Settings

Notifications

Configure session reminders, document expiry alerts, and unpaid invoice alerts.

• Payment chasing reminders for overdue invoices require Pro — enable them in Settings → Notifications.
• Document expiry reminders (Pro, Document vault) is a master toggle independent of session reminders. If it is off, per-document notify is locked. Turning off session reminders does not cancel document alarms.

Document vault (Pro)

Store indemnity, DBS, and registration certificates on this device from Settings → Document vault. Files stay in the app sandbox, are excluded from iCloud / Android auto-backup, and are not included in Encrypted backup or cloud sync. Account deletion wipes the vault. See the Document vault page.

App lock

Protect your financial data with biometric app lock (Face ID, Touch ID, or device PIN). Enable in Settings → Security.

Home-screen widgets

Add LocumBook widgets to your home screen for:

• Your next upcoming session
• Year-to-date earnings
• Session calendar overview

Customisation

Adjust dashboard layout, default tax year, and display preferences in Settings → Customisation.

Session types & pay

Open Settings → Data management → Session types & pay to set how fees are calculated when you log a session.

• Global default hourly rate — a £/h fallback used when a practice and session type have no rate of their own.
• Built-in types — Surgery session, Home visit, Telephone / triage, Admin / meeting, Out of hours, and Other. Each can have a default hourly rate and default hours.
• Custom types — add your own, set defaults, and delete custom types (built-in types stay).

Rate resolution on the log session form: practice → session type → global default → last used. After you save a session, the hourly rate is remembered for that practice and session type.

Practice pay rates

Open Settings → Data management → Practice pay rates to set a default hourly rate (£/h) per surgery. Practices still appear automatically after you log sessions there. Selecting a practice on the log form reapplies the rate cascade unless you have already overridden the total fee.

Custom invoice templates (Pro)

Personalise your invoice letterhead and layout in Settings → Invoice settings.

Spreadsheet data export (Pro)

Open Settings → Data management → Export spreadsheet data to export a custom date range.

• Excel (.xlsx) creates one workbook with Sessions, Invoices, and Expenses worksheets.
• CSV exports one selected dataset for importing into accounting or spreadsheet software.

You can use the current or previous tax year, the current month, all records, or a custom date range. Exports can be saved to the device or shared through the system share sheet.

Export files contain financial and practice information. Store and share them securely.

About and privacy

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