Getting started
Overview

Getting started

A hub for the platform's Settings page and one-time setup tasks. For the short linear walkthrough, see Quick Start.

Settings pages

Each row maps 1:1 to a section under Profile → Settings in the platform.

Settings sectionDoc
Sign up & profileSign up & profile
App PreferencesApp preferences
Layout CustomizationLayout customization
Calendar Integrations — GoogleConnecting Google Calendar
Calendar Integrations — CalendlyConnecting Calendly
Patient OnboardingPatient onboarding defaults
Billing SettingsBilling Settings

Admins also configure team and plan-level details under Administration & team.