Organisation Settings

Configure your practice's core details, branding, business information, and operational settings.

Overview

Organisation settings include:

Category	Settings
Practice Details	Name, ABN, contact information
Branding	Logo, colours, email templates
Business Hours	Operating hours by location
Regional	Time zone, date format, currency
Legal	Terms, privacy policy, consent forms

Practice Details

Basic Information

1. Go to Settings → Organisation
2. Configure:

Field	Description	Required
Practice name	Legal business name	Yes
Trading name	Name shown to clients	Yes
ABN	Australian Business Number	Yes
ACN	Company number (if applicable)	No
Registration	AHPRA practice registration	If applicable

Contact Information

Field	Description
Primary phone	Main contact number
Reception phone	Bookings line
Fax	If still used
General email	info@practice.com
Bookings email	bookings@practice.com
Website	Practice URL

Addresses

Add your practice addresses:

1. Click Add Address
2. Enter:
   • Address type (Physical, Postal, Billing)
   • Street address
   • Suburb, State, Postcode
   • Country
3. Set as primary if applicable

Branding

Logo Settings

Setting	Specification
Primary logo	PNG or SVG, minimum 200x200px
Icon	Square, 512x512px recommended
Email logo	Optimised for email, max 200px wide
Favicon	32x32px ICO or PNG

Uploading Logos

1. Go to Settings → Branding
2. Click Upload for each logo type
3. Crop/adjust as needed
4. Preview in context
5. Save changes

Brand Colours

Branding customisation is available on the Growth plan and above. You can choose from preset colour themes or set fully custom colours on the Enterprise plan.

Colour	Usage	Default
Primary	Buttons, links, accents	Praxi ochre (#C4956A)
Secondary	Supporting elements	Grey
Accent	Highlights, badges	Derived from primary
Background	Page backgrounds	White
Foreground	Body text	Dark grey
Muted	Subtle backgrounds	Light grey
Border	All borders	Grey

Colour Accessibility Ensure sufficient contrast between text and

background colours. Praxi validates colour combinations for WCAG 2.2 AA compliance and suggests adjusted shades if your chosen colours do not meet contrast standards. :::

Email Branding

Customise email appearance:

1. Go to Settings → Organisation
2. Configure:
   • Header logo
   • Footer content
   • Social media links
   • Legal disclaimers

Business Hours

Setting Hours

1. Go to Settings → Organisation
2. For each day:
   • Set opening time
   • Set closing time
   • Mark closed days
3. Add break times if needed

Multiple Locations

If you have multiple locations:

1. Select location from dropdown
2. Configure hours for that location
3. Hours apply to:
   • Online booking availability
   • Appointment scheduling
   • Reception coverage

Public Holidays

1. Go to Business Hours → Public Holidays
2. Auto-populated for your state
3. Mark practice open/closed for each
4. Set reduced hours if applicable

Regional Settings

Time Zone

Setting	Options
Primary time zone	Australian time zones
Display format	12-hour / 24-hour
DST handling	Automatic

Date and Number Formats

Setting	Australian Default
Date format	DD/MM/YYYY
Time format	12-hour with AM/PM
Currency	AUD ($)
Number format	1,234.56

Language

Setting	Options
Primary language	English (Australian)
Spelling	Australian English

Legal Settings

Terms of Service

Configure your practice terms:

1. Go to Settings → Organisation
2. Upload or enter:
   • Terms of service
   • Cancellation policy
   • Payment terms
3. Set where terms are displayed:
   • Online booking
   • Client portal
   • Invoices

Privacy Policy

Section	Content
Data collection	What you collect
Data use	How you use it
Data sharing	Third parties
Data retention	How long kept
Client rights	Access, correction, deletion

Consent Forms

Manage consent templates:

1. Go to Settings → Organisation
2. Configure:
   • General consent form
   • Treatment consent
   • Telehealth consent
   • Recording consent
3. Set which are required

Practice Policies

Cancellation Policy

Setting	Options
Notice required	24h, 48h, custom
Cancellation fee	Percentage or fixed
No-show fee	Full fee or percentage
Exceptions	Emergency, illness

Payment Policy

Setting	Description
Payment timing	Before, after, on day
Accepted methods	Card, cash, EFTPOS, bank transfer
Payment plans	Allow/don't allow
Late payment	Interest, reminders

Multi-Location Settings

Adding Locations

1. Go to Settings → Locations
2. Click Add Location
3. Enter:
   • Location name
   • Address
   • Contact details
   • Business hours
4. Configure:
   • Practitioners assigned
   • Services available
   • Rooms/resources

Location-Specific Settings

Each location can have:

Setting	Per-Location
Business hours	Yes
Contact details	Yes
Practitioners	Yes
Services	Yes
Branding	Optional

Subscription & Billing

Plan Details

View your subscription:

1. Go to Settings → Subscription
2. View:
   • Current plan
   • Billing cycle
   • Features included
   • Usage statistics

Upgrading

To upgrade your plan:

1. Go to Settings → Subscription
2. Click Change Plan
3. Select new plan
4. Confirm billing changes
5. New features available immediately

API & Integrations

API access and integrations are managed through the Developer Portal and Integrations pages, respectively. See the links below for full details.

• Developer Portal -- API keys, webhooks, OAuth 2.0
• Integrations Overview -- Accounting, payments, calendar, healthcare messaging

Data Management

Export Data

Export your practice data:

1. Go to Settings → Organisation
2. Click Export
3. Select data types:
   • Clients
   • Appointments
   • Invoices
   • Clinical notes (with appropriate access)
4. Choose format (CSV, JSON)
5. Download

Import Data

Import data from other systems using the guided migration flow -- see Switching to Praxi and the per-system migration guides for supported platforms.

Audit Settings

Activity Logging

Setting	Options
Log retention	7 years (minimum)
Log detail level	Standard, Detailed
Access logging	All, Sensitive only

Security Settings

Setting	Description
Session timeout	Auto-logout period
Password policy	Complexity requirements
MFA requirement	Optional, Required
IP restrictions	Allowed IP ranges

Best Practices

1. Complete all details - Full information helps with compliance
2. Keep ABN current - Update if changes
3. Review annually - Check all settings yearly
4. Test branding - Preview emails and portal
5. Document policies - Keep legal documents current
6. Train staff - Ensure team knows policies

Related

• Branding Setup
• Notification Settings
• Permissions

Was this page helpful?