← Back to your setup checklist in Volition

Settings

Configure your organisation, locations, users, and integrations.

13 articles

Add a Location
How to add a practice location, its address, and its online-booking time slots.
settingslocationssetuponboarding
Add a Practitioner
How to add a practitioner by creating a team member with the Therapist role.
settingspractitionersteamsetup
Set Practitioner Availability
How to set a practitioner's working hours, optionally per location.
settingspractitionersavailabilitysetup
Manage Appointment Types
How to create and edit appointment types, including durations, colours, and online booking options.
settingsappointmentssetuponboarding
Set Up Services and Fees
How to review your billable service codes, set default fees, and map funder item codes.
settingsbillingservicesfees
Add Your Practice Details
How to set your practice name, contact details, and ABN — shown on invoices and patient communications.
settingsorganisationsetuponboarding
Add Your Logo and Brand Colours
How to upload your practice logo and set the colours shown on booking pages and patient forms.
settingsbrandinglogosetup
Add Rooms and Equipment
How to add treatment rooms and equipment as bookable resources.
settingsresourcesroomsequipment
Enable Online Booking
How to let patients book their own appointments from a link you share.
settingsonline-bookingself-bookingsetup
Review the Audit Logs
How to see who changed what, who viewed patient records, and what data has left the system.
settingsauditsecuritycompliance
Create Short URLs
How to create trackable short links for booking pages, forms, and campaigns.
settingsshort-urlslinksmarketing
Manage Your Subscription
How to review your plan, seats, and billing details.
settingsbillingsubscription
Manage AI Document Templates
How to control the structure of AI-generated clinical notes, referrer letters, and summaries.
settingsaitemplatestranscription