Setting up your CompanyOn Account
This categorie guides users through the process of creating and setting up a new account with CompanyOn. It includes step-by-step instructions, screenshots, and helpful tips for a qucik set up of an account.
- Overview
- Setting up your CompanyOn Account
How to Set Up Your CompanyOn Account
Setting up your CompanyOn AccountOverviewBefore starting the setup, identify who is responsible for configuring the account. This ensures the correct structure is applied from the ...
Can I Download an App on My Phone?
Yes, CompanyOn has a mobile app available for both iPhone and Android.You can download it directly from:Apple App StoreGoogle Play StoreOnce installed:Open the appEnter your Compan ...
How to create a service with CompanyOn
Module OverviewThe Services module allows clinics and practitioners to configure the services offered within CompanyOn, including pricing, durations, visit types, charting template ...
How to set up your online services page (online forms, online booking, patient portal)
Module OverviewThe Online Services setup allows clinics and practitioners to activate online booking, online service visibility, marketplace access, and online payment workflows in ...
How to customize/create chart templates
Module OverviewThe Chart Templates module allows clinics and practitioners to create, customize, standardize, and manage documentation templates used during client care inside Comp ...
How to customize/create consent forms
Module OverviewThe Consent Templates module allows clinics and practitioners to create, customize, and manage consent forms used for client care and clinic workflows inside Company ...
How to add additional fields to your clients demographic forms
OverviewCompanyOn allows clinics to customize the client demographic form by adding additional fields.This feature helps clinics:• Collect custom intake information• Support specia ...
How to add additional licences (Practitioners) to a subscription
OverviewCompanyOn plans support multiple practitioner licenses under the same subscription.Additional licenses can be added when:• A clinic is expanding• New practitioners are join ...
How to set up taxes for products or services
Setting up taxes in a practice is an important step in ensuring that your billing and invoicing are accurate and compliant with tax laws.This guide will walk you through the proces ...
How to activate CompanyOn online payment processing
Module OverviewCompanyOn integrates with Stripe to allow agencies, clinics and practitioners to process secure online payments for: • Appointments/Services/Products • Online bookin ...