Organization setup

Organization Settings holds your clinic's profile and the organization-wide settings. To open it, go to Administration → Organization Settings in the sidebar.

Only Owners and Admins can open this page. Other staff see Access Denied.

The page has five tabs:

Edit the General tab

1. Open the General tab.
2. Change the fields you need (see below).
3. Click Save Changes. The button shows at the bottom of the page when you have changes. To undo your changes, click Discard changes.

If you open another tab before you save, MediSync shows Unsaved changes. Click Stay to keep editing, or Discard changes to leave without saving.

At the top, Organization details shows the Organization ID, the Created date and the Billing currency. You can't edit these here. MediSync sets the billing currency when the organization is created.

Profile

• Organization Name — the name of your clinic.
• Description — optional.
• Slug — a short name that MediSync uses in URLs. Use only lowercase letters, numbers and hyphens. Each slug can only be used by one organization.

Regional

• Timezone — used for appointment times and reminders.
• Default language — the default language of your organization.

Opening hours

Set the opening and closing time for each day of the week. Turn a day's switch off to mark it Closed. MediSync shows these hours to clients and uses them as the default window for appointments. The closing time must be later than the opening time.

If your organization has a custom schedule (for example, two shifts a day), you can't edit it here. Contact MediSync support to change it.

Contact

• Contact email
• Phone
• Website

Address

• Street address and Suite / Unit
• City, State / Region and Postal code
• Country

Clinical

• Primary specialty — for example, Pediatrics. MediSync uses it for module defaults and reports.

Branding

The logo and the primary color. This section saves on its own: you don't need Save Changes.

• Logo — click Choose file (or Change) and select an image. Use a PNG, JPG, WebP or GIF file of 2 MB or less. MediSync saves the logo as soon as it uploads.
• Primary color — pick a color or type a hex code such as #2563eb, then click Save colour.

You can also set both in the welcome wizard. See Create your clinic.

Notification defaults

The reminders that MediSync adds to every new booking. You can still change the reminders on each appointment.

• Send reminders by — Email, SMS and WhatsApp. Pick at least one channel.
• When to send them — 48 hours before, 24 hours before, 4 hours before, 1 hour before and 15 minutes before. If you select no times, new bookings get no automatic reminders.

Click Save Changes to save these settings. Existing appointments keep their reminders.

Dashboard templates

Use this tab to publish ready-made dashboards for your team and to choose a default dashboard for each role. See Dashboard templates.

Billing

Use this tab to manage your MediSync plan, invoices and payment methods. The tab shows only if your role can view billing. See Billing & plans.

Set up currencies

All exchange rates on this tab are per 1 unit of your base currency. The base currency is your organization's billing currency, marked Base.

Turn on a currency:

1. Open the Currencies tab.
2. Click Add currency.
3. Search for the currency and select it.

To turn a currency off or on again, use the switch at the start of its row, then click Save.

Pin a manual exchange rate:

MediSync updates exchange rates automatically every day. Each row shows the current rate and Auto. To use your own rate for a currency:

1. On the currency row, type the rate in the Override field. The rate must be greater than 0.
2. Click Save. To cancel, click Discard.

The row then shows Manual. To go back to the automatic rate, click Use auto, then click Save.

Where these settings apply:

• Currency choice. When you create an invoice, quote, sales order or purchase order, the Currency list shows only your base currency and the currencies you turned on. A new document starts in your base currency. A document that already uses a currency you later turned off keeps it, but you can't switch a document to a turned-off currency.
• Exchange rates. When a quote converts a price into another currency, it uses your manual rate if you pinned one, otherwise the automatic rate. Quote reports use the same rates.

Danger zone

Leave the organization

You lose access to the organization's data. An Owner can invite you again later.

1. Open the Danger zone tab.
2. Under Leave organization, click Leave.
3. Click Leave again to confirm.

If you are the only Owner, you can't leave. Transfer ownership first.

Staff who can't open Organization Settings can leave from Your Organizations: open the organization card's menu and click Leave organization.

Transfer ownership

Only the Owner sees this action. The member you choose becomes the Owner, and your role changes to Admin.

1. Open the Danger zone tab.
2. Under Transfer ownership, click Transfer.
3. In New owner, select a member.
4. Click Transfer.

You can't undo this yourself. Only the new Owner can transfer ownership back to you.

Delete the organization

Only the Owner sees this action.

1. Open the Danger zone tab.
2. Under Delete organization, click Delete organization.
3. In Type the organization slug to confirm, type the organization's slug.
4. Click Delete organization.

All members lose access immediately. MediSync keeps the billing history. The staff dashboard has no option to restore a deleted organization.

Common problems

I see "Access Denied". Only Owners and Admins can open Organization Settings. Ask your Owner to change your role. See Staff & roles.

I can't edit the fields on the General tab. Your organization is read-only or suspended, for example because the trial ended without payment. See Billing & plans.

"This slug is already in use." Another organization uses this slug. Choose a different one.

"Only lowercase letters, numbers, and hyphens are allowed." Remove spaces, capital letters and other characters from the slug.

I don't see the Billing tab. Your role can't view billing. Ask your Owner.

I don't see Transfer ownership or Delete organization. Only the Owner sees these actions.

"Enter a hex colour such as #2563eb." Type the color as # followed by six letters or numbers (0–9, a–f).

"Pick at least one channel." Under Send reminders by, select at least one channel. You can't save until you do.

"Closing time must be later than opening time." Fix the hours for that day. Opening hours can't continue past midnight.

"Could not leave the organization. Please try again." If you are the only Owner, transfer ownership first, then leave.