The Admin Area is where every aspect of ClinicSoftware is configured. Manage locations, staff accounts, services and pricing, notification templates, integrations, access control, and system preferences. Role-restricted to authorised owners and managers only.
How It Works
01
Log in with an Owner or Manager account to access the Admin sidebar
02
Navigate to any configuration module: Locations, Staff, Services, or Settings
03
Make changes — they take effect across the system in real time
04
Use the audit log to review every change made and by whom
Key Features
Location Management
Staff Account Creation
Service & Price Configuration
Notification Templates
Integration Hub
System Preferences
Full Audit Logs
Role Restriction
Pro Tips
Maintain at least two admin-level accounts in case one is ever locked out
Use the audit log to investigate any unexpected changes to settings or pricing
Schedule a monthly admin review meeting to keep all settings current and compliant