Settings Overview
What you'll learn: How to access settings, what you can configure, and who has access to different settings.
Accessing Settings
- Click Settings in the navigation
- The settings menu opens
- Browse categories to find what you need
Settings Categories
Settings are organized into sections:
Business Information
- Practice name and description
- Address and contact details
- Business hours
Team Management
- Team members
- Roles and permissions
- Invitations
Services
- Services you offer
- Duration and descriptions
- Active/inactive status
Knowledge Base
- FAQs and answers
- Practice information
- AI training content
Billing
- Subscription details
- Payment methods
- Usage and credits
Notifications
- How you receive alerts
- Notification preferences
- Email settings
Audit Log
- Activity tracking
- Security records
- Compliance data
Who Can Access Settings
Access depends on your role:
| Setting Area | Admin | Manager | Employee |
|---|---|---|---|
| Business Info | ✓ | Some | No |
| Team | ✓ | Limited | No |
| Services | ✓ | ✓ | No |
| Knowledge Base | ✓ | ✓ | No |
| Billing | ✓ | No | No |
| Notifications | ✓ | ✓ | Own only |
| Audit Log | ✓ | No | No |
Making Changes
When you change a setting:
- Navigate to the setting
- Make your change
- Save (some settings save automatically)
- Changes take effect immediately
Settings That Affect AI
Certain settings impact your AI assistants:
- Business hours
- Services offered
- Knowledge base content
- Practice description
Update these when things change to keep your AI accurate.
Finding Specific Settings
If you're looking for something specific:
- Browse the categories
- Use any search function if available
- Check related sections
Next: Business Information | Previous: How the AI Uses Knowledge