Welcome to CompanyOn
Now that you have activated your CompanyOn account, Let us help you navigate through the key steps to set up the account.
Let’s show you how it works.
First, head to your account profile and set up any taxes your services may need.
Set the name and the tax percentage and assign as required.
Now, Let's set up the services you will be providing as part of your practice. You can name them as you need. Add prices, any penalties fee, duration and taxes if needed.
You can also add a description to the service. This information will be reflected in your invoices.
Next, let's set up your profile as a practitioner. Enter your personal information, your professional registration number, add a short bio about you, assign roles if needed and add the services you will be providing.
Note that the information entered here will be reflected in your invoices and receipts, in addition to your online services such as booking and online forms, if you decide to add one. Pause
Finally, let's set up the profile of your clinic. Add a logo, and any information related to your business. As with your profile, information entered here will be reflected in your invoices and receipts, in addition to your online services such as booking and online forms.
That is it!
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