This is the reference for everything a clinic admin configures. If you are setting up for the first time, follow the onboarding checklist instead — it puts these in the right order. Use this page to look up a specific setting later.
Clinic details
Clinic Settings → Tenant details holds your clinic's name, address and contact numbers.
Two different numbers live here and they are not interchangeable: the published contact number patients see and ring, and the admin contact number we use to reach you. Put a number the clinic actually answers in the published field — not a personal mobile.
Your domain
Clinic Settings → Domain is where you point your own web address at your booking site. Until you do, your site runs on its default Treatlly address, which works perfectly well — a custom domain is presentation, not function.
Locations
Locations in the sidebar. Add every place you consult from. Even a single-site clinic needs one, because slot rules attach to a location.
If you add a second location later, remember its slot rules are separate — adding the location does not create availability at it.
Doctors
Doctors in the sidebar. For each: name, qualification, registration number and council, speciality, and consultation fee.
The registration details are not paperwork for its own sake — they are shown to patients, and during a video consultation they are what lets the patient identify the practitioner, which national telemedicine rules require.
Each doctor must also upload a signature image on their own profile before they can sign any prescription. Chase this before their first clinic; otherwise it surfaces with a patient waiting.
Staff
Add your receptionist and accountant with their own logins and the narrowest role that lets them work. See Roles and permissions.
Schedules
Slot Rules for the recurring pattern, Holidays for closures. These are the settings that decide what patients can actually book, so they get their own guide — see Managing slot rules and schedules.
Cancellation policy
Clinic Settings → Cancellation controls whether patients may cancel themselves, how close to the appointment they may do it, and whether a fee applies.
Worth deciding deliberately. Too strict and your front desk fields every cancellation by phone; too loose and you lose slots at short notice with no recourse.
Digital prescriptions
Clinic Settings → Digital prescriptions has two independent toggles — one for walk-in visits and one for video consultations. Switching one on does not switch on the other.
Check-in queue
Clinic Settings → Clinic flow controls the in-clinic token queue: patients check in on arrival, get a token, and can see how many are ahead of them.
Video consultations are deliberately excluded from this queue — those patients are seen remotely and never join the in-person line.
Your website
Under Website: Pages for content, Navigation for the menu, Theme & SEO for colours, logo and search-engine details, and Theme Code if you want direct control of the markup.
Payouts
Clinic Settings → Payout settings holds the bank details money is settled to. These are verified as part of your onboarding, so changes are not instant.
Subscription
Billing — reached from your account menu, not from Settings — shows your subscription, modules and usage. See Managing your subscription.
Settings people most often miss
| Setting | Symptom when missed |
|---|---|
| Doctor signature | Doctor cannot sign a prescription. |
| Registration number | Incomplete details shown to patients; blocks proper video consultations. |
| Online quota | Booking page looks empty, or the counter has nothing left to give. |
| Digital prescriptions per mode | Prescription pad present for walk-in but not video. |
| Published contact number | Patients ring a personal mobile. |
| Holidays | Patients book on days you are closed. |