Set letter headers and footers

A header and footer give every letter the same look, so you don't have to add your logo and address each time. You set them once for the whole account.

Edit the header and footer

• Go to Setup, Business Details, then Header & Footer.

• Type in the Letter header box. Drag in an image or paste your logo.

• Do the same in the Letter footer box, for example with your address and registration details.

• Turn on Automatically show the client name and date at the top of each letter if you want those added for you.

• Click Save changes.

Check the result

Open a patient and start a new letter to see how it looks. If the logo seems too large, go back and resize it in the header box.

Up next

Next, read Set up multi-account.