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 section | Doc |
|---|---|
| App Preferences | App preferences |
| Calendar Integrations | Connecting Google Calendar · Connecting Calendly |
| Patient Onboarding | Patient onboarding defaults |
| Caseload & Focus | Caseload & Focus |
| Layout Customization | Layout customization |
| Eating Recovery | Eating Recovery tools |
| Security | View active sessions per device, terminate one, or sign out everywhere. No separate doc |
Setup that lives elsewhere
| Task | Where | Doc |
|---|---|---|
| Creating your account | Sign-up wizard | Sign up & profile |
| Billing details for documents | Avatar menu → Billing → Billing Settings | Billing Settings |
| Team, plan, organization | Avatar menu → Organization / Billing | Administration & team |