⚙️ Clinic Settings

The Settings section lets the clinic Admin configure how the system behaves — from your clinic's name and address to operating hours and billing preferences.

Accessible by: Admin only

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Opening Settings

Click Settings in the sidebar. Settings are organised into tabs:

• General — Clinic profile, contact details, timezone
• Hours — Operating hours and lunch break
• Billing — Default fees, tax rate, subscription info

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General — Clinic Profile

Update the Clinic Name and Address before you start seeing patients — these appear on printed prescriptions.

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Hours — Operating Schedule

Configure when your clinic is open. This helps staff understand valid appointment windows.

Click Save Hours to apply changes.

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Billing — Default Patient Fees

You can set up default fee templates that appear as suggested line items when creating invoices. This saves time for repeated services.

To add a default fee:

1. Go to Settings → Billing.
2. Click + Add Fee.
3. Enter the service name and default price.
4. Click Save.

These fees appear as quick-add options in the invoice builder.

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Billing — Tax Rate

If your clinic charges GST or another tax:

1. Go to Settings → Billing.
2. Enter the Tax Rate (%) (e.g. 18 for 18% GST).
3. Click Save.

Tax is automatically calculated and shown as a separate line on invoices.

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Subscription & Plan

The Billing tab also shows your current subscription plan and status:

If your plan has expired, contact the ZidBit team via the Communication Center to renew. → How to contact us

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Tips

• Set the Timezone correctly on day one — changing it later may affect how historical appointments appear.
• Default fees are optional but save significant time in busy billing sessions.