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Settings

Everything about your pharmacy, the AI agent and your own account, in one place — split into sections so you can go straight to the one you want instead of scrolling a long page.

What it does

Settings holds the pharmacy's details, how you sign in, your plan, the AI phone line and the keys that let connected systems work with your account. Each lives in its own section; only one section shows at a time.

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=pharmacy, ?tab=security, ?tab=billing, ?tab=phone-line or ?tab=api-keys to /dashboard/settings.

Step by step

Move between sections

Open Settings.
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.
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 Phone line opens the Phone line guide.

Change your plan

Open Settings → Billing & plan.
Choose Monthly or Annual, then Choose on the plan you want. Owner only.
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

Open Settings → Account & security and scroll to Your data, at the bottom.
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.
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 agent API 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 Agent API keys, and the plan is chosen in Billing & plan.

What each screen shows

Section	What is in it	Who can change it
Pharmacy	Name, ODS code, phone, transfer number, timezone, your role, whether vaccination booking is on, and your opening hours.	Opening hours: owner; the rest read-only
Account & security	Your email, password, passkeys, two-factor, connected accounts, signed-in devices, and your data (download or delete).	You
Billing & plan	The plan you are on, the other plans and what they add, and Manage billing for invoices and cards.	Owner
Phone line	The on/off switch, transfer number, what happens when you're closed, greeting and where prescriptions are read from; the AI line number, set by PharmaLineAI.	Owner
Agent API keys	Named keys that let connected systems work with your account, and revoking them.	Owner

Tips and good to know

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

Troubleshooting

Problem	What to try
A button in Billing, Phone line or keys is missing or greyed out	Only the pharmacy owner can change those. Ask your owner.
I can't see all the sections on my phone	Swipe the row of sections sideways — the one you are on is always scrolled into view.
"We couldn't cancel … plan, so nothing has been deleted"	The plan couldn't be cancelled just then. Nothing changed; try again in a few minutes, or contact us.
"Your organisations changed while you were confirming"	Something changed since the dialog opened, such as a new branch. Close it and press Delete account again.

Signing in & account security — everything in Account & security.
Phone line — switching the AI assistant on and diverting calls.
Calls & the AI agent — what the agent API keys are for.