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.
24 articles
- Switching to CarepatronHow do I switch to Carepatron?
- Delete your workspaceHow do I delete my account?
- Change your profile pictureHow do I change my profile picture?
- Manage staff membersHow do I add a new team member? How do I delete a team member?
- Changing your emailHow do you change your email address?
- Create a contactHow do I create a contact?
- Adding Office and Virtual LocationsHow do I add office or virtual locations? How to add phone call location?
- Change provider nameHow do I update my provider name?
- Add or update logoHow do I add or update my logo?
- Add or customize services and productsHow do I add or customize services or products?
- Switch or add new workspacesHow do I switch between or add new workspaces?
- Carepatron user permissions guideHow do I manage user permissions?
- Set availability for specific servicesHow can I set available times for specific services that a client can book?
- Download the Carepatron AppHow do I download the Carepatron app?
- Transferring ownership of your workspaceHow do you transfer ownership of your Carepatron workspace?
- Logging outHow do I log out?
- Refer a friend: Change someone's workday and earn rewardsHow do I refer friends to Carepatron?
- Manage Carepatron from Google Workspace MarketplaceCan I install Carepatron into Google workspace?
- Change your workspace appearanceHow do I change my workspace design or appearance?
- White labelingHow can I apply white labeling in my workspace?
- Upload service image for enhanced booking experienceHow do I upload an image to my service?
- Managing your subscriptionHow can I manage my subscription? How much do Carepatron plans cost?
- How to add, view, and remove clinician license records in CarepatronManaging staff licenses and certifications
- How to request two-factor setup for controlled substancesA guide to requesting, completing, and troubleshooting DoseSpot two-factor activation directly from your own ePrescribe credentials panel.