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Settings

Your own sign-in and security, and the pharmacy's plan. Everything about the pharmacy itself — details, phone line, branches and keys — is on [Your pharmacy](pharmacy.md).

What it does

Settings holds how you sign in and the plan the pharmacy is on, each in its own section; only one section shows at a time. The pharmacy's details, opening hours, phone line, branches and keys moved to Pharmacy, so everything about the pharmacy is on one screen.

Where to find it

• Header → your initials → Settings (/dashboard/settings).
• Each section has its own link, so you can bookmark or share one: add ?tab=security or ?tab=billing to /dashboard/settings.
• The old ?tab=pharmacy, ?tab=phone-line and ?tab=api-keys links open the matching section of Pharmacy.

Step by step

Move between sections

Click to enlargeTap to enlarge

1. Open Settings.
2. Click a section in the list — on a computer it runs down the left, with a line under each name saying what is in it; on a phone it is a row across the top that scrolls sideways.
3. The section opens beside (or below) the list, and the address bar changes to that section's link.

Switching sections does not lose anything you have half-typed in another one — it is still there when you come back.

Each section has a Guide link at its top right that opens the guide for that section in a new tab — for example Account & security opens the sign-in guide.

Change your plan

1. Open Settings → Billing & plan.
2. Choose Monthly or Annual, then Choose on the plan you want. Owner only.
3. When you come back from checkout you land on Billing & plan again.

If PharmaLineAI has given your pharmacy a plan at no charge, Downgrade tells you to contact support rather than changing it.

Download your data, or delete your account

1. Open Settings → Account & security and scroll to Your data, at the bottom.
2. Build an export makes a file of everything PharmaLineAI holds about you. The download link lasts seven days. It covers you, not your pharmacy's patients.
3. Delete account first works out what deleting would do, then shows it in Delete your account?. Type your email address to confirm.

What happens depends on whether you are the pharmacy's only member:

• Others work there. Only your account goes. The pharmacy, its patients and its records stay. If you are its only owner, you are asked to make someone else an owner first.
• You are its only member. The pharmacy closes as soon as you confirm, and so do its branches if it is a head office:
• the AI phone line stops, and its number is released;
• its keys stop working;
• its plan is cancelled.

Every patient, prescription, booking and call in it is removed for good 30 days later. A branch with staff of its own stops the deletion; the dialog names it.

Within the 30 days you can ask PharmaLineAI to restore your account. Everything comes back except the line, the keys and the plan, which you set up again: the AI number is assigned by PharmaLineAI, new keys are made in Pharmacy → Keys & integrations, and the plan is chosen in Billing & plan.

What each screen shows

Tips and good to know

• Links elsewhere in the app take you straight to the right section — for example See plans on Pharmacy → Branches opens Billing & plan.
• A section link that no longer exists opens Account & security instead of an empty page.
• Running several branches as one pharmacy group needs the Scale plan.

Troubleshooting

Related guides

• Signing in & account security — everything in Account & security.
• Your pharmacy — details, phone line, branches and keys.