Managing Services

As an administrator of Noterro, you have the ability to efficiently manage the services offered by your clinic. Whether you need to add, edit, disable, or delete a service, we've got you covered. Let's explore each of these actions and how to perform them.

Adding Services

Adding a new service to your clinic is a simple process. Here's what you need to do:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Service section
  5. Click on the Add New button on the right side of the Services section
  6. Enter a Category for the service
  7. Enter the details of the service, such as the name, durations, recovery times, and prices
  8. Customize any additional settings, such as description, colour or default taxes.
  9. Click Save to add the service to your clinic

Default Tax: When the service is added to an invoice, this service will have the default tax automatically selected for that invoice item.

Recovery time is the added time added to the duration of your services. This is often used as time to change over the treatment room. The service duration plus the recovery time is used for booking appointments within Noterro and Online booking.

Prices support a third decimal point. This allows you control over rounding. For example, if after taxes your services is $99.99 but you want it to be $100, then simply adding $0.005 to the price will round it up.

Each service can be configured to have a different method to book within the Web Portal. They are:

Keep in mind, that only Online Booking supports the ability for patients to see when times are available.

Adding Services in an Existing Category

If you want to add a service to an existing service category, here's what you need to do:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Service section
  5. Click on the + Add Service button on the respective service category
  6. Enter the details of the service, such as the name, duration, and price
  7. Customize any additional settings, such as description or taxes
  8. Click Save to add the service to your clinic

Editing Services

If you need to make changes to a service, follow these steps:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Service section
  5. Locate the specific service you want to edit and click on its Name
  6. Update the necessary details
  7. Click Save to save the changes

Disabling Services

Disabling a service is useful when you want to temporarily remove it from your offerings. Here's how you can disable a service:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Service section
  5. Locate the specific service you want to disable and click on the Three Dot dropdown menu
  6. In the menu that appears, click on the Disable button

Enabling Services

If you’ve previously disabled a service, Here's how you can enable a service:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Service section
  5. Click on Show Disabled Services in the Services section
  6. Locate the specific service you want to enable and click on the Three Dot dropdown menu
  7. In the menu that appears, click on the Enable button

Deleting Services

Deleting a service should be done with caution, as it permanently removes it from your clinic's offerings. If you're certain you want to delete a service, follow these steps:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Service section
  5. Locate the specific service you want to delete and click on on the Three Dot dropdown menu.
  6. In the menu that appears, click on the Delete button
  7. In the prompt that appears, click on “Yes, Delete”

Please note that deleting a service will permanently remove it from your clinic's offerings, and any associated data will be lost. Make sure to back up any important information before proceeding with the deletion.

Reordering Online Booking Services/Service Categories

You may want your service or service categories to be displayed in a specific sequence for online booking.

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Service section
  5. Click-and-hold on the Six Dots to the left of the Service or Service Category and drag it to a new position

Emailing a Form when an Appointment is Booked

You may want to send out a form when an appointment is booked, or with the appointment email reminder. If you want an intake form to be sent automatically, you will need to add a service indicating the first appointment, for example, Initial Appointment. If you add Form Automation to all services, a form will be sent out every time that service is booked.

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Service section
  5. Locate the specific service you want to add Form Automation and click on its Name
  6. Scroll to the bottom of the Slideout
  7. Select the Form from the dropdown
  8. Select the Timing (Immediately or with Email Reminder)
  9. Click Save

By effectively managing your services in Noterro, you can ensure that your clinic's offerings are up-to-date and accurately reflect the services you provide. If you have any questions or need further assistance, our support team is always here to help.

Managing Clinic Contact Information

Managing Locations

Managing Practitioners

Managing Assistants

Managing Products

Managing Restricted Access

Viewing Access Logs

Requesting Activity Logs

Deleting Your Clinic Account

As an administrator of Noterro, you have the ability to efficiently manage the services offered by your clinic. Whether you need to add, edit, disable, or delete a service, we've got you covered. Let's explore each of these actions and how to perform them.

Adding Services

Adding a new service to your clinic is a simple process. Here's what you need to do:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Service section
  5. Click on the Add New button on the right side of the Services section
  6. Enter a Category for the service
  7. Enter the details of the service, such as the name, durations, recovery times, and prices
  8. Customize any additional settings, such as description, colour or default taxes.
  9. Click Save to add the service to your clinic

Default Tax: When the service is added to an invoice, this service will have the default tax automatically selected for that invoice item.

Recovery time is the added time added to the duration of your services. This is often used as time to change over the treatment room. The service duration plus the recovery time is used for booking appointments within Noterro and Online booking.

Prices support a third decimal point. This allows you control over rounding. For example, if after taxes your services is $99.99 but you want it to be $100, then simply adding $0.005 to the price will round it up.

Each service can be configured to have a different method to book within the Web Portal. They are:

  • Online Booking - This option allows patients to fully see availability and book appointments.
  • Email to Book - This option prompts the user to email the clinic.
  • Text to Book - This option prompts the user to begin an SMS message to the clinic.
  • Call to Book - This option prompts the user to call the clinic.

Keep in mind, that only Online Booking supports the ability for patients to see when times are available.

Adding Services in an Existing Category

If you want to add a service to an existing service category, here's what you need to do:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Service section
  5. Click on the + Add Service button on the respective service category
  6. Enter the details of the service, such as the name, duration, and price
  7. Customize any additional settings, such as description or taxes
  8. Click Save to add the service to your clinic

Editing Services

If you need to make changes to a service, follow these steps:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Service section
  5. Locate the specific service you want to edit and click on its Name
  6. Update the necessary details
  7. Click Save to save the changes

Disabling Services

Disabling a service is useful when you want to temporarily remove it from your offerings. Here's how you can disable a service:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Service section
  5. Locate the specific service you want to disable and click on the Three Dot dropdown menu
  6. In the menu that appears, click on the Disable button

Enabling Services

If you’ve previously disabled a service, Here's how you can enable a service:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Service section
  5. Click on Show Disabled Services in the Services section
  6. Locate the specific service you want to enable and click on the Three Dot dropdown menu
  7. In the menu that appears, click on the Enable button

Deleting Services

Deleting a service should be done with caution, as it permanently removes it from your clinic's offerings. If you're certain you want to delete a service, follow these steps:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Service section
  5. Locate the specific service you want to delete and click on on the Three Dot dropdown menu.
  6. In the menu that appears, click on the Delete button
  7. In the prompt that appears, click on “Yes, Delete”

Please note that deleting a service will permanently remove it from your clinic's offerings, and any associated data will be lost. Make sure to back up any important information before proceeding with the deletion.

Reordering Online Booking Services/Service Categories

You may want your service or service categories to be displayed in a specific sequence for online booking.

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Service section
  5. Click-and-hold on the Six Dots to the left of the Service or Service Category and drag it to a new position

Emailing a Form when an Appointment is Booked

You may want to send out a form when an appointment is booked, or with the appointment email reminder. If you want an intake form to be sent automatically, you will need to add a service indicating the first appointment, for example, Initial Appointment. If you add Form Automation to all services, a form will be sent out every time that service is booked.

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Service section
  5. Locate the specific service you want to add Form Automation and click on its Name
  6. Scroll to the bottom of the Slideout
  7. Select the Form from the dropdown
  8. Select the Timing (Immediately or with Email Reminder)
  9. Click Save

By effectively managing your services in Noterro, you can ensure that your clinic's offerings are up-to-date and accurately reflect the services you provide. If you have any questions or need further assistance, our support team is always here to help.

As an administrator of Noterro, you have the ability to efficiently manage the services offered by your clinic. Whether you need to add, edit, disable, or delete a service, we've got you covered. Let's explore each of these actions and how to perform them.

Adding Services

Adding a new service to your clinic is a simple process. Here's what you need to do:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Service section
  5. Click on the Add New button on the right side of the Services section
  6. Enter a Category for the service
  7. Enter the details of the service, such as the name, durations, recovery times, and prices
  8. Customize any additional settings, such as description, colour or default taxes.
  9. Click Save to add the service to your clinic

Default Tax: When the service is added to an invoice, this service will have the default tax automatically selected for that invoice item.

Recovery time is the added time added to the duration of your services. This is often used as time to change over the treatment room. The service duration plus the recovery time is used for booking appointments within Noterro and Online booking.

Prices support a third decimal point. This allows you control over rounding. For example, if after taxes your services is $99.99 but you want it to be $100, then simply adding $0.005 to the price will round it up.

Each service can be configured to have a different method to book within the Web Portal. They are:

Keep in mind, that only Online Booking supports the ability for patients to see when times are available.

Adding Services in an Existing Category

If you want to add a service to an existing service category, here's what you need to do:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Service section
  5. Click on the + Add Service button on the respective service category
  6. Enter the details of the service, such as the name, duration, and price
  7. Customize any additional settings, such as description or taxes
  8. Click Save to add the service to your clinic

Editing Services

If you need to make changes to a service, follow these steps:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Service section
  5. Locate the specific service you want to edit and click on its Name
  6. Update the necessary details
  7. Click Save to save the changes

Disabling Services

Disabling a service is useful when you want to temporarily remove it from your offerings. Here's how you can disable a service:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Service section
  5. Locate the specific service you want to disable and click on the Three Dot dropdown menu
  6. In the menu that appears, click on the Disable button

Enabling Services

If you’ve previously disabled a service, Here's how you can enable a service:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Service section
  5. Click on Show Disabled Services in the Services section
  6. Locate the specific service you want to enable and click on the Three Dot dropdown menu
  7. In the menu that appears, click on the Enable button

Deleting Services

Deleting a service should be done with caution, as it permanently removes it from your clinic's offerings. If you're certain you want to delete a service, follow these steps:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Service section
  5. Locate the specific service you want to delete and click on on the Three Dot dropdown menu.
  6. In the menu that appears, click on the Delete button
  7. In the prompt that appears, click on “Yes, Delete”

Please note that deleting a service will permanently remove it from your clinic's offerings, and any associated data will be lost. Make sure to back up any important information before proceeding with the deletion.

Reordering Online Booking Services/Service Categories

You may want your service or service categories to be displayed in a specific sequence for online booking.

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Service section
  5. Click-and-hold on the Six Dots to the left of the Service or Service Category and drag it to a new position

Emailing a Form when an Appointment is Booked

You may want to send out a form when an appointment is booked, or with the appointment email reminder. If you want an intake form to be sent automatically, you will need to add a service indicating the first appointment, for example, Initial Appointment. If you add Form Automation to all services, a form will be sent out every time that service is booked.

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Service section
  5. Locate the specific service you want to add Form Automation and click on its Name
  6. Scroll to the bottom of the Slideout
  7. Select the Form from the dropdown
  8. Select the Timing (Immediately or with Email Reminder)
  9. Click Save

By effectively managing your services in Noterro, you can ensure that your clinic's offerings are up-to-date and accurately reflect the services you provide. If you have any questions or need further assistance, our support team is always here to help.

Managing Clinic Contact Information

Managing Locations

Managing Practitioners

Managing Assistants

Managing Products

Managing Restricted Access

Viewing Access Logs

Requesting Activity Logs

Deleting Your Clinic Account

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming