Overview
The Office Configuration section is where you can manage many of your system preferences and settings to tailor your location’s workflow. This guide will help you navigate to the correct settings and understand what you can configure.
Accessing Office Configuration
To access your office configuration settings:
Log in to your location.
Navigate to Settings > Office > Office Configuration.
This tab contains many of the detailed settings that control how your office operates within the system.
What Can Be Configured?
Within the Office Configuration section, you will find various options to customize your office preferences. Some key areas include:
General Office Preferences (e.g., scheduling settings, appointment rules)
Communication Settings (e.g., automated messaging, notifications)
Billing & Payment Settings
Workflow Customizations
Each of these configurations will be covered in detail in a separate video, so be sure to check out those guides for a deeper dive into your options.