Setting Up your Organization

In this section, you can enter basic information of your organization such as address, contact information, etc.

Organization Profile

To set up your organization profile, navigate to Settings > Organization > Profile.

Organization Profile

In the Organization Profile page, you will come across the following fields:

FieldDescription
Organization LogoThe logo you upload here will be reflected in all your documents.
Organization NameYou can edit your organization name entered during quick setup, in this field.
Organization AddressThe address that you entered when creating the organization will be pre-filled here. However, you can edit the details of this address whenever required. Click the edit icon next to the address field, make the necessary changes and click Save.
Primary ContactThe Change or edit the primary contact’s name and email address entered during quick set-up. Learn more about configuring sender email preferences.
LanguageSelect the language in which you’d like to use Zoho Practice. Note: This is an organization-level preference and hence, will remain the same for all users.
Time ZoneZoho Practice will auto-fill the time zone based on the business location chosen during sign up. You can edit if required.
Date FormatSelect your preferred date format mostly prevalent in your country or specific to your organization.

Once you’ve made the required changes to the details of your organization profile, click Save.

You can also view Zoho’s Privacy Policy in the bottom right corner.


Adding a New Organization

Zoho Practice gives you the option of adding multiple organizations to your account. This way you can manage your various business accounts under a single Zoho Practice login and get a comparative view of the financial health of your group of firms in different locations.

Here’s how you can add a new organization:

Manage OrganizationNew Organization

Once you click on Save & Continue, you will automatically be redirected to the quick setup page of your newly-created organization.