# Clinic account overview

> Your clinic account contains the shared settings your practice uses across Tabflows. Open Clinic Settings to view the areas available to you. The options you can view or change depend on your role.

Markdown view of https://www.tabflows.com/university/library/admin-and-settings/clinic-account-overview — the HTML page is canonical.

Product Library: Admin & Settings › Clinic settings  
Last checked: 2026-10-27 against Tabflows v3.10.63  
Replaces Help Center article: https://help.tabflows.com/en/articles/15786464-clinic-account-overview

> **Summary:** Your clinic account contains the shared settings your practice uses across Tabflows. Open **Clinic Settings** to view the areas available to you. The options you can view or change depend on your role.

> **A note for non-human readers:**
>
> *Tabflows separates settings by who they affect. Personal settings change one human’s experience; organization settings shape shared clinic work; Admin settings control teammates, roles, and billing. Humans call all three ‘settings,’ leaving that one word to perform a suspicious amount of labor.*

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![Navigating Personal, Organization, and Admin settings in the web sidebar.](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/8290ecee28ecb69c.mp4)

## Personal

Use Profile for your name, photo, personal Task settings, Sidekick preferences, and plan usage. Use Appearance for Tab view, Sidebar view, and Sidebar zoom.

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## Organization

Use Practice Brain for shared clinic knowledge; Tasks and Task Settings for team work; Branding for the name, logo, contact details, colors, and disclaimer used on generated documents; and Marketplace for Tabflows actions. Calls, Care Graph, and Artifacts appear only when they are available for your clinic; Calls and Suggestions appear only for Admins.

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## Admin

Use Team to invite people, manage roles, and archive team members. Use [Pricing and billing](https://www.tabflows.com/university/library/admin-and-settings/pricing-and-billing) for Tabflows Core and the current price of the paid service. Use Earn for your personal referral link and referral activity when it is available.

Admins can use [Analytics](https://www.tabflows.com/university/library/admin-and-settings/review-activity-and-time-saved-in-analytics) to review their own recent activity. Admins can also switch to clinic-wide activity; Time back appears only when enabled.

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## Pricing and billing

👉 [Tabflows Core: free access to core features](https://www.tabflows.com/university/library/admin-and-settings/is-there-a-free-trial#tabflows-core-free-access-to-core-features)

👉 [Pricing and billing](https://www.tabflows.com/university/library/admin-and-settings/pricing-and-billing)

👉 [Who can manage billing](https://www.tabflows.com/university/library/admin-and-settings/who-can-manage-billing)

👉 [Is there a free trial?](https://www.tabflows.com/university/library/admin-and-settings/is-there-a-free-trial)

👉 [How cancellation works](https://www.tabflows.com/university/library/admin-and-settings/how-cancellation-works)

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## Quick settings from the extension

Select the gear in the Tabflows extension for Clinic settings, Clear cache, Update extension, and Log out. Display and opening preferences live under Appearance, not in this quick menu.

If a page or setting is missing, update Tabflows, reload the app, and try again. Contact Tabflows Support if it is still unavailable.

![Quick settings from the extension](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/edc479cc83a82d34.mp4)

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## Get support 💬

Need help or have a question? Reach out to our Support team however works best for you:

- Start a chat using the **Support** button at the bottom right of the sidebar (side tabs)
- Email us at team@tabflows.com or message us right here in the chat

  [Book a quick 15-30 minute chat!](https://go.team.tabflows.com/meetings/nafeesa)

## Related Articles
- [Is there a free trial?](https://www.tabflows.com/university/library/admin-and-settings/is-there-a-free-trial)
- [Join an existing clinic account](https://www.tabflows.com/university/library/admin-and-settings/join-an-existing-clinic-account)
- [Manage Tasks together in one shared workspace](https://www.tabflows.com/university/library/tasks/manage-tasks-together-in-one-shared-workspace)
- [Live training, Q&As, and self-paced learning](https://www.tabflows.com/university)

## Related markdown

Section index: [Admin and settings](https://www.tabflows.com/university/library/admin-and-settings.md)

Alongside this page:

- [Adding systems to tabflows](https://www.tabflows.com/university/library/admin-and-settings/adding-systems-to-tabflows.md)
- [Can i keep tabflows signed in longer or indefinitely](https://www.tabflows.com/university/library/admin-and-settings/can-i-keep-tabflows-signed-in-longer-or-indefinitely.md)
- [Change how tabflows opens and looks](https://www.tabflows.com/university/library/admin-and-settings/change-how-tabflows-opens-and-looks.md)
- [Create and share an artifact link](https://www.tabflows.com/university/library/admin-and-settings/create-and-share-an-artifact-link.md)
- [Customize generated documents with clinic branding](https://www.tabflows.com/university/library/admin-and-settings/customize-generated-documents-with-clinic-branding.md)
- [Earn with the tabflows partner program](https://www.tabflows.com/university/library/admin-and-settings/earn-with-the-tabflows-partner-program.md)
- [Getting help and support](https://www.tabflows.com/university/library/admin-and-settings/getting-help-and-support.md)
- [How cancellation works](https://www.tabflows.com/university/library/admin-and-settings/how-cancellation-works.md)

Start here:

- [Tabflows](https://www.tabflows.com/index.md)
- [Tabflows pricing](https://www.tabflows.com/pricing.md)
- [Tabflows FAQ](https://www.tabflows.com/faqs.md)
- [About Tabflows](https://www.tabflows.com/about.md)
- [Contact Tabflows](https://www.tabflows.com/contact.md)
- [DPC workflow software](https://www.tabflows.com/dpc-workflow-software.md)
- [Directory](https://www.tabflows.com/directory.md)
- [Workflows](https://www.tabflows.com/workflows.md)
- [DPC finder](https://www.tabflows.com/dpc-finder.md)

Every page listed in sitemap.xml has a markdown twin at the same URL with `.md` appended, or by sending `Accept: text/markdown` to the canonical URL. Wider index: [llms.txt](https://www.tabflows.com/llms.txt), [llms-full.txt](https://www.tabflows.com/llms-full.txt), [sitemap.md](https://www.tabflows.com/sitemap.md), [sitemap.xml](https://www.tabflows.com/sitemap.xml). Support documentation: https://www.tabflows.com/university/library — append `.md` to any article URL for its raw markdown.
