Frequently Asked Questions

You can create an account on our signup page by providing your email, a password, and your business details. After signing up, you will receive an activation email. You must click the link in the email to activate your account before you can log in.

Yes, our platform offers robust Two-Factor Authentication (2FA). You can enable an Authenticator App (TOTP) and/or SMS Verification. This is the prioritized 2FA method upon login.

When you set up 2FA, the system generates 10 single-use recovery codes. You should save these codes in a secure place. If you cannot access your primary 2FA method, you can use one of these codes to log in.

Yes, you can change your password from the 'Account' tab within the 'Settings' page.

You can update your personal and business details in the 'Settings' section. This includes your business name, phone number, address, website URL, and professional bio.

Yes, there is an option to deactivate your account in the 'Account' tab of the settings page. Deactivating your account will make it inactive, and you will be logged out.

Our platform provides a highly detailed structure for client data, including Personal Details, Contact Details, Citizenship & Language, Financial Overview, a Comprehensive Health Profile, Insurance Details, Legal & Advanced Directives, and related information like emergency contacts and employment history.

You can add a new client manually, via the AI Command Bar, via Document Upload (using Google Document AI), or via automated SMS Onboarding.

Yes, clients can be categorized with a status of 'Pending Confirmation', 'Active', 'Inactive', or 'Lead' to help you manage your client list.

Yes, the platform has a Client Document feature. You can upload files for each client and categorize them as Identification, Legal, Medical, Insurance, Financial, or Other.

Yes. Each client has a unique ID and a PIN generated for them. The system also supports sending one-time passcodes (OTPs) for clients to log in to a secure client portal.

In the 'Settings' section, under the 'Hours' tab, you can set your regular weekly availability by specifying start and end times for each day.

Yes. If you add staff members to your account, you can set a unique weekly schedule for each one.

Yes, from the dashboard, you can use the 'Create Appointment' feature to book a session for any of your existing clients.

The system automatically sends email notifications for confirmations, reschedules, cancellations, and feedback requests. Staff members are also notified about relevant changes.

Yes, the platform supports two-way synchronization with both Google Calendar and Microsoft Calendar.

Yes, the 'Appointments' section includes a full calendar view that displays all your scheduled appointments, which can be filtered by staff member.

You can create and manage your services under the 'Services' section. For each service, you can define its name, duration, price, and description.

Yes, in the 'Settings' section under the 'Staff' tab, you can add staff members with their name, contact details, specialization, and bio.

Yes. When creating or editing a staff member, you can select which of your services they are qualified to perform.

Our platform operates on a wallet-based system. A small, flat per-appointment fee is deducted from your Practitioner Wallet. You can also purchase optional subscriptions and add-on services.

You can connect your own Stripe account (Standard or Express) to the platform to accept credit card payments and set up recurring subscriptions for your clients.

No. We do not charge a percentage-based fee or take any commission from the payments your clients make to you. Our only charge is the flat per-appointment fee from your wallet.

Yes. You can create your own recurring subscription plans for your clients and generate a unique Stripe link for them to subscribe.

Our platform incorporates an AI Command Processor for natural language instructions, Document AI Extraction to create client profiles from uploads, and an AI Voice Assistant to answer calls.

It's an automated receptionist for your practice. You can purchase a phone number where an AI agent answers calls, customized with a specific voice and personality, and trained on your knowledge base.

The 'Communications' section is a centralized inbox for all your client messaging, supporting both secure in-platform messages and SMS.

Yes, our platform provides a REST API. You can generate and manage your API keys in the 'Web Services' tab of your settings.

The API allows you to programmatically access your data to build custom integrations. You can retrieve your profile, list appointments, and create new appointments. All API access is over HTTPS at https://id.xdulr.com/api/v1/.