PRACTICAL GUIDANCE
Help for everyday work.
Start with the question below, or read the setup guide for the full workflow.
How do I complete practice setup?
Complete the practice, location, preference and plan steps, review your details and the linked policies, then use Complete Setup. An error keeps your draft. Setup needs a confirmed successful response before the dashboard opens.
Why can I not change a practice setting?
Some settings require an administrator or manager role. Check the active practice and your staff permissions. An unavailable setting should not be treated as saved.
Why are there no available appointment times?
Choose the actual patient, service, provider, location and date. The location needs configured operating hours and a valid time zone, and the provider must be assigned to that location. Existing bookings can block a time.
Which time zone does booking use?
Available times are shown in the selected location’s time zone with an offset. Select an offered slot rather than interpreting the clock time in your browser’s time zone.
Does changing currency convert existing prices?
No. Display preferences do not convert stored financial amounts or enable local payment processing. Subscription amounts are USD. Review each financial workflow’s stated denomination.
Are the UK, Canada and Australia available?
They remain pilot candidates. Review local requirements, hosting and processing details, agreements and payment support before live patient use. A regional format profile is a starting point.
What does system health measure?
The status page shows a current application, database and optional cache check. It does not report historical uptime, confirm an SLA or measure every external provider.
Was my contact message sent?
The form reports acceptance only after the configured delivery provider accepts it. If delivery is unavailable or fails, the form keeps your message so you can retry. No response time is promised.