Best Practices
Tips for managing your personal and organization settings effectively.
These best practices will help you and your team make the most of the Settings section.
Profile
- Keep your name updated to reflect in assignment and notification areas.
- Use proper capitalization for names to ensure professionalism in exports.
Security
- Update your password regularly.
- Choose strong passwords with a mix of characters and numbers.
- Never share credentials across accounts.
Organization
- Ensure your timezone matches your clinic’s actual location — this affects event reminders.
- Currency settings should reflect your actual billing system.
Working Hours
- Only set hours for days your clinic operates.
- Mark Closed on weekends if not operational to avoid confusion in scheduling.
- Ensure hours match those expected for reminders and delivery scheduling.
App Settings
- Use the Reminder Time setting to control default behavior for calendar events.
- Set your Language for localized interface experience.
Good configuration here ensures consistent behavior across modules like Calendar, Events, and Work Orders.