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, communication templates, and booking rules. Most settings are configured once, and you benefit from them throughout your daily workflow.
The sidebar is organized into sections:
| Section | Items |
|---|---|
| Account | Profile, Security |
| Practice | Company, Public Profile, Users, Subscription, Documents, Design & Letterhead, Communication & Templates |
| Content | Text Snippets, Forms, Stamp Card Templates |
| Appointments & Booking | Appointments, Booking Settings |
| Billing | Invoicing, Fee Schedule, Items |
| Tools | Duplicates (separate panel below the navigation) |
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 forms, text snippets, and communication 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
Section titled “Practice”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, terms of service, and treatment contract here.
A detailed guide can be found under Profile & directory.
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.
Subscription
Section titled “Subscription”Manage your TheraTap plan and see at a glance which features are included in your current plan. You can top up TheraTokens for SMS here.
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.
Design & Letterhead
Section titled “Design & Letterhead”Here you design the visual appearance of your practice:
- Letterhead – Upload an A4 letterhead as JPG or PNG (via drag and drop or file dialog). It is used as the background in contracts, PDFs, and documents.
- Assessment colors – Define which colors are used for comments, blockages, and various tension levels on the animal model.
- Report layout – Choose from four layout variants for how anamnesis tables and assessment data are arranged in your PDF reports.
Communication & Templates
Section titled “Communication & Templates”Under Settings → Communication & Templates, you manage automatic messages and text templates in one place.
Appointment notifications (email & SMS) – For each type (reminder, confirmation, cancellation, etc.), you edit email and SMS side by side, including per-channel toggles:
| Category | Templates |
|---|---|
| Appointments | Appointment reminder, confirmation, cancellation, rescheduling, booking request received, anamnesis form reminder, birthday |
| Treatment | Therapy plan, assessment report email |
| Other | WhatsApp message, privacy policy template |
At the top of the page you see your TheraToken balance for SMS (1 token per SMS segment of up to 160 characters). Enable SMS with the main toggle and set a sender name (max. 10 characters).
Each email template has a rich text editor with variables (e.g., name, date, practice). Default templates can be restored with one click.
Content
Section titled “Content”Text Snippets
Section titled “Text Snippets”Create reusable text blocks for assessments, anamneses, and contracts. Each snippet has a title, a category, and formatted content. In the assessment 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.
Create and manage anamnesis and assessment forms for clients and your internal documentation. Define fields, sort them via drag and drop, and assign forms to animal species.
More details under Anamnesis forms.
Stamp Card Templates
Section titled “Stamp Card Templates”Define templates for digital stamp cards (icon, color, stamp count). More under Stamp cards.
Appointments & Booking
Section titled “Appointments & Booking”Appointments
Section titled “Appointments”Calendar-related settings, e.g., showing birthdays in the calendar or importing Google events.
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.
TheraToken
Section titled “TheraToken”TheraToken is your credit for SMS notifications. You see the balance at the top of Communication & Templates; top up in Subscription. One SMS with up to 160 characters costs 1 TheraToken.
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