General details
General in the sidebar is what the organization is called, how it is reached, and where it is. Owners and admins can edit it; everyone else sees it read-only.
Details
Section titled “Details”- Name. What your team sees at the top of the sidebar and what appears on billing.
- Email and Website. The practice’s own, for reference.
- Time zone. The zone every line’s schedule is read in, unless a line sets its own. Choose the zone the practice is in. See Routing and shifts for how a line’s clock works.
Address
Section titled “Address”Street, suite, city, state and postal code. This is where the practice is, and it is what a new line’s emergency address starts from, so filling it in here once saves typing it on every line’s Compliance page.
Saving
Section titled “Saving”Save applies the whole form; Reset puts it back to what is saved. A change to any of these is recorded in the audit trail with the old and new values.