Team & Account Settings

Learn how to set up your Carepatron workspace and take advantage of the many features, such as Telehealth, Online Payments, Appointment Reminders, and Calendar Sync.

17 articles
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Written by Jamie Frew

Create service collections

How do I create service collections?
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Written by Jamie Frew. Updated over a week ago

Carepatron user permissions guide

How do I manage user permissions?
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Written by Jamie Frew. Updated over a week ago

Edit user permissions

How do I edit user permissions?
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Written by Jamie Frew. Updated over a week ago

Change your profile picture

How do I change my profile picture?
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Written by Jamie Frew. Updated over a week ago

Adding office locations

How do I add office locations?
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Written by Jamie Frew. Updated over a week ago

Add or customize services and products

How do I add or customize services or products?
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Written by Jamie Frew. Updated over a week ago

Updating profile

How do I update my profile?
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Written by Jamie Frew. Updated over a week ago

Switch or add new workspaces

How do I switch between or add new workspaces?
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Written by Jamie Frew. Updated over a week ago

Add logo

How do I add or update my logo?
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Written by Jamie Frew. Updated over a week ago

Workspace name

How do I update my workspace name?
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Written by Jamie Frew. Updated over a week ago

Adding office locations

How do I add office locations?
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Written by Jamie Frew. Updated over a week ago

Appointment Reminders

How do I set up or customize appointment reminders?
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Written by Jamie Frew. Updated over a week ago

Create a contact

How do I create a new contact?
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Written by Jamie Frew. Updated over a week ago

Changing your email

How do you change your email address?
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Written by Jamie Frew. Updated over a week ago

Invite a staff member

How do you invite a new team member?
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Written by Jamie Frew. Updated over a week ago

Download the Carepatron App

How do I download the Carepatron app?
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Written by Jamie Frew. Updated over a week ago

Transferring ownership of your account

How do you transfer ownership of your Carepatron account?
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Written by Jamie Frew. Updated over a week ago