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Configuring Your HappyDoc Account 🐾

What you will learn in this course

Setting Up Your Profile — Head to your settings to fill in your Practice Name, Location, Phone Number, and Timezone. You can also upload your practice logo (we recommend at least 300 x 150 pixels) and reset your password here.

Preferences — Choose your default view (List or Calendar) so HappyDoc opens the way you like it every time.

Client Communications Email — Add and verify your practice email for client-facing communications. Toggle CC and Active settings to control how emails are routed.

Managing Your Doctors — Add your doctors, assign their email addresses, and reorder them using the drag handles.

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