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Set up your practice profile

4 min read Updated June 20, 2026

Your practice profile powers the branding on your booking page, client portal, emails, invoices, and superbills. It's worth getting right early.

Fill in the essentials

  1. 1Open Settings → Practice.
  2. 2Add your practice or business name, logo, and a short bio.
  3. 3Enter your address, time zone, and primary contact details.
  4. 4Add your license type and number if you'll be generating superbills or claims.

Branding clients will see

  • Logo and accent color appear on your booking page and the client portal.
  • Reply-to email routes client responses to the inbox you choose.
  • Practice name and address appear on invoices, receipts, and superbills.

Tip: A square logo at least 256×256px looks crispest across the portal, mobile app, and PDFs.

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