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  • Practice Setup
  • Dashboard
  • Integrations
  • Calendar
  • Schedule
  • Clients
  • Progress notes
  • Billing
  • Catalog
  • Contacts
  • Tasks
  • Online booking
  • Client portal
  • Inventory & products
  • Letters
  • Forms
  • Settings
    • Billing
    • Templates
    • Staff
    • Scheduling
    • General
  • Migrations
HomeSettings

Settings

Learn how to set up and manage your workspace settings in Caspen.

Collections

Billing

Adjust general setting covering invoices, payments and taxes in Caspen.

3 articles

Templates

Learn how to create and manage reusable templates for forms, letters, emails, body charts, and appointment notifications.

8 articles

Staff

Add and manage your team members in Caspen.

3 articles

Scheduling

Set up appointment and class automated notifications and cancellation reasons.

4 articles

General

Account, branding, and other general settings.

5 articles