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
How to Set Up Your CompanyOn AccountHow to Access and Complete Your Practitioner Profile in CompanyOnThe practitioner profile controls scheduling, online booking visibility, docume ...
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 in CompanyOn
Steps to Access the Services ModuleLog into CompanyOnClick on your profile photo (or initials) in the top right corner of the screen.Select "Services" from the dropdown menu that a ...
How to set up your online services page (online forms, online booking, patient portal)
How to Activate Online ServicesClick on your profile photo (or initials) in the top right corner of the screen.Select "My Business" from the dropdown menu.Scroll down to the "Onlin ...
How to Create and Manage Templates in CompanyOn
The Templates module allows you to create, customize, and manage all documentation templates used during client care, including chart templates and consent forms.Types of templates ...
How to add additional fields to your clients demographic forms
How to Access Additional FieldsIn the left sidebar, click the people icon to open the Clients module.Click the settings icon located in the toolbar above the client list, between t ...
How to add additional licences (Practitioners) to a subscription
How to Add a License or Add-onClick on your profile photo (or initials) in the top right corner of the screen.Select "Settings" from the dropdown menu.Scroll down to the "Additiona ...
How to set up taxes for products or services
How to Create a TaxClick on your profile photo (or initials) in the top right corner of the screen.Select "Services" from the dropdown menu that appears.Click on the "Taxes" tab at ...
How to activate CompanyOn online payment processing
How to Integrate CompanyOn with StripeClick on your profile photo (or initials) in the top right corner of the screen.Select "Settings" from the dropdown menu that appears.Under "C ...