> ## 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 clinic profile

> Fill in your practice's name, address, phone number and email so clients, documents and invoices all show the right details.

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={['clinic']} plans="Solo and Team" roles="Owner — other staff see the fields but cannot edit them" />

Step 7 of the [setup checklist](/practice/get-started). 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.

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

<TaskHeader before="Owner access. Your practice's public contact details" time="3 minutes, or seconds with Auto-fill from account" after="A complete profile, and the checklist step ticked" />

## 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.

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

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

## Fill it in by hand

<Steps>
  <Step title="Open General Settings">
    **Settings › General Settings** shows the card **General Information** — "Your clinic's basic information and regional preferences."
  </Step>

  <Step title="Add your branding">
    Under **Clinic Branding**, upload a **Clinic Logo** — "Used on prescriptions, invoices, and general clinic branding."
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Add the optional extras">
    **Website**, and **Clinic Description** — "This description may be shown on your public booking page."
  </Step>

  <Step title="Save">
    Select **Save Changes**. The toast reads **Clinic settings updated successfully**.
  </Step>
</Steps>

## 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."

<Warning>
  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.
</Warning>

## 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](/practice/get-started/booking-page) shows the right contact details — its **Content** tab carries its own copies, so check those too if the page is already live.

## If something goes wrong

<AccordionGroup>
  <Accordion title="The fields are greyed out and there is no Save button">
    Only the clinic owner can edit the profile. Everyone else sees it read-only. Ask the owner, or have them transfer ownership — see [Roles](/platform/team/roles).
  </Accordion>

  <Accordion title="The step has not ticked but everything looks filled">
    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.
  </Accordion>

  <Accordion title="Auto-fill said 'Profile already has data'">
    There was nothing new to copy. Finish the remaining fields in **Settings › General Settings** by hand.
  </Accordion>

  <Accordion title="My booking page still shows the old address">
    The booking page holds its own **Contact Information**, edited in **Settings › Booking Page Designer › Content**, and republished from there.
  </Accordion>

  <Accordion title="The logo looks wrong on invoices">
    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.
  </Accordion>
</AccordionGroup>

<StillStuck topic="clinic settings" />

The rest of the settings — notifications, security, portal and payments — are covered in [Business profile](/platform/settings/business-profile).