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Step 7 of the setup checklist. These four details — name, address, phone and email — are what appear on your prescriptions, invoices, booking page and outgoing email, so an incomplete profile is visible to clients long before you notice it.

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The fast way — auto-fill

The Complete your clinic profile card on Get Started has a second action under the main button: Auto-fill from account. It copies details you already gave during signup.
1

Select Auto-fill from account

A toast confirms what happened: Profile auto-filled — “{fields} added from your account” — or Profile already has data, “Nothing new to auto-fill — edit directly from Settings.”
2

Check what it filled

Auto-fill only copies what you gave at signup, so it will not invent an address you never entered. Open Settings › General Settings and finish anything still blank.

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Fill it in by hand

1

Open General Settings

Settings › General Settings shows the card General Information — “Your clinic’s basic information and regional preferences.”
2

Add your branding

Under Clinic Branding, upload a Clinic Logo — “Used on prescriptions, invoices, and general clinic branding.”
3

Fill the four required details

Clinic Name, Address, Phone Number and Email Address. The checklist step only ticks when all four hold something.Address is a single free-text box, so write it as you would on a letter — the whole address in one field, including the postcode.
4

Set your timezone

Timezone — “Used for scheduling and appointment reminders.” Get this right before you book anything: it decides what time a reminder is sent and what time a slot means.
5

Add the optional extras

Website, and Clinic Description — “This description may be shown on your public booking page.”
6

Save

Select Save Changes. The toast reads Clinic settings updated successfully.

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Set your currency too

Currency is not on this tab. It lives under Settings › Billing & Plans, as Currency — “Currency for all transactions. Search by name or code.”
Set the currency before you price services or issue an invoice. Every amount in your clinic is displayed in this currency, and changing it later does not convert the numbers already recorded.

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Check it worked

  • General Information shows all four fields filled after a reload.
  • The Get Started checklist ticks Complete your clinic profile.
  • Your booking page shows the right contact details — its Content tab carries its own copies, so check those too if the page is already live.

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If something goes wrong

Only the clinic owner can edit the profile. Everyone else sees it read-only. Ask the owner, or have them transfer ownership — see Roles.
It checks all four of name, address, phone and email. A field containing only spaces reads as empty. Re-enter anything you are unsure of and save again.
There was nothing new to copy. Finish the remaining fields in Settings › General Settings by hand.
The booking page holds its own Contact Information, edited in Settings › Booking Page Designer › Content, and republished from there.
Upload a square image with a transparent or white background. It is scaled to fit the document header, so a wide banner is cropped small.
The rest of the settings — notifications, security, portal and payments — are covered in Business profile.