Updated: August 2026
Complete these steps the first time you log in.
Go to Settings (sidebar → Settings).
| Setting | What to do |
|---|---|
| Default currency | Select the currency you bill in (e.g. ILS, USD, EUR) |
| Default appointment rate | The total amount (including tax) the patient pays per session. Used for auto-invoice on appointment completion. |
| Tax rate (BTW) | Your tax percentage (e.g. 18%). The system back-calculates the base price from the total rate. You'll see a preview: base + tax = total. |
| Default session description | The line-item text on auto-created session invoices. Free text — useful when your insurer requires specific wording (e.g. טיפול נטורופתי, עיסוי, יעוץ). Leave blank for the default: טיפול for Hebrew-language patients, Therapy session for English. |
| Calendar week start | Sunday, Monday, or Saturday — controls the calendar layout |
| Accountant name | Enter your accountant's name — used in monthly expense reports |
| Accountant email | Enter their email — the platform will CC them on monthly summaries |
| Notification preferences | Choose which patient statuses receive email/WhatsApp notifications (see Settings) |
Click Save settings.
Go to Settings → Edit message templates.
Review and personalise each automated message (appointment confirmations, cancellations, reminders, etc.). The defaults work out of the box, but you may want to add your practice name or a personal tone.
See Message Templates for full details.
Go to Patients → Add patient and fill in the patient's details. At a minimum, provide first name, last name, and email (if the patient will use the portal).
From any patient's detail page, use the Invite to portal button to send them a registration link. Once they set a password, they can book appointments, view invoices, and message you.
Go to Appointments → Availability and define your recurring availability. Each block is defined by your First appointment and Last appointment times — you think in sessions, not working hours. Patients can only book during slots you've marked as available.