Your Company Info can be found under the first tab of your Company Settings!

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​Company Name

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Enter the name of the business in this field. This is the name that will be printed on receipts.

Company Code

Enter an abbreviated name or code for the business location. The company code is used on various reports.

Enter Company Information

Enter the company address, city, state, zip, phone number, fax number, and email address into the fields provided. The address and phone numbers will be printed on various forms and reports that the program generates. For example, your company information will be printed at the top of a Purchase Order.

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Purchasing Email

If you use a separate email account for inventory/vendor communications, you can enter your purchasing email address in the Purchasing Email field. When you email a PO to vendors, the email address entered in the Purchasing Email field will be used as the "From" email address. Your regular company email will still be used for client communications, but the purchasing email will be used for business-to-business communications.

Android App URL

Enter the URL or link for your company's MyDash Android app here. Once entered, the URL can be inserted into marketing with the relevant merge field.

iOS App URL

Enter the URL or link for your company's MyDash iOS/Apple app here. Once entered, the URL can be inserted into marketing with the relevant merge field.

Time Zone

Set the appropriate time zone so those appointment reminders are sent at the proper time according to your time zone.

Date Format

Set the date format that you want settings and features to display.

Federal Tax ID

Displayed on the GFE/quote (good faith estimate /quote) in the company information section. (MedSpa ONLY)

License Number:

Displayed on the GFE/quote (good faith estimate /quote) in the company information section. (MedSpa ONLY)

Check the days that your store will be open in the checkboxes. Enter the Store Opens At and Store Closes At hours in the fields to the right of each weekday. This directly controls which hours show on the Appointment Calendar.

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Visually customize Envision to match your business branding!

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Dimension recommendations:
​With Capital Financing Enabled: 300px (wide) by 36px (high)
Without Capital Financing Enabled: 450px (width) by 36px (height)

For more information on Capital Financing, check out this link: https://patientnow.my.site.com/helpcenter/s/article/Capital-Financing-in-PatientNow-Essentials
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​Branding Options are available in PatientNow Essentials and the Ultimate Edition of EnvisionNow. To upgrade, contact our Sales Team at 800.436.3150, Option 1 or sales@patientnow.com.

Enable Theme

Check the Enable Theme checkbox to allow the customizations you've chosen to appear in Envision.

Move Company Name to Left Side of Header

This would move your company name, which is currently above the user on the right over to the left next to your logo.

Theme Highlight Color

Customizing the highlight color will change the color of the top main menu, the option menus, headers, and more!

Theme Text Color

Customizing the theme text color will change the color of the text in the top main menu, the option menus, headers, and more!

Company Logo

You can upload your business's logo which would appear in the header to the left.