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How do I update my practice details?

Keep your practice information up to date so you can continue using the Vively Practitioner Platform without interruption.

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Written by Holly

You can update your practitioner and practice details at any time directly from the Settings area of the Vively Practitioner Platform.

This allows you to keep your profile and practice information up to date without needing to contact Vively.


How do I access my Settings?

To access your Settings:

  1. Log in to the Vively Practitioner Platform.

  2. Click your name at the bottom of the left-hand navigation menu.

  3. This will take you to Settings.

  4. Select Practitioner details.

From here, you can review and update your practitioner and practice information.


What practitioner and practice details can I update?

Within Practitioner details, you can manage information including:

  • first name

  • last name

  • profession

  • provider or registration number

  • practice name

  • practice phone number

  • street address

  • suburb

  • state

  • postcode

  • website.

Your practice address may also appear on practitioner-generated referral records, so it's important to keep this information current.


Can I add my practice logo?

Yes.

Within Practitioner details, you can also manage your client email branding, including uploading your practice logo.

Where a practice logo has been added, it can be displayed at the top of client emails Vively sends on your behalf.

If you don't add a practice logo, those communications will use the Vively logo.


What else can I manage in Settings?

The Settings area also allows you to manage other aspects of your Practitioner Platform account, including:

  • Account & security – manage your account email, mobile number, time zone and password

  • Notifications – choose which updates you receive and whether they're included in your email summary, sent in real time, or both

  • Display preferences – manage how information is displayed within the platform

  • Payments & invoices – manage payment and billing information

  • Client bookings – manage your client booking settings

  • Integrations – manage available integrations.


Do I need to contact Vively to update my details?

No.

Most practitioner, practice and account information can be updated directly through Settings.

If you're unable to make a change or something doesn't appear to be updating correctly, our Practitioner Support team can help.


Frequently asked questions

Can I change my account email or mobile number?

Yes.

Go to Settings → Account & security to manage your account email and mobile number.

Your account email is used for sign-in and service notifications, while your mobile number is used for sign-in verification.


Can I change my password?

Yes.

Go to Settings → Account & security and select Email me a reset link under Password.

A single-use password reset link will be sent to your account email.


Can I change my notification preferences?

Yes.

Go to Settings → Notifications.

You can choose which types of updates are included in your scheduled email summary and which are sent to you in real time.


Will changing my practice details affect my existing client records?

No.

Updating your practitioner or practice information does not remove your existing client records, referral history or results.


Practitioner Support

If you have any difficulty updating your details or managing your Settings, we're here to help.

Our Practitioner Support team aims to respond as quickly as possible during business hours.

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