Complete settings reference

Every clinic, laboratory, and personal settings feature, with its purpose and downstream effect.

This is the complete settings index for the current GuideLab application.

The full laboratory settings navigation

Access rules

Owners and admins manage most organization settings.
Staff can inspect most settings in a read-only state.
Organization billing and subscription controls are owner-only.
Laboratory finance settings are manager-accessible, but Stripe connection controls remain owner-only.
Personal account settings belong to the signed-in user, not the active organization.

Setting	Purpose and downstream effect
Settings	Directory of clinic configuration areas
Company	Organization name, brand, contacts, company/tax data, address, timezone, and currency
Team	Members, pending invitations, join requests, and organization roles
Billing	Saved payment methods and permitted autopay behavior for each connected lab
Integrations	Dentally patient-data synchronization; scanner providers are configured separately
My labs	Active and pending laboratory relationships and routing
Find labs	Search discoverable labs by service and request a partnership
Locations	Clinic branches, addresses, phones, default location, and active state
Scanner	Supported intraoral scanner connections and global scanner behavior
Filter presets	Saved order-list filters, sort, columns, and live count cards
Inventory settings	Low-stock alerts, expiry warning window, and auto-deduction
Inventory categories	Ordered clinical stock categories
Adjustment Reasons	Auditable reasons for manual stock changes
Uploaded Files	Clinic-wide scans, photos, documents, X-rays, and other uploads
Scanner Explorer	Cases available from connected scanner APIs

Setting	Purpose and downstream effect
Company	Laboratory identity, brand, contacts, company/tax data, address, timezone, and currency
Team	Members, invitations, join requests, and roles
Billing & subscription	Plan, accepted-case allowance, pooled storage, add-ons, billing period, and payment details
Integrations	ExoCAD, HeyGears, Xero, Fatture in Cloud, Ariba, Twilio, Bite-Finder, and future providers
Clients (outside settings)	Clinic partnerships, invitations and per-client price list and payment terms
Practice groups	Group clinics for management, reporting, consolidation, and custom export

Setting	Purpose and downstream effect
Products & pricing	Orderable services, SKU, visibility, price, turnaround, material requirements, custom fields, and conditional configuration
Bundles	One priced selection containing multiple catalog products
Categories	Ordered product hierarchy used for browsing and reporting
Materials	Reusable catalog materials and codes
File requirements	Required order attachments and accepted formats
Components	Reusable technical components referenced by products
Shade systems	Shade options and default systems exposed in product configuration
Implant systems	Implant manufacturers, systems, and platforms used by orders
Quality standards	QC criteria that can be applied during production

Setting	Purpose and downstream effect
Tasks	Concrete production work and task behavior
Rooms	Workstations, room layout, and production routing
Phases	Ordered production stages, tasks, and planned-date offsets
Printers	Physical output devices used by production and labels
Automations	Trigger/condition/action rules for routing and notifications
Production settings	Planning, cutoff, buffer, capacity, grouping, sorting, columns, barcode scanning, and exclusions
Tags	Custom labels for order categorization
Filter presets	Saved order-list views with live counts
Work Trays	Physical tray codes, colors, active state, and current-order assignment
Hold reasons	Ordered reasons used when pausing an order
Remake & QC List	Remake reasons and discount percentages plus QC checklist items
Calendar	Operating days, bank holidays, closures, and time off used by due-date calculations
Scanner	Scanner-provider connections and global settings
Inventory settings	Alerts, expiry window, and completion-time material deduction
Inventory categories	Ordered material stock categories
Adjustment Reasons	Auditable stock-change reasons
Location route	Pickup/delivery routes, delivery days, default, and active state
Pickup Requests	Clinic-facing pickup request form and workflow
Shipping	Shipping types, zones, "from X g" prices, VAT and insurance clinics pay at checkout

Setting	Purpose and downstream effect
Email Templates	Reusable and automated email subjects/bodies with merge data
Sticker Templates	Printable product-label layouts and categories
WhatsApp Templates	Twilio-approved templates and event-level selection
Document branding	Titles, footer, logo, terms, manufacture statement, and product-detail options
Finance settings	Invoice terms, reminders, credit hold, bank transfer, statements, late fees, payment policy, tax, and finance emails
Import	Restore a GuideLab bundle or import products, clients, price lists, and balances from CSV
Export	Re-importable bundle sections or focused CSV exports
Archived Orders	Search and restore archived orders
Archived Patients	Search and restore archived patient records

Use the following pages for detailed configuration guidance: