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General Settings overview

Easily manage your clinic's team, company profile, system preferences, billing, imports and more — all from one central panel.

📍 Where to find this: Left navigation menu → General Settings

🧭 How to access General Settings

General Settings Menu

#	Page	What it covers
1	Team & staff management	Add and manage team members, roles and Google Calendar connections
2	Company information	Edit your clinic's profile and display Google ratings on your portals
3	System settings	Configure language, date format, time zone, 2FA and BankID preferences
4	Tax settings	Set up the tax rates your products, services and gift cards use
5	Billing & subscription	Manage your subscription plan, payment cards and view invoices
6	Import clients & data	Import existing client and booking data from CSV or Excel files
7	SMS & video credits	Buy credits, set up auto-renewal and configure your SMS Sender ID
8	Upgrade your plan	Upgrade or downgrade your subscription and manage modules
9	Personal data policy	Write and manage your clinic's personal data consent policy
10	Manage clinic documents	View and download your accepted licence agreements

💡 Click any page in the table above to go directly to its full guide in the General Settings section.

Updated on: 06/08/2026

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