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How can we help?

Guides for setting up and running your practice on ooptify. Use the search above, or browse by topic.

Getting started

Create an account, set up your practice and take your first steps in ooptify.

Users, roles and permissions

Manage team members and control what each person can access.

Locations and practitioners

Set up your locations, rooms and practitioner profiles.

Services and pricing

Define appointment types, services and fees.

Appointments and calendar

Run the daily diary: booking, rescheduling and wait lists.

Online booking

Let patients book online, straight into your calendar.

Patient or client records

Clinical records, notes, documents and history.

Dispensing and inventory

Dispensing records, stock management and supplier ordering.

Billing and payments

Invoices, payments, claims and reconciliation.

Xero and accounting

Connect ooptify to Xero and keep your books in sync.

Communications and reminders

SMS and email reminders, recalls and messaging.

Reports

Dashboards and reports for revenue, appointments and performance.

Integrations

Connect ooptify with other tools your practice uses.

Security and privacy

Access control, data protection and privacy practices.

Troubleshooting

Fixes for common problems.

Contact support

How to reach the ooptify support team.

Easier to just look around?

Explore a working ooptify sandbox in approximately 30 seconds.