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Settings at a glance

Click the gear at the top right to open Settings. Pick an area from the tabs across the top, then a page from the list on the left. On a phone, the list shows as a row of buttons above the page.

Settings open on Practice, with the list of Practice pages on the left

Area Pages Who can change it
You My profile · Sign-in and security Everyone, for themselves
Practice Practice details · Offices · Hours and closures · Booking rules · Online scheduling · Notifications Owners and Office Managers
Patients and AI AI receptionist · Forms · Automations Owners and Office Managers
Team Everyone who works at the practice Owners and Office Managers
Plan and billing Your NixDent plan and NixNotes seats Owners

Other people can open most pages to look, but can’t change anything.

Pages that differ per office (hours, booking rules, notifications, the AI receptionist) have an Office picker at the top right. Check it before you change anything, so you’re editing the right office.

Some settings show a lock, or say Set up by NixDent. Examples are the AI’s voice and phone numbers, and scheduling rules NixDent locked for an office. Use Request and tell us what you need.