Everything in One Place
Practice data, branding, templates, booking, and integrations — centrally managed in a clear interface.
Practice Settings & General Configuration
Under Settings, you fully customize TheraTap to your practice — from the address on your documents to the appearance of your reports, email templates, and booking rules. Most settings are configured once, and you benefit from them throughout your daily workflow.
At a Glance
Section titled “At a Glance”Professional Appearance
Letterhead, assessment colors, and report layout ensure that every PDF and email reflects your corporate design.
Flexibly Customizable
Custom anamnesis fields, text snippets, and email templates — you decide how your practice operates.
Ready to Use Immediately
Sensible defaults are preconfigured. You can start right away and refine later.
Personal Settings
Section titled “Personal Settings”Profile
Section titled “Profile”Here you manage your personal user data — name, email address, and profile picture. These details only apply to your user account, not the practice itself. If you no longer need your account, you can also delete it here.
Security
Section titled “Security”Change your password at any time under Settings → Security. Enter your current password, set a new one, and confirm it.
Practice & Branding
Section titled “Practice & Branding”Company
Section titled “Company”The practice data is the heart of your settings. Name, address, phone number, and contact email automatically appear on:
Public Profile
Section titled “Public Profile”Everything that pet owners see about your practice — description, services, specializations, opening hours, and more. You can list your practice in the TheraTap directory and display it on a map. You also store links to your privacy policy and terms of service here.
A detailed guide can be found under Profile & directory.
Letterhead
Section titled “Letterhead”Upload an A4 letterhead as a JPG or PNG — via drag and drop or the file dialog. Your letterhead is used as the background in all contracts, PDFs, and documents, giving your entire communication a consistent, professional appearance.
Treatment & Reports
Section titled “Treatment & Reports”Here you design the appearance of your assessments and reports:
- Assessment colors — Define which colors are used for comments, blockages, and various tension levels on the animal model. Colors are set via a color picker and saved automatically.
- Report layout — Choose from four layout variants for how anamnesis tables and assessment data are arranged in your PDF reports (full width or two columns, below the tables or at the end).
Templates & Content
Section titled “Templates & Content”Email Templates
Section titled “Email Templates”Edit the texts of all automatic emails that TheraTap sends on your behalf:
| Category | Templates |
|---|---|
| Appointments | Appointment reminder, appointment confirmation, appointment cancellation, appointment rescheduling, booking request received |
| Treatment | Therapy plan, assessment report |
| Other | Birthday reminder, privacy policy template |
Each template has a rich text editor and you can insert variables with a click — e.g., the pet owner’s name, the date, or the practice name. This keeps every email personal without having to manually customize it each time. If you ever want to start over, default templates can be restored with one click.
SMS Templates
Section titled “SMS Templates”Enable SMS notifications and set a sender name (max. 10 characters). Like emails, templates are available for appointment reminders, confirmations, cancellations, and more. A character counter shows you in real time how many SMS messages a text will consume (160 characters per SMS). SMS is billed via TheraToken.
Text Snippets
Section titled “Text Snippets”Create reusable text blocks for treatments, anamneses, and contracts. Each snippet has a title, a category, and formatted content. In the treatment view, you insert text snippets into any field with a click — ideal for recurring phrases like therapy recommendations or standard assessments.
More details under Text snippets & templates.
Anamnesis Fields
Section titled “Anamnesis Fields”Determine which fields are displayed in the anamnesis and in which order. You can create custom fields, name them, and sort them via drag and drop. This way, you tailor the assessment exactly to your workflow and specialty.
Documents
Section titled “Documents”Manage practice-wide standard documents — e.g., consent forms, information sheets, or templates. Upload files via drag and drop (PDF, Word, Excel, images, and more), add a name, description, and category, and find them at any time using search or the category filter.
Online Booking
Section titled “Online Booking”Booking Settings
Section titled “Booking Settings”Control how pet owners book appointments with you:
| Setting | Description |
|---|---|
| Enable online booking | Activates the booking calendar for pet owners |
| Requests only | Appointments are not booked directly but sent as requests for you to confirm |
| Lead time | Minimum time between booking and appointment (0–120 hours) |
| Booking period | How far in advance appointments can be booked (1–365 days) |
| Buffer time | Break between two appointments (0–180 minutes) |
| Currency | EUR, CHF, DKK, or USD |
| Booking notice | Free text displayed on the booking page |
Working Hours
Section titled “Working Hours”Define for each day of the week when you are available for bookings. You can set multiple time slots per day (e.g., morning and afternoon) and choose a slot duration (15, 30, 45, or 60 minutes) for each. Details can be found under Working hours.
Availability Exceptions
Section titled “Availability Exceptions”Enter vacations, training sessions, sick days, or other absences. There are three types:
- Full day — e.g., a vacation day
- Time range — e.g., unavailable only in the morning
- Recurring — e.g., every Wednesday afternoon off, limited to a time period
More details under Availability.
Treatment Types
Section titled “Treatment Types”Define the services that pet owners can book online — each with a name, duration, price, and optional description. Inactive treatment types are hidden from the booking page but remain available for internal use. Details under Treatment types.
Resources, Rooms & Equipment
Section titled “Resources, Rooms & Equipment”In team practices, you can set up therapists as resources — each with their own color, working hours, and skills (which treatment types they offer). Rooms and equipment are automatically considered during booking, preventing double bookings.
Embedding the Booking Calendar
Section titled “Embedding the Booking Calendar”Embed the TheraTap booking calendar directly on your own website. Three variants are available — as a custom element, as a div container, or as an iframe. Copy the embed code with one click.
Integrations & Billing
Section titled “Integrations & Billing”Billing
Section titled “Billing”Choose whether to create invoices directly in TheraTap or work with lexoffice:
- TheraTap invoices — Store your tax number, VAT ID, bank details, and invoice number scheme. Customize the invoice color to match your corporate design and decide whether to work with net or gross prices. The small business regulation is supported.
- lexoffice integration — Connect TheraTap with your lexoffice account via an API key. Treatments are transferred as invoice drafts. You can customize the invoice title, introduction, and closing text individually.
More about the lexoffice connection under lexoffice integration.
Create items that you can use on invoices — as a service or product. Each item has a price, tax rate, unit, and an optional description.
Subscription
Section titled “Subscription”Manage your TheraTap plan and see at a glance which features are included in your current plan.
TheraToken
Section titled “TheraToken”TheraToken is your credit for SMS notifications. You can see your current balance, purchase tokens via Stripe, and keep track of consumption. One SMS with up to 160 characters costs 1 TheraToken.
Team & Users
Section titled “Team & Users”Add team members to your practice and assign them roles with different permissions. As the practice owner, you can invite members, change roles, and remove access.
A detailed guide can be found under Team & roles.
Related Topics
Section titled “Related Topics”- Team & roles — Manage team members and permissions
- Profile & directory — Set up your public practice profile
- Treatment types — Configure bookable services
- Online booking calendar — How online booking works
- Text snippets & templates — Quickly insert recurring content
- lexoffice integration — Connect accounting with lexoffice
- PDF export — Create professional reports