Settings is where you configure how your clinic works. Most of this is set up once and updated occasionally. Open Settings from the bottom of the sidebar; the settings menu on the left is split into three groups:
| Group | Sections | Who sees it |
|---|---|---|
| User Account | Personal Profile, My Availability, Security & Password | Everyone (My Availability: Owners and Consultants) |
| Clinic Organization | Getting Started, Staff, Public Page & Booking, Rooms & Counters, Document Templates | Owners (Consultants can view Staff) |
| Finance & Billing | Price Schedules, Tax Profile & Invoicing, Subscription & Billing | Owners only |
You only see the sections your role can use. On any settings screen, Ctrl/Cmd + S saves your changes, and EazyClinic warns you if you try to leave with unsaved changes.
Personal Profile
Your own details as a user:
- Professional Photo — upload a profile photo.
- Personal & Professional Identity — first name, last/family name, mobile phone number, and a Clinical Bio & Specialty Summary.
Professional details (Consultants and Owners)
If you're a Consultant or an Owner, your profile also has a Professional Details section:
- Specialty — pick from a searchable list, grouped into Medical and Dental specialties.
- Credentials — free text, for example
MBBS (UK), MRCP (UK).
Click Save (or Ctrl/Cmd + S) to store them.
Professional registrations
Below that, consultants keep their registrations with regulatory bodies — for example the Malaysian Medical Council (MMC) or the Malaysian Dental Council. Each registration records:
- Regulatory body (and its country)
- Registration number
- Licence number and licence expiry — labelled after the body's own licence name where it has one, e.g. APC number and APC expiry for the MMC.
Click Add registration to add one. Unlike the profile fields, registration changes save immediately. You can edit or delete a registration, and Set as primary on the one that should appear on your documents — only one registration is primary at a time.
EazyClinic watches licence expiry for you: a registration shows an orange Expires in N days tag when its licence expires within 60 days, and a red Expired tag once it has lapsed.
Your primary registration, specialty, and credentials can be printed on generated documents through the consultant template variables. Registrations are never shown on your public clinic page.
My Availability
Consultants set their own working hours here — the days and times they're available for appointments. These hours generate the bookable slots reception sees when booking. See the Staff guide for how recurring and one-off availability work. (Owners can also set a consultant's availability from that consultant's staff profile.)
Security & Password
Change your password.
Getting Started
The Owner's first-run checklist — the six steps that take a new clinic from empty to its first paid visit. From here you can reopen the checklist or restart it. See Getting Started.
Staff
Your team list: invite team members, see their roles, and open a staff profile. See the Staff guide.
Public Page & Booking
Public Page & Booking holds each branch's public-facing information — and it does double duty: once it's complete, it powers a ready-made public clinic page and an online booking link for that branch. A completion bar at the top shows how far along the page is, and it only goes live once the required fields are filled.
The fields
| Field | What it's for |
|---|---|
| Clinic name / Branch name | Shown at the top of your public page. |
| Logo | Your branding on the public page. |
| Slug (required) | The web address of your public page and booking link, e.g. eazyclinic.io/clinic/your-slug. |
| About us | A short description shown on the public page. |
| Phone number (required) | Contact number shown on the public page. |
| Email (required) | Contact email shown on the public page. |
| Operating hours | So patients know when you're open. |
| Services offered (required) | The services listed on your public page — add at least one. |
| Accepted insurance providers (panels) | The panels you accept, shown to patients. |
| Branch address (required) | Shown on the page and used for directions. |
| Google Maps embed | Adds a map so patients can find you. |
| Google review widget | Shows your Google reviews on the page. |
| Consultants to display (required) | Which consultants appear on the page — and who patients can book. |
| Clinic gallery | Up to 12 photos of your clinic. |
| Social media | Links to your social profiles. |
Required to publish
Six fields must be filled before the public page and booking link go live: Slug, Phone number, Email, Services offered (at least one), Branch address, and Consultants to display. Until they're all in, the details still save but the page stays hidden. The completion bar shows what's still missing — and the more of the optional fields you add, the richer your page looks.
What you get once it's complete
- A public clinic page — a professional page at
eazyclinic.io/clinic/<your-slug>showing your details, services, opening hours, map, Google reviews, and bookable consultants. Use the View Page button to open it, then share the link or add it to your Google listing. - An online booking link — an embeddable appointment page at
eazyclinic.io/embed/clinic/<your-slug>/appointment. Paste it into your own website or share the link so patients can book appointments themselves. Bookings from new patients arrive as Pending for your front desk to confirm and register — see the Appointments guide.
If you run multiple branches, each branch has its own public page and booking link.
Rooms & Counters
Set up the rooms and counters at each branch — consultation rooms, a treatment room, the dispensary, the payment counter — so your team can call patients to a specific place. Click Add Room, give it a name, and mark it active. Rooms appear when you use Call to Room — see the Queue guide.
Document Templates
Create reusable templates for the documents you hand to patients — medical certificates, referral letters, medicine labels, and more. When you generate a document during a visit, EazyClinic fills in the details for you using dynamic variables you place in the template with double curly braces, for example {{patient.firstName}}.
Available variables include:
- Patient:
patient.firstName,patient.lastName,patient.dateOfBirth,patient.gender,patient.idNumber,patient.contactNumber - Consultation:
consultation.id,consultation.notes,consultation.visitingNotes,consultation.date,consultation.time - Medication:
medication.table(inserts the prescribed medications as a table) - Consultant:
consultant.name,consultant.title,consultant.specialty,consultant.credentials,consultant.regulatoryBody,consultant.registrationNumber,consultant.licenceNumber - Clinic:
clinic.name,clinic.logo,branch.name,branch.address,branch.contactNumber - Date:
date.fullDate,date.day,date.month,date.year,date.time - Dynamic (you fill in at generation time):
dynamic.note,dynamic.followUp,dynamic.instructions,dynamic.comments
The consultant variables come from the consultation's consultant. consultant.specialty and consultant.credentials come from their Personal Profile, and consultant.regulatoryBody, consultant.registrationNumber, and consultant.licenceNumber (their APC number, for MMC) come from their primary registration. For example, a medical certificate footer of {{consultant.name}}, {{consultant.credentials}} — {{consultant.regulatoryBody}} {{consultant.registrationNumber}} prints something like Dr. Aisyah Rahman, MBBS (UK) — MMC 12345. If a consultant hasn't filled one in, that variable prints as blank rather than showing the {{...}} tag. When you preview a template in settings, sample values are shown instead.
Build the template in the editor, insert the variables you need, and save. The template is then available to pick during any consultation. See Consultations for generating documents.
Price Schedules
Price schedules (also called pricing tiers) let you charge different rates for different patients — for example, a specific insurance panel versus a walk-in cash rate.
- Go to Settings → Price Schedules and click Add Pricing Tier.
- Name the tier (for example, the panel or plan name).
- Save it.
Once a tier exists, you can set a price for it on each of your services and medications. During a visit, EazyClinic charges the price that matches the patient's tier. A patient's tier is remembered from their last visit and can be changed per consultation. At checkout you can also change a single line's tier or price — see Consultations.
Tax Profile & Invoicing
Tax profiles hold the business details used on LHDN e-invoices. Click Add Profile and enter your:
- Business Name
- Tax Identification Number (TIN)
- Business Registration Number (BRN)
You can keep more than one tax profile if you invoice under different entities. These are the supplier profiles you choose from when submitting an e-invoice — see the E-Invoicing guide.
Subscription & Billing
This is your clinic's own EazyClinic plan — what your clinic pays for EazyClinic. It's separate from the bills you issue to patients, which live in the Billings module. Only the Owner can see and manage the subscription.
Your current plan
The top of the page shows your current plan: its name, whether it's billed monthly or yearly (or is a free trial), when the current period ends, and how far through the period you are. During a trial it shows when the free trial ends; no payment is taken during the trial.
Choosing or changing a plan
- Open Settings → Subscription & Billing.
- Use the Monthly / Yearly switch to choose how you'd like to be billed. Yearly costs the same as 10 months — you get 2 months free compared with paying monthly. The page shows the saving as "Save up to X%".
- Compare the plans — each plan card lists what's included, and the comparison table shows which features (patient records, consultations, billing, queue, appointments, inventory, document templates, reporting, LHDN e-invoicing, public clinic listing, multiple branches) come with each plan.
- Pick a plan and continue to checkout to pay securely online.
When you return from checkout, EazyClinic confirms whether the payment went through. If a payment is still pending or didn't complete, you can retry the payment from the same page.
Subscription history
The history table lists your past and current subscriptions — plan, billing period, amount, and status.
Cancelling
Click Cancel subscription and confirm. Cancelling takes effect immediately: your plan ends straight away, automatic payments stop, and no refund or credit is given for the rest of the period you've already paid for.
Billing alerts
If something needs attention — a renewal payment is overdue, your free trial has ended, or your plan has expired — EazyClinic shows the Owner a banner in the sidebar and on the Billings page, with a link back here to sort it out.
Related guides
- Getting Started — roles, branches, and the getting-started checklist.
- Staff — inviting your team and consultant availability.
- Inventory and Services — where price schedules are applied.
- E-Invoicing (LHDN) — where tax profiles are used.
