic Name is your pharmacy or lab name; nothing else about it differs.