Help centre

Frequently asked questions

Answers for clinic teams using Praxia day to day.

1Getting started

How do I log in to the cockpit?

Open the Praxia cockpit from inside GoHighLevel (the "Praxia" custom page in your

sub-account), or use the direct sign-in link your onboarding operator gave you. If

the page won't load, try the direct sign-in link before anything else — it bypasses

the embedded view.

A staff member can't see the Payments or Contacts section — is that a bug?

Usually no — sections are gated by role. Reception sees Conversations + Calendars;

a practice manager also sees Payments + Contacts; the owner sees everything. If

someone needs more access, change their role. If a role looks right but the section

is still missing, report it.

---

2Appointments

A patient booked online but the appointment isn't showing — what do I check?

1. Confirm the booking landed on the right calendar for your clinic.

2. Check the cockpit's "Today's Clinic" is showing the correct date (it uses your

clinic's timezone).

If it booked on the correct calendar and still isn't appearing after a few minutes,

report it with the patient name and the time they booked.

"Today's Clinic" briefly shows the wrong day early or late in the day

This was a timezone issue that's been fixed. If you still see it, report it — tell us

your clinic's timezone and the time you noticed it.

Two patients ended up in the same slot

Report this with both patient names and the slot time — double-bookings are something

we want to see right away.

---

3Reminders + patient comms

A patient didn't get their appointment reminder (SMS or email)

The most common reason is the patient has opted out (replied STOP, or unsubscribed),

or reminders are switched off for them. If you've confirmed they're opted in and it

still didn't send, report it with the patient's name and the appointment date.

Our emails are landing in patients' spam folders

This is almost always email-domain setup (SPF/DKIM). It's handled during onboarding —

if it's happening after go-live, report it and we'll check your sending domain.

---

4Payments + invoices

An invoice didn't sync to Xero

Xero syncs can fail silently — the only signal is an "Invoice Sync Failed to Xero"

email from GHL. If you got one, report it and include the patient/invoice. Common

causes are on our side to check (account mapping, tax settings), so send it through.

GST isn't showing on an invoice

GST only appears once your clinic's tax rate is configured. If it's missing, report it

and we'll set the tax configuration for your sub-account.

A patient paid but there's no receipt / the balance didn't update

Report it with the patient name, amount, and roughly when they paid — we can trace the

payment even if the receipt didn't generate.

---

5Forms + intake

A patient filled in the online intake but their record wasn't created/updated

Report it with the patient's name and when they submitted. Include the form they used

if you know it.

---

6When something's urgent

What counts as an "Urgent clinical blocker"?

Anything stopping you from safely running clinic right now — you can't see today's

patients, take a payment at the desk, or a safety-related form didn't escalate. Choose

"Urgent clinical blocker" as the category on the report form and we treat it as

same-day priority. For a genuine clinical emergency, follow your own clinical

protocols first — Praxia support is for the software.

---

Need a hand?

  • Email [email protected] — we usually reply within one business day.
  • Urgent clinical blocker? Flag it as urgent in your message and we’ll prioritise it.