Dashboard
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Notifications
Today's Appointments
Journeys
Tasks Due Soon
Birthdays This Week
Revenue (30 Days)
Recent Activity
Time Off Requests
Submit and track time off requests.
Coming Soon
Schedule Changes
Request schedule adjustments and shift swaps.
Coming Soon
Documents & Policies
Employee handbook, policies, and shared resources.
Coming Soon
Team Announcements
Post and read team-wide announcements.
Coming Soon
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Unanswered
0
Oldest waiting
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Sent today
0
Channel
Status
Assigned
Select a conversation
Choose a conversation from the list to view the full thread.
New Message
To
Channel
Secure portal message. The patient gets a notification with a sign-in link, the message itself stays in the portal.
Message
Friendly reminder: avoid sharing PHI in SMS or email. Use a secured channel for clinical details.
Customer
Order Items
No items added yet.
Coupon & Discount
Coupon Code
Manual Discount
Tip
Subtotal$0.00
Coupon-$0.00
Discount-$0.00
After Discounts$0.00
Sales Tax$0.00
Additional Fee$0.00
Tip$0.00
Credits
Rewards
Total$0.00
Payment Method
Record cash payment. Amount will be logged.
Card on File
Payment Reference
Gift Card Code
Balance: $0.00
Insufficient balance. Pay remainder with:
Staff
Notes
Checking Square status...
Products
Manage your product catalog and inventory
Orders
Track product orders and fulfillment
Contract Templates
Build reusable templates to send for signature.
Sent Contracts
Track signing status of every contract sent.
Settings
Add the records below at your DNS provider. DNS changes can take 5 to 30 minutes to propagate. Click Check verification to see which records are live. Enter each Name/Host exactly as shown, relative to your root domain. Some providers use @ for the root.
Business Information
Used in email signatures, invoice headers, booking widget footers, and patient communications. Update once, applies everywhere.
Business Logo
Appears on invoices, email templates, and booking widget defaults. PNG, JPG, or SVG. 2MB max.
No logo
Business Schedule
Your timezone, weekly hours, and blackout dates. Controls calendar display, booking availability, and patient-facing scheduling.
Timezone
Weekly Hours
Blackout Dates
Block bookings on holidays or other closed days. Applies to all booking widgets.
Appointment Buffers
Automatically add buffer time based on how long a service is. A rule applies to any service that long or longer. If a service or provider already has a larger buffer, the larger value wins.
min
min
min
Session Security
Automatically sign users out after a period of inactivity. Protects patient data on unattended screens. Applies to everyone in this workspace.
Two-Factor Authentication
Anyone can turn on 2FA for their own account from My Profile. This setting makes it mandatory: at their next sign-in the selected users will be asked to set up an authenticator app (Google Authenticator or similar) before they can continue.