Account Overview

the account tab in the settings enables users to manage their personal profile details and configure notification preferences to stay informed about platform updates and activities this section consists of two subsections account for managing profile information and password settings notifications for customizing alerts for inbox, enquiry, and appointment activities getting here this tab is accessible by all users this module can be accessed through the navigation list on your left side of the screen, then go to settings and then to accounts feature key features account subsection profile management fields first name last name email (non editable for authentication purposes) designation (optional) timezone (dropdown menu to select the appropriate timezone) action click "save changes" to apply updates password management fields current password new password repeat new password action click "change password" to update the account password update your time zone for accurate scheduling and reminders reset your password regularly to maintain account security use a strong, unique password keep your profile updated, including your time zone, for optimal platform usage notifications subsection inbox notifications notification settings get notified for all new messages conversations assigned to me none enable notifications for outside office hours (toggle switch) specific actions like "when mentioned in a comment " delivery channels email browser alerts enquiry notifications events new enquiry received over email enquiry assigned to you task assigned to you sla related notifications (e g , enquiry not assigned within sla) delivery channels email browser alerts appointment notifications events new appointment added or rescheduled from the widget appointment canceled by the patient booked appointment conflicts delivery channels email browser alerts practical use cases set "all new messages" notifications to stay on top of critical communications enable "get notified outside office hours" for urgent cases best practices use browser notifications for real time updates customize notifications to avoid overload while ensuring you don’t miss important updates faqs 1\ how can i update my email address in the profile section? email addresses are locked for authentication purposes contact support for any changes 2\ what happens if i enable notifications for "outside office hours"? you will receive notifications during non working hours, ensuring you stay updated on urgent matters 3\ can i disable all notifications? yes, you can set notifications to "none" in each category to disable them 4\ how do i reset my password if i forget it? use the "forgot password" option on the login page to reset your password