Section
Settings & Integrations
12 tutorials in this section
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Setting Up a Second Practice Location
A second clinic, a shared team member, and per-location working hours — here's the order of operations so settings land where you expect.
5 min read -
Practitioner Commission
Configure commission rates per practitioner, choose how sales tax is treated, and read the commission report.
8 min read -
Transferring Ownership of Your Account
Hand your Daobook account — the subscription and every location under it — to another member of your team, with an accept step on their side.
3 min read -
Taking Online Payments with Square or Stripe
Connect Stripe on the Payments page so your clients can pay invoices online, pay a deposit when they book, and buy gift vouchers — straight into your own account.
5 min read -
Connecting HighLevel
Keep your clients in HighLevel (GoHighLevel / LeadConnector) as contacts with engagement fields, so your agency's campaigns and automations run on a current list.
3 min read -
Card Hold at Booking
Keep a card on file when clients book online, so a late cancellation or no-show can be charged the fee in your cancellation policy — by you, never automatically.
5 min read -
Adding Team Members and Setting Their Permissions
Give receptionists, bookkeepers, admins and other practitioners their own login, choose what each can see and do, and know which of them count toward your subscription.
5 min read -
Connecting your website with the Daobook API
Make an API key for your own website, app or WeChat Mini Program, hand it to your developer, and add a webhook so your site hears about changes.
4 min read -
Connecting an app to your Daobook
Let an app you use, such as an AI assistant, act as you in Daobook within what your role allows, see what it may do, and disconnect it.
3 min read -
Security settings
Set how everyone at your clinic signs in, see who opened, changed, exported and printed what, and choose when Daobook support may see your records.
4 min read -
Keeping a Card on File to Pay for Visits
Keep a client's card on file with their agreement, by a secure link or in the clinic, and charge it for their invoices from Record Payment — never automatically.
5 min read -
Setting up sales tax for a US practice
Turn on sales tax at your own rate, choose which kinds of lines carry it, set a product on its own, and see it on your invoices.
3 min read