Welcome to Prahsys Tutorials. In this tutorial, you'll learn how to use the Settings page: turn payment methods on or off, set up receipt emails, and keep your practice's details up to date. Settings keeps your payment options and your practice's details in one place. To get there, click Settings in the sidebar.

Under Payment and Receipts, choose the payment methods your practice takes: Cash Payments, Check Payments, and ACH Payments. Each switch saves as soon as you click it, and its badge shows Enabled or Disabled. Switching off the methods you don't take keeps things simple for your team. They're no longer offered when you take a payment, and they're left out of the Payments Overview and your reports.

Under Receipts, turn on Receive Payment Receipts to email your office a copy of the receipt after each payment you take in the dashboard. Copies go to the Receipt Email address. Type an address and click Save, or leave it blank to use your primary contact's email.

On the right is the Cash Discount Program. Signing up for it is covered in its own tutorial.

Below, Details shows your practice's information. Some of it, such as the Legal Entity Name and Tax ID, is set during onboarding and can't be changed here. You can edit your Doing Business As name, the name your practice goes by. Further down, keep your Business Address, Mailing Address, Phone Number, and Website up to date. After you change a field, a Save Changes button appears. Be sure to click it, because your changes aren't saved until you do. At the bottom, Primary Contact is your practice's main point of contact for your account. Click the card to choose someone from your team. Channel Partner Contact shows the contact at your channel partner.

That's how to manage your settings in Prahsys. If you have questions, click the chat bubble in the bottom corner, then Send us a message. Our support team is happy to help. Thanks for watching Prahsys Tutorials.