General setup & settings

Basic essentials on how to set-up your Heydoc account efficiently

24 articles in this collection
Written by Jessica Magri and Charlotte Tidd

Overview of settings

Setting up your Heydoc account with all your business details & preferred settings

Written by Jessica Magri
Updated over a week ago

New features

How to set up my clinic locations after rooms feature is deployed

What is new for users in rooms

Written by Charlotte Tidd
Updated over a week ago

Managing rooms

How to create and edit rooms in your Heydoc practice

Written by Charlotte Tidd
Updated over a week ago

Access groups

How to assign patients and contacts to your system users

Written by Charlotte Tidd
Updated over a week ago

User settings

How do I add a new user?

Adding a new user to your Heydoc platform

Written by Jessica Magri
Updated over a week ago

How do you add a signature to your account?

Creating a signature to use in Heydoc

Written by Jessica Magri
Updated over a week ago

Integrating your Heydoc calendar with you personal calendar

Integrating your Heydoc calendar with your personal calendar

Written by Jessica Magri
Updated over a week ago

Selecting which day of the week your calendar starts from

Selecting an alternative first day of the week for your calendar view

Written by Jessica Magri
Updated over a week ago

Patient settings

Patient settings

How to create custom patient ID numbers

Written by Charlotte Tidd
Updated over a week ago

Labels settings

Labels

Creating and allocating customised labels to your patients and products

Written by Charlotte Tidd
Updated over a week ago

Integrations

Integrating your Xero account with Heydoc

Setting up your Heydoc invoicing system

Written by Jessica Magri
Updated over a week ago

Integrating your Stripe account with Heydoc

All you need to know about integrating Stripe to Heydoc

Written by Jessica Magri
Updated over a week ago

How do you set up Google Analytics?

Integrating Google Analytics with Heydoc

Written by Jessica Magri
Updated over a week ago

What do the Xero integration fields mean?

Xero sales account, Xero payment account, Invoice due in.

Written by Jessica Magri
Updated over a week ago

How do you integrate invoices, payment and Google analytics to my Heydoc account?

Three things you may want to integrate with your Heydoc account

Written by Jessica Magri
Updated over a week ago

Setting up and using Healthcode

Setting up your Healthcode integration and how to use it

Written by Jessica Magri
Updated over a week ago

Questionnaires

Patient questionnaires

Creating and using your own customised patient questionnaires

Written by Jessica Magri
Updated over a week ago

How do you send your questionnaire to your patient?

Sending your customised questionnaires to your patients

Written by Jessica Magri
Updated over a week ago

Other settings and questions

Outgoing email

Setting up different email addresses for sending outgoing emails

Written by Charlotte Tidd
Updated over a week ago

Can you condition booking confirmation templates?

Conditioning booking confirmation emails according to type of booking

Written by Jessica Magri
Updated over a week ago

How do you reset your password?

Resetting your password

Written by Jessica Magri
Updated over a week ago

How do you login to your Heydoc account?

Logging into your account

Written by Jessica Magri
Updated over a week ago

How do you log out of your Heydoc account?

Written by Jessica Magri
Updated over a week ago

Heydoc help centre

Where to find a comprehensive user guide

Written by Jessica Magri
Updated over a week ago