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Articles on:General Settings
Configure your clinic, team, billing and system preferences.

Categories

  • Getting started
  • Client management
  • Record System
  • Booking System
  • POS (Point of Sale System)
  • QMS (Quality Management System)
  • Reports
  • Templates
  • Marketing
  • Communication
  • Apps
  • General Settings
  • Pricing of Subscription
  • Account & profile
  • Notifications & alerts
  • MAL Online
  • Focus Mode
General settings overview
  • General Settings overview
    The central panel for clinic wide setup: your team, company profile, system preferences, billing, tax, credits and data imports.Some readers
Clinic setup
  • Company information
    Your clinic's profile details and Google ratings, as shown to clients on the Registration Portal and Booking Portal.Few readers
  • System settings
    Account wide preferences: language, date and time formats, theme, and two factor authentication.Few readers
  • Tax settings
    Define the tax rates your clinic charges. Each rate is a tax group, and every product, service and gift card links to one.Few readers
  • Team & staff management
    Add admins, standard users and prescribers, control which modules each one can open, and connect their Google Calendar.Few readers
Plan, billing & credits
  • Billing & subscription
    Your payment cards, billing details and full invoice history for the MERIDIQ subscription itself.Few readers
  • Upgrade your plan
    Upgrade, downgrade, or switch between monthly and yearly billing on your MERIDIQ subscription.Some readers
  • SMS & video credits
    Top up when SMS or video calls stop working. Buy credit packages, turn on auto renewal and set your SMS Sender ID.Some readers
Billing problems
  • When your account is read-only or blocked
    What read-only and blocked mean after a failed payment, what stops working, and how to get your account reactivated.Few readers
  • Cancel a system or close your account
    Cancel one system and keep the rest, cancel during a free trial, and what closing your MERIDIQ account entirely involves.Few readers
Data & compliance
  • Import clients & data
    Bring your existing client and booking data into MERIDIQ from a CSV or Excel file.Few readers
  • Manage clinic documents
    View and download the agreements you accepted at registration: Public Agreement, DPA Agreement and Supplier Agreement.Few readers
  • Personal data policy
    Write the Personal Data Policy clients see when they approve consent. Available in both English and Swedish.Few readers

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