> ## 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.

# Complete your business profile

> Set the name, address, phone and email that appear on every invoice, receipt and report, and get your timezone right before you start.

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={['all']} plans="All plans" roles="Owner" />

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.

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

<TaskHeader before="Owner access — everyone else sees this tab read-only" time="3 minutes" after="A complete profile, and documents that carry your real details" />

## Fill in the profile

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Set your Timezone">
    Choose the timezone you actually operate in. Read the section below before you skip this one.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Select Save Changes">
    Everything on the tab saves together.
  </Step>
</Steps>

## 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.

## 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.

## 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](/clinic/revenue/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.

## If something goes wrong

<AccordionGroup>
  <Accordion title="The fields are greyed out and I cannot type in them">
    You are not an owner. Managers and staff can read the **General** tab but only an owner can change it. See [Roles](/platform/team/roles).
  </Accordion>

  <Accordion title="The setup step still shows as incomplete">
    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.
  </Accordion>

  <Accordion title="The logo will not upload">
    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.
  </Accordion>

  <Accordion title="My old details are still on a document">
    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.
  </Accordion>

  <Accordion title="Appointments are showing an hour out">
    Check the timezone on this tab first, then check the individual's own timezone in [your profile](/platform/account/profile). The workspace timezone is what schedules and reminders are built from.
  </Accordion>

  <Accordion title="The labels say 'Clinic' but I run a pharmacy or a lab">
    This tab uses the same wording in every edition. **Clinic Name** is your pharmacy or lab name; nothing else about it differs.
  </Accordion>
</AccordionGroup>

<StillStuck />