Account

The Account page is where each CRM user manages their personal login details and, for owners and managers, the clinic's public-facing profile. It is split into three tabs: My Profile, Password, and Clinic Profile.

Where to find it: Click your user avatar or initials in the top-right corner of the CRM, then click Account from the dropdown menu.

The three tabs

Tab	What it covers	Who can edit
My Profile	Your own name, email address, and profile photo	Every user (personal to each account)
Password	Your CRM login password	Every user (personal to each account)
Clinic Profile	The clinic's name, contact details, timezone, currency, and address	Owners and managers only

My Profile tab

The My Profile tab manages your personal account information. Changes here affect only your own login — not anyone else's.

At the top of the tab, your current avatar, full name, and role badge are shown as a preview. Below that, the editable form and photo uploader appear.

Updating your profile

1. Click your avatar or initials in the top-right corner and select Account.
2. The My Profile tab is active by default.
3. To change your photo, click the Profile Photo upload zone and select an image from your device. To remove a photo and return to your initials avatar, click the remove option in the upload zone.
4. Update your First Name, Last Name, and/or Email as needed.
5. Click Save Profile.

warning

The Email field on My Profile is your CRM login email. If you change it and click Save Profile, your new login email takes effect immediately. Make sure you have access to the new email address before saving.

What each field means (My Profile)

Field	Description
Profile Photo	An optional photo displayed next to your name across the CRM. Supports standard image formats. If no photo is set, the system shows your initials.
First Name	Your given name. Required. Shown in the navigation, on appointment records, and in staff-facing views.
Last Name	Your family name. Required. Combined with First Name wherever your full name appears in the CRM.
Email	Your email address used to log in to the CRM. Changing this updates your login credential immediately after saving.

Password tab

The Password tab is where you change your CRM login password. You must know your current password to set a new one — there is no bypass or admin override from this page.

Changing your password

1. Open the Account page from the top-right dropdown.
2. Click the Password tab.
3. Enter your Current Password.
4. Enter your New Password. It must be at least 8 characters.
5. Re-enter the same new password in the Confirm New Password field.
6. Click Change Password.

If the change is successful, all three fields are cleared and a confirmation toast appears. Your new password is active immediately.

tip

If you have forgotten your current password and cannot log in, use the forgotten password flow on the login screen instead of this tab.

What each field means (Password)

Field	Description
Current Password	Your existing CRM login password. Required to verify your identity before the change is accepted.
New Password	The password you want to switch to. Must be at least 8 characters.
Confirm New Password	Re-enter the same new password to confirm there are no typos. The form will not submit if this does not exactly match the New Password field.

Clinic Profile tab

The Clinic Profile tab contains your clinic's public-facing information — the name, contact details, timezone, currency, and physical address that appear across the CRM and in the patient app.

All users can open this tab and see the current values. However, only owners and managers can make changes. For practitioners, receptionists, and staff, every field on this tab is disabled and the Save Clinic Profile button is not shown. The card description for those roles reads: "Clinic profile is managed by owners and managers."

Owners and managers also see a second card on this tab — Clinic Address — which contains the geocode-powered address search. This card is hidden from other roles entirely.

Updating the clinic profile

1. Open the Account page and click the Clinic Profile tab.
2. Edit the fields you want to change (Clinic Name, Contact Email, Phone Numbers, Timezone, Currency).
3. Click Save Clinic Profile at the bottom of the form.

tip

Timezone and currency changes take effect across the CRM immediately after saving — appointment times are displayed in the new timezone, and pricing is presented in the new currency symbol. Discuss any currency change with your team before applying it.

Managing phone numbers

Phone numbers are managed as a list rather than a single field. Each entry has two inputs: a short label (for example, "Reception" or "Treatment room") and the phone number itself.

• Click Add Number to add a new entry. Up to 5 numbers can be stored.
• Click the bin icon on any row to remove that number.
• The first number in the list is shown as the primary contact in the patient app. Order the list accordingly.
• If no phone numbers are listed, the patient app shows no contact number for the clinic.

Updating the clinic address

The Clinic Address card beneath the main form uses a geocode search to find and verify your clinic's physical location. The current address is shown at the top of the card.

1. Type your clinic's street address or postcode into the search bar. The field supports UK, Ireland, Australian, and New Zealand addresses.
2. Press Enter or click Search.
3. A list of matching addresses appears below the search bar.
4. Click the correct address from the list.
5. The address is saved immediately — there is no separate Save button for this step.

warning

The address saved here is used for the patient-facing clinic search in the Glovora app, allowing prospective patients to find your clinic. Entering an incorrect address will affect discoverability. Make sure the geocoded address matches your clinic's actual location before confirming.

What each field means (Clinic Profile)

Field	Description
Clinic Name	The trading name of your clinic as it appears in the CRM and the patient app. Required.
Contact Email	A clinic-level email address shown to patients for enquiries. This is distinct from your personal My Profile email. Can be left blank.
Phone Numbers	A list of up to 5 phone numbers, each with a label. The first entry is the primary contact number displayed in the patient app.
Timezone	The timezone used for all appointment scheduling, calendar displays, and time-based notifications across the CRM. See the full list of 21 supported timezones below.
Currency	The currency used for treatment pricing, transactions, and payouts. See the 7 supported currencies below.
Clinic Address	The verified physical address of your clinic, set via geocode search. Used in the patient-facing clinic discovery map. Supports UK, Ireland, Australia, and New Zealand addresses.

Supported timezones

Region	Options
Europe	Europe/Dublin, Europe/London, Europe/Paris, Europe/Rome, Europe/Madrid, Europe/Amsterdam, Europe/Berlin, Europe/Lisbon
Australia	Australia/Sydney, Australia/Melbourne, Australia/Brisbane, Australia/Perth, Australia/Adelaide
Pacific	Pacific/Auckland
Americas	America/New York, America/Chicago, America/Denver, America/Los Angeles
Asia / Middle East	Asia/Dubai, Asia/Singapore, Asia/Tokyo

Supported currencies

Code	Currency
GBP	British Pound (£)
EUR	Euro (€)
AUD	Australian Dollar (A$)
NZD	New Zealand Dollar (NZ$)
USD	US Dollar ($)
AED	UAE Dirham (AED)
SGD	Singapore Dollar (S$)

Common mistakes

Changing the email on My Profile without realising it updates the login credential The Email field on My Profile is not a separate notification address — it is the email you use to sign in to the CRM. If you change it and click Save Profile, you will need to use the new email address to log in from that point forward. If you lose access to the new inbox before confirming, you may be locked out of your account.

Clicking Save Clinic Profile expecting it to save the address too The Clinic Address has a separate save mechanism — it saves automatically when you select an address from the geocode suggestions list. There is no Save button for the address, and it is not included in the Save Clinic Profile action. If you update clinic name and address in the same session, make sure you have clicked a geocode result before you leave the tab.

Entering a new password that does not meet the 8-character minimum The Password tab will not submit if the new password is fewer than 8 characters. The form shows a validation error inline but does not explain the minimum length unless the error is triggered. If the Change Password button appears to do nothing, check whether a validation message has appeared beneath the New Password field.

Expecting the Confirm New Password field to auto-populate The Confirm New Password field must be typed separately — it does not copy from the New Password field. If the two entries do not match exactly (including spacing and capitalisation), the form shows a "Passwords do not match" error and will not submit.

Adding phone numbers in the wrong order The patient app displays the first phone number in the list as the clinic's primary contact. If your main reception number is added second or third, patients may be shown an incorrect or secondary number. Review the order of the list before saving, particularly after adding or removing entries.