Business Details
Clinic setup and configuration.
Set up your business details
Add your clinic name, address, logo and tax details.
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Create a location
Add a clinic site and set its hours and staff.
Set up two-factor authentication
Choose how staff sign in and prove who they are.
Create a custom field
Record extra details on patients, leads and more.
Set letter headers and footers
Brand the letters you send from Sovica.
Set up multi-account
Connect separate clinic accounts into one organisation, with shared reporting and settings.
Copy settings to a connected account
Copy services, forms, products and templates so every clinic starts from the same setup.
Add your social media accounts
Save your social links once, and use them in patient messages and your email campaigns.
Upload your logo
Add your clinic's logo, so it shows on your emails, invoices and booking page.
Find your company ID
Locate the ID that identifies your clinic when you speak with support or set up connections.
Let staff sign in with Google
Allow your team to sign in with their Google Workspace account instead of a separate password.
Choose your compliance controls
See which security and record-keeping controls are on, and pick the ones your clinic commits to.
Edit a location
Update a clinic's name, contact details, address and settings as things change.
Add staff to a location
Give team members access to a clinic, so they can work shifts and take appointments there.
Deactivate a location
Close a location properly by moving its staff, appointments and other records somewhere else.
Switch between accounts
Move from one clinic account to another without signing out, using a single email address.
Transfer account ownership
Hand ownership of your clinic's account to another staff member when responsibilities change.
Change the system language
Set the default language for your staff accounts and for your patient booking page.
Create and manage labels
Tag patients and leads with coloured labels, so you can spot, filter and report on groups.
Customise search results
Choose the details staff see when they search, so they can pick the right patient quickly.
Edit a custom field
Rename a field, change its category and properties, or update the choices it offers.
Delete a custom field
Archive fields you no longer need, with 90 days to change your mind before they go.
Hide fields from the mobile app
Remove custom fields from the app's patient screens to keep them clean and focused.
Create important fields
Flag key patient details so they appear at the top of the card and in search results.
Set a default option for a custom field
Save your team a click by opening the new patient form with the most common answer picked.