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Initial Setup
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Organization Setup

This guide covers the initial setup of your laboratory in the system. The information you enter appears on printed reports, client emails and document headers.


Step 1 — Laboratory Info

Go to Settings → Laboratory Info.

Fill in the basic details:

FieldDescription
Laboratory NameFull lab name (shown on reports)
Contact PersonLab manager or responsible person
AddressPostal address
PhoneContact phone number
EmailLab email address
WebsiteWebsite URL
CurrencyBilling currency (default: EUR)

Step 2 — Social Media

Optionally, fill in your social media profiles:

  • Facebook
  • Instagram
  • LinkedIn
  • YouTube
  • X (Twitter)
Social media links appear in the footer of emails sent to clients.

Step 3 — Accreditation Info

Go to Settings → Accreditation Info.

FieldDescription
Accreditation BodyThe certifying body (e.g. ESYD, UKAS, DAkkS)
Certificate NumberAccreditation certificate number
Grant DateWhen accreditation was granted
Renewal DateWhen it expires / must be renewed
ScopeDescription of the accreditation scope
Accreditation information appears in the header of PDF reports, next to the logo.

In the Report Settings tab you can upload your laboratory logo. It appears in the header of every PDF report.


FAQ

Where does the laboratory info appear?

On PDF reports (header), client emails (footer) and the client portal.

Can I change the info later?

Yes, changes apply immediately to all new reports. Previously generated reports are not affected.

Which currency should I select?

Choose the currency you invoice in. It appears on invoices and the price list.