Admin Settings

The admin settings area is used to configure your Consultationly account. It is divided into the following sections:

• Security — Manage users and roles.
• Note Access Log — Audit trail of who has viewed or edited client session notes.
• Organisation — Set your organisation address, general settings, and insurance provider details.
• Forms — Configure the consultation wizard and all custom form types.
• Billing & Payments — Set up billing defaults, online payments, and manage your subscription.
• Calendars — Configure calendars and your online booking website.