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Transactions
Exceptions
Claims
Statements
Dashboard
Calendar Settings
Display

Which view opens when you launch the calendar.

Pre-filled duration when creating a new appointment.

Minimum gap between back-to-back appointments.

Hours & Timezone

First hour shown on the calendar.

All appointment times are shown in this timezone.

Cancellation Policy

Minimum notice required to cancel without a fee.

Billing Settings
Invoice Settings
Credit Card
Service Code Defaults
Invoice Settings
 
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Zelle Payments
Where clients send Zelle payments, and how incoming payments get auto-matched to invoices
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Step 1: Tell Clients Where to Send Zelle Payments
These are shown to clients on their invoice so they know where to send payment.
The email address clients send Zelle payments to.
The phone number clients send Zelle payments to. Shown instead of email if both are set.
Step 2: Choose Option A or B
Pick one way for the system to detect incoming Zelle payment emails.
Option A
Auto-detect Zelle Payments
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— or —
Option B
Forward Zelle Notifications
In your own email inbox (the one your bank sends Zelle alerts to), set up a rule to forward those notification emails to this address:
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Check this once you have set up the forwarding rule above. Until checked, you will receive a warning email when Zelle payments cannot be auto-matched.
Step 3: Set Up Zelle Detection Rule
Controls which incoming bank emails are recognized as Zelle payment notifications. Applies to both Option A and Option B above. A default rule is already active — only change this if payments aren't being detected.
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Superbill Automation
Recurring superbill generation, per client or practice-wide
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Notifications
 
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NotificationAudienceTimingOn
›Appointment Reminder Client —
Server local time. Shared with Overdue Invoice Alert — both run once per day at this same time. Individual clients can override enabled/channel from their own record.
Available variables: {client_name}, {appt_date}, {appt_time}, {therapist_name}, {practice_name}, {practice_phone}
›Email New Invoices Client Immediate
When enabled, the client is emailed automatically whenever a new invoice is created for them (auto-invoice batches only — manually sending an invoice from the Billing screen always works regardless of this setting). Invoice Prefix and Default Payment Method (in Company Settings → Billing → Invoice Settings) determine what appears on the invoice itself.
›Overdue Payment Reminder Client —
Client will receive one email reminder this many days after the due date. Individual clinicians can override this from their own User Settings.
›Late Fee Applied Client —
Late fee applies this many days after the invoice date. When the toggle above is on, the client is emailed when the fee is applied. Individual clinicians can override fee/grace period/notify from their own User Settings.
›Portal Messages Client Immediate
Email sent to the client when a clinician sends them a portal message. SMS support coming soon. Individual clients can override enabled/disabled from their own record.
›Payment Receipt Client Immediate
Email sent to the client when a payment is recorded on their invoice. Individual clinicians and clients can override enabled/disabled from their own settings.
›Overdue Invoice Alert Staff —
Server local time. Shared with Appointment Reminder — both run once per day at this same time.
Escalates automatically: after 3 notices on the same invoice, the alert routes to the practice's biller (or admin, if no biller) instead of the assigned clinician, regardless of the "Notify" setting above.
›Superbill Auto-Generation Client Per client  
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Billing Settings
Service Codes
ℹ️ These are your personal billing preferences. When set, they override the company defaults for your account only.
Invoice Settings
 
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Calendar Settings
ℹ️ These are your personal calendar preferences. When set, they override the company defaults for your account only.
Display
Hours & Timezone
Cancellation Policy
These are your personal notification preferences. When set, they override the company defaults for your account only. Select "Use company default" to fall back to the company setting.
Notifications
 
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NotificationAudienceOverride
›Appointment Reminder Client
Available variables: {client_name}, {appt_date}, {appt_time}, {therapist_name}, {practice_name}, {practice_phone}
Daily send time is set once for the whole practice in Company Settings and can't be overridden per clinician.
›Email New Invoices Client
When enabled, your clients are emailed automatically whenever a new invoice is created for them from an auto-invoice batch.
›Overdue Payment Reminder Client
›Late Fee Applied Client
Late fee applies this many days after the invoice date, regardless of due date setting.
›Portal Messages Client
When enabled, your clients are emailed automatically whenever you send them a portal message.
›Payment Receipt Client
When enabled, your clients are emailed a receipt automatically whenever a payment is recorded on their invoice.