Skip to main content

Practice Setup

Set your practice email and details

Your practice address, ABN, phone and fees, entered once and reused on every form and report.

4 steps · 2 min read

You
1
2
3
4
You

Open Settings, then Practice details

Settings is the last item in the left sidebar. Practice details is in the list on that page. It holds your practice name, ABN, clinic address, phone and fees, and everything you put here is reused on your forms and reports.

You

Fill in Practice Email

This is the address your practice uses, and it is not the address you sign in with. Set it and it becomes where notifications about your clients go, and what prints on your reports in place of your login address.

The Practice details form showing a Phone field above a Practice Email field with the placeholder admin@yourpractice.com.
Leave it blank and reports fall back to the address you sign in with.
You

Save Changes

The button sits at the bottom of the panel. Reports and notifications pick the new address up straight away.

You

Add your professional details too

Your professional details, also under Settings, holds your name, title, profession and credentials. These print on the reports you send out, so it is worth doing at the same time.

Frequently asked questions

Is the practice email the same as my login?▾
No, and that is the point of it. You keep signing in with the address you registered with. The practice email is what prints on reports and receives notifications about your clients, so a practice can use a shared inbox without anyone changing how they log in.
Can I change the email I sign in with?▾
Not from Settings. Setting a practice email covers what most practices actually want. If you do need your login address changed, contact support and we will change it for you.
What happens if I leave Practice Email blank?▾
Reports print the address you sign in with, and each notification goes to the person it is about. Nothing breaks; setting it simply moves practice mail to one inbox.
Where do my fees and credentials appear?▾
On the forms and reports your practice sends. Practice details covers the practice-wide items like fees and cancellation policy, and Your professional details covers your name, title and credentials.

Related guides

Setup5 steps

Turn on your registration form

Switch on the form new clients fill in about themselves, and choose what it asks.

Setup5 steps

Review your consent forms

Your practice starts with consent and admin forms already drafted. Read each one, change what you want, and make it live.

Setup4 steps

Edit a consent or practice form

Update the wording or sections of a form you have already set up. Consents already signed are not affected.

Ready to try a different approach?

Calm forms for the people filling them in. Scored results and reports for you.

Setup in 2 minutes
Cancel anytime
Email support
Start your free 30 days

Full Professional access for 30 days, no card. Then a free plan with 3 forms and 10 responses.

Quiet design. Real impact.

Or try a free self-test →