Welcome!
The first thing you want to do is to customize your settings. Click on the gear icon in the to right corner and select Settings.
From here, you'll see a menu on the left and your personal information appears. This is where you'll edit your name, phone number, and email address.
The next setting is Subscription. This is where you can see your subscriptions and the Change Subscription option.
If you click Change Subscription, you'll be take to this page where you can change your subscription to monthly or yearly. Or in the unfortunately event that you need to cancel, that option is here. But we can pause subscriptions for you by messaging the Help Desk at help@biocanic.com.
The next setting is Payment Method. Should you need to change the card on file for your subscription, click the Update Payment button and you'll be able to complete that action.
After Payment Method is Integrations. This is where you're going to select the Third-Party integrations you want to see on your own dashboard. Your clients will need to turn on their own integrations once they have made an account.
When you toggle an Integration on, you'll be taken to that company's website to connect to Biocanic.
*See this tutorial on how to connect your Google calendar to Biocanic, and this tutorial on how to connect your Outlook to Google.
The next setting is Billing Options. You will toggle on the payment processor of your choice to connect either Square or Stripe to your Biocanic account. This enables your clients to pay you for your services.
Next you'll see Security. This is where you can change your password or enable Two-Factor Authentication. If you toggle 2FA on, you will be notified via email during any attempt made to login to your account. The email will include a clickable link that logs you in and takes you to your account.
The next option is Application Settings. This is where you customize the Default Assessments and Default Trackers that will be assigned to your clients upon enrollment.
The final option in Settings is the Dashboard Settings. This allows you to customize your Dashboard view to your liking. You can put the sections in any order by using the up or down arrows on the left side, and you can hide any sections you don't want to see by clicking the toggles on the right side.
If you'd like to see a walkthrough of the Settings area, watch this video.