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Overview of Settings

Basic information on every tab on the Settings page

Jessica Magri avatar
Written by Jessica Magri
Updated over a week ago

This article is an overview of every tab in the Settings page.

Note: To view and change your practice's settings, you must have the 'Manager' role assigned to you, or have editing permissions for all settings. For more information on roles and permissions, see here.

Select a tab on the left-hand side of the page, or a section from the list below to find out more about it:


From here, you can change the basic details and settings of your practice:

  • Clinic details: The name of your practice

  • Outgoing email: The email addresses from where all outgoing practice communications are sent

  • Allow secure sharing: Set the level of security that is required for patients and contacts to access shared documents. For more information, see here.

  • Share and email: Enable or disable sharing of various documents across your practice

  • SMS settings: Set the name that will appear on SMS messages sent by your practice. For more information, see here.

  • Incoming email: The email addresses that will be alerted when an online booking or questionnaire is completed

  • Currency: The form of currency that your practice will use. Product pricing, patient invoices, etc will all display this chosen currency

  • Video Consultation: For more information, see here.

  • Logo: Change your practice's logo*. This logo can then be inserted into letters, forms, emails, etc.

*Note: It can take a few hours for your logo to update across Semble. Sometimes the logo may have uploaded, but your browser is not properly displaying it. To fix this, clear your browser cache and refresh Semble.


Roles determine the different permissions that users in your practice have to view and edit settings. For more information, see here.


Create, edit, and delete users for your practice. Users are the people who have access to Semble, such as clinicians who want to manage bookings. Every user has a role assigned to them that determines their permissions to view and edit settings.

For information on how to create a new user, see here.


Create, edit, and delete locations for your practice. Different locations can be linked to different products and clinicians. Locations can also have individual rooms added to them that can also be uniquely set up.

For more information on how to create and edit locations, see here.


From here, you can set the appointment availability periods of your locations, rooms, and clinicians.

For more information on how to set availability, see here.

Access groups

An access group is a group of patient or contact records on Semble which you can assign users to. Only the assigned users will be able to see these specific records.

For more information, see here.

Medical settings

There are a variety of settings here:

  • Patient summary: Choose which summary categories you want to be available on patient records

  • Consultations: Configure consultation note settings, and choose which record types you want to be available in consultation notes

  • Prescriptions: Configure prescription settings, and add footers to prescription labels

  • Labs: Choose whether to default the sample date of labs to the date that they are issued.

Note: Make sure that you click the Save button in the top right-hand corner after you have finished editing the medical settings.

Lab settings

View and link your Semble with registered private laboratories. When linked, you can set up a direct link for submission of lab tests and for receiving results.

For more information, see here.

Online booking

Set up online booking forms for your practice. Online booking allows patients to book themselves into appointments based on the availability of your clinicians.

For information on how to set up online booking, see here.

SMS & email templates

Configure your templates for appointment confirmations and reminders. Confirmations and reminders can be sent as an SMS or email.

For more information on how to set up appointment confirmations and reminders, see here.

Patient settings

Set up different types of ID numbers for patients. When set up, patients can have unique identifiers such as their NHS number assigned to their records.

For more information, see here.

Invoice and payment

Configure how you want your practice to generate invoices and take payments from patients:

  • Invoice: General settings for your practice's invoicing, such as how long users can edit invoices for

  • Invoice details: Choose which details are automatically generated on patient invoices

  • Payment terms and bank details: Enter the payment details that you want your patients to pay their invoice to. These details will appear on all invoices

  • Payment Types: The list of accepted payment methods for your practice. Click add payment type at the bottom of the page to add a new payment method

Label settings

Categorise your patients and products in Semble with digital labels. When set up, you can add a label to a patient or product on their page, and then search for them using that label.

For more information, see here.

Letter templates

Create fully customisable letter templates for your practice. Letters can be made for anyone, and can be sent either as a PDF, or printed out as a physical copy.

For more information, see here.

Consultation templates

Create consultation templates for clinicians. Consultation templates prompt clinicians to ask patients a certain set of questions during their appointment.

For more information, see here.


Create questionnaires such as pre-consultation forms and consent forms, which clinicians can send to patients before their appointment.

For more information on how to set up questionnaires, see here.


Link Semble to other programs:

  • Xero: A cloud-based accounting software platform

  • Semble Pay (coming soon): Payment processing software powered by Stripe or Stripe: payment processing software

  • Healthcode: Practice management software

  • OneWelbeck: A private practice based in London. When integrated, Semble can receive images from external lab results, and securely share bookings with the Compucare database

Note: You may have to request access to some of these integrations before you attempt to add them to Semble. For more information, contact our Customer Success team at

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