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The organization settings allow you to configure various aspects of your organization, including basic details, integrations, and payment settings. Organization Settings

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Basic Settings

  • Organization Name: Your organization’s display name
  • Domain: Primary domain for your organization
  • App Domain: Domain used for your patient portal
  • Currency: Default currency for transactions

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Stripe Integration

  • Account Name: Your Stripe account name
  • Customer Portal URL: URL for the Stripe customer portal
  • Restricted Key: Your Stripe restricted key
  • Slack Payment Events Webhook: Webhook URL for payment event notifications

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Meta (Facebook) Pixel

  • Access Token: Meta Pixel access token
  • Pixel IDs: List of Meta Pixel IDs to track
  • CDP Access Token: Customer Data Platform access token

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Customer.io Integration

  • API Key: Customer.io API key
  • SMS Webhook Path: Webhook path for SMS notifications
  • Track API Key: API key for tracking events
  • Track Site ID: Site ID for tracking

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Additional Integrations

  • Front Account ID: Your Front customer service platform ID
  • Pinterest Settings:
    • Access Token
    • Add Account ID
  • Rewardful API Secret: Secret key for referral tracking
  • Rudderstack Write Key: Key for analytics integration
  • Snapchat Access Token: Token for Snapchat advertising

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Next Steps

After configuring your organization settings:
  • Test your integrations
  • Set up tracking and analytics
  • Configure your payment processing
  • Customize your customer communications
For additional support, please contact our support team.