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General setup & settings
General setup & settings
Basic essentials on how to set-up your Heydoc account efficiently
26 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
Account security
Where to change your password and set-up 2FA
Written by
Charlotte Tidd
Updated over a week ago
Location settings
Managing rooms
How to create and edit rooms in your Heydoc practice
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?
Adding an electronic signature to use in Heydoc
Written by
Jessica Magri
Updated over a week ago
Integrating your Heydoc calendar with your 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
Roles
Roles
How to define a user's access rights in your system
Written by
Charlotte Tidd
Updated over a week ago
Access groups
Access groups
How to assign patients and contacts to your system users
Written by
Charlotte Tidd
Updated over a week ago
Appointment reminder
Can you condition booking confirmation templates?
Conditioning booking confirmation emails according to type of booking
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
Label settings
Labels
Creating and allocating customised labels to your patients and products
Written by
Charlotte Tidd
Updated over a week ago
Integrations
Integration settings
How to integrate Heydoc with third party softwares
Written by
Jessica Magri
Updated over a week ago
Integrating your Xero account with Heydoc
Setting up your Heydoc invoicing system
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
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
Setting up Healthcode
Setting up your Healthcode integration
Written by
Jessica Magri
Updated over a week ago
Questionnaires
Receiving notifications when questionnaires are submitted
How to receive an email when a patient submits a questionnaire
Written by
Charlotte Tidd
Updated over a week ago
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
Allowing respondents to upload documentation to a questionnaire
How patients can upload documents and images to a questionnaire
Written by
Charlotte Tidd
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
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?
How to log out
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