Control access to Setup

Choose who can change business details, locations, services, payment methods and integrations.

Table of Contents

The Setup group protects your clinic's configuration, so keep it to a few trusted people. It includes:

Change business details, Manage locations, Manage services and categories.
Configure online booking, and Configure payment methods and taxes.
Manage custom fields and Manage integrations.
Change security and compliance settings.

Set these on a role, or for one person under Role & locations. Then click Save changes.

Up next