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
Written by Jamie Frew
Create service collections
How do I create service collections?Written by Jamie Frew. Updated over a week ago
Carepatron user permissions guide
How do I manage user permissions?Written by Jamie Frew. Updated over a week ago
Edit user permissions
How do I edit user permissions?Written by Jamie Frew. Updated over a week ago
Change your profile picture
How do I change my profile picture?Written by Jamie Frew. Updated over a week ago
Adding office locations
How do I add office locations?Written by Jamie Frew. Updated over a week ago
Add or customize services and products
How do I add or customize services or products?Written by Jamie Frew. Updated over a week ago
Updating profile
How do I update my profile?Written by Jamie Frew. Updated over a week ago
Switch or add new workspaces
How do I switch between or add new workspaces?Written by Jamie Frew. Updated over a week ago
Add logo
How do I add or update my logo?Written by Jamie Frew. Updated over a week ago
Workspace name
How do I update my workspace name?Written by Jamie Frew. Updated over a week ago
Adding office locations
How do I add office locations?Written by Jamie Frew. Updated over a week ago
Appointment Reminders
How do I set up or customize appointment reminders?Written by Jamie Frew. Updated over a week ago
Create a contact
How do I create a new contact?Written by Jamie Frew. Updated over a week ago
Changing your email
How do you change your email address?Written by Jamie Frew. Updated over a week ago
Invite a staff member
How do you invite a new team member?Written by Jamie Frew. Updated over a week ago
Download the Carepatron App
How do I download the Carepatron app?Written by Jamie Frew. Updated over a week ago
Transferring ownership of your account
How do you transfer ownership of your Carepatron account?Written by Jamie Frew. Updated over a week ago