You can personalize your PDF exports by adding your own details and visuals.
⚠️ Any customizations you add will apply to all PDFs available in your account. PDFs and PDF customization are only available on the web app.
How to Customize your PDFs
How to Customize your PDFs
Go to Your Account Settings. From the dashboard, click your name in the top right corner of the screen. Select Account from the dropdown menu.
Open PDF Customization. Once you are on the Account page, click on the PDF Customization section.
Customize Your PDF. You can tailor your PDF exports by adding extra information or uploading a custom image.
You can choose to include additional info. Enter the information you want to appear at the top of your PDF exports, such as clinic name, phone number, or email address.
To upload an image, select the Edit button that appears in the bottom right corner of the customization area.
Available PDFs
Available PDFs
These settings will affect the two types of PDFs that can be exported through the web app.
A full note PDF
A client summary PDF
Both export types will reflect all customization choices you have turned ON.