> ## 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.

# Settings

> A map of every settings tab in a solo or team practice, who can open them, and what to do when a tab you were told about is not there.

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, manager or accountant" />

Everything you configure once and then forget about lives here: your practice details, your team, how money moves, what clients see, and how your data is protected. This page is the map. Each tab on your screen has its own page in this help centre — find the tab, open its page.

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

## Getting in, and who can

**Settings** sits at the bottom of the sidebar, in the footer. Opening it needs one of three roles: **owner**, **manager**, or **accountant**. Anyone else gets a single line instead of the screen — "You don't have permission to access the settings module. Please contact your clinic administrator."

Getting in is not the same as being able to change everything. Several controls are **owner-only** even for a manager — currency, tax rate, the free-clinic switch, the whole of **General Settings**, and every action on the staff list. The control still renders; it is simply disabled, or the **Save** button is not drawn at all. If a field will not take your typing and there is no error, that is why.

On a desktop you get a left rail headed **Clinic Settings**, with the strapline "Configure your professional workspace". On a phone that rail collapses into a single dropdown at the top of the screen. The tabs are identical either way.

<Note>
  The settings screen says **Patient** in a few places where the rest of your workspace says **Clients** — the **PATIENT EXPERIENCE** section heading and the **Patient Portal** tab, for instance. It is the same people. This help centre bolds what is on your screen, so those two read "Patient" here too.
</Note>

## A link sent you to the wrong tab

Settings links carry a `?tab=` on the end, and a tab your plan or edition does not include **silently falls back to General Settings** rather than showing an error. So a link that lands you on **General Settings** when you expected something else is almost never broken — it is telling you that tab does not apply to your practice.

## The five sections

| Section                | Tabs it holds                                                                                                                         | Start with                                              |
| ---------------------- | ------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------- |
| **PRACTICE**           | General Settings · Staff & Teams · Inventory · Notifications                                                                          | [General settings](/practice/settings/general)          |
| **BILLING**            | Billing & Plans · Insurance Settings · Online Payments · Payment Details · Auto Pay · Memberships · Appointment Services · Store Page | [Billing and plans](/practice/settings/billing)         |
| **PATIENT EXPERIENCE** | Calendar Integrations · Booking Settings · Booking Page Designer · Contact Form · Patient Portal · Sharable Documents                 | [Booking settings](/practice/settings/booking-settings) |
| **AUTOMATION & AI**    | Communications · AI Settings                                                                                                          | [Communications](/practice/settings/communications)     |
| **SYSTEM**             | Security · Data Export                                                                                                                | [Security](/practice/settings/security)                 |

Two tabs come and go. **Inventory** ("Alerts, dispensing rules & reset") appears only when the Inventory care area is switched on. **Calendar Integrations** ("Sync external .ics calendars") is visible to owners and managers only — an accountant will not see it.

## Open a tab

<Columns cols={2}>
  <Card title="General settings" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/building.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=2fb11462a1b8cdaf272232e89a060f52" href="/practice/settings/general" width="24" height="24" data-path="images/icons/building.svg">
    Practice name, address, phone, email, logo, website and timezone.
  </Card>

  <Card title="Staff and teams" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/users.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=76abeb65605706fcc027333369b8fcd8" href="/practice/settings/staff" width="24" height="24" data-path="images/icons/users.svg">
    The staff list, the five-step invite wizard, pending invitations and seat charges.
  </Card>

  <Card title="Notifications" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/bell.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=e54c2cf755575f796a64e098e2f11de9" href="/practice/settings/notifications" width="24" height="24" data-path="images/icons/bell.svg">
    The master email switch and one switch per category of practice alert.
  </Card>

  <Card title="Inventory settings" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/boxes.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=d5efceafd5189773149c7c21bb18addb" href="/practice/settings/inventory" width="24" height="24" data-path="images/icons/boxes.svg">
    Expiry horizons, receiving rules, selling without stock, and the reset.
  </Card>

  <Card title="Billing and plans" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/credit-card.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=0cb94e491d19b5f3dfd58a1eb2cfc987" href="/practice/settings/billing" width="24" height="24" data-path="images/icons/credit-card.svg">
    Your subscription, currency, tax rate and invoices from us.
  </Card>

  <Card title="Online payments" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/money-bill.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=14b5dcccd82caa6278f0184c73e1fbaf" href="/practice/settings/online-payments" width="24" height="24" data-path="images/icons/money-bill.svg">
    Connect Stripe or Paystack so clients can pay you online.
  </Card>

  <Card title="Booking settings" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/calendar-days.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=6c01a1d8f73fa394795672dbb86d24cf" href="/practice/settings/booking-settings" width="24" height="24" data-path="images/icons/calendar-days.svg">
    Working hours, appointment availability and how far ahead clients can book.
  </Card>

  <Card title="Security" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/shield-check.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=5d8bb633f471c4058b637fc75112837b" href="/practice/settings/security" width="24" height="24" data-path="images/icons/shield-check.svg">
    Two-factor rules, sign-in alerts and practice-wide security policy.
  </Card>
</Columns>

## Looking for a tab that isn't here?

People are sent looking for these by a colleague on a different edition. They are not missing — they do not exist for a solo or team practice.

| Tab                 | Where it lives        | Documented in                                         |
| ------------------- | --------------------- | ----------------------------------------------------- |
| **Facility**        | Hospital & Enterprise | [Facility settings](/hospital/settings/facility)      |
| **Theatre**         | Hospital & Enterprise | [Theatre settings](/hospital/settings/theatre)        |
| **Ward Management** | Hospital & Enterprise | [Ward management](/hospital/settings/wards)           |
| **Departments**     | Hospital & Enterprise | [Departments](/hospital/settings/departments)         |
| **Role Navigation** | Hospital & Enterprise | [Role navigation](/hospital/settings/role-navigation) |
| **Loyalty Program** | Pharmacy              | [Loyalty program](/pharmacy/settings/loyalty)         |
| **Lab Workflow**    | Diagnostics           | [Lab workflow](/lims/settings/lab-workflow)           |

The reverse is true of one tab. **Insurance Settings** exists **only** on Solo and Team and disappears on Enterprise — the two run different insurance systems, so an enterprise colleague genuinely cannot see the tab you are describing to them.

To move between plans, see [Change your plan](/platform/plans/change-plan).