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Account Settings

Manage your personal settings in one place: profile details, sign‑in security, preferences, notifications, and billing.

What you can do

  • Update your profile: first name, last name, profile picture, and email address
  • Change your password (you’ll be logged out and asked to sign in again)
  • Set your preferred language and time zone for the app interface and dates/times shown across the app
  • Configure notification preferences (In‑app and Email) per feature and notification type
  • Enable or disable two‑step authentication and choose a verification method
  • Export all patient records accessible to your account as individual PDFs in a ZIP file delivered to your email
  • Review subscription details and open the billing portal

Accessing Account

Open Settings → Account. The Account area contains the sections below.

Profile

Basic Information

  • Fields: First Name, Last Name.
  • Action: Update Basic Information.
  • Result: A success banner confirms “Basic information updated successfully”.

Email

  • Shows Current email: and an input for New Email Address.
  • Action: Update Email Address.
  • Result: A success banner confirms “Email address updated successfully”.

Profile picture (optional)

  • Action: click the picture to open “Change Profile Picture”.
  • Options: Cancel, Remove, Upload.

Password

Change your password from the Password section.

Fields

  • Current Password
  • New Password
  • Confirm Password

Requirements (verbatim)

  • Minimum 8 characters long — the more, the better
  • At least one lowercase character
  • At least one uppercase character
  • At least one number, symbol, or whitespace character

Save

  • Action: Save Changes.
  • Result: “Password changed successfully — You will now be logged out. Please log in again with your new password.”

General Preferences

Configure your personal language and time zone. These settings affect the language of the interface and how dates/times are displayed across dashboards and apps (e.g., Calendar, Todo).

Language

  • Control: Language select.
  • Options: Available languages (e.g., English, Spanish, etc.).
  • Effect: Immediately updates the application's interface language and associated services (like support chat).

Time Zone

  • Control: Time Zone select with search.
  • Validation messages: “Timezone is required” • “Please select a valid timezone”.
  • Helper: Tooltip button Reset to detected timezone (restores your browser‑detected time zone).
  • Info panel (when available): Current Timezone shows the display name and the identifier.
  • Action: Save Changes.

Notification Preferences

Choose how you want to receive notifications. Preferences are organized in a matrix:

  • Groups: By feature (category header shows the feature name).
  • Rows: Notification types for that feature (each row shows the name and an optional description).
  • Columns: Channels. In the current version, channels are In‑app and Email.
  • Cell controls: A toggle per available channel. If a type isn’t available for a channel, a disabled cell with a “minus” icon appears with the tooltip “This notification type is not available for this channel”.

Browser permission

To receive in‑app (browser) notifications you must grant permission in your browser.

  • If permission is missing, you’ll see “Browser Permission Required” with a Request Permission button.
  • If permission was denied at the browser level, an error banner explains that notifications cannot be delivered until permission is granted.

Saving

  • Action: Save Changes (enabled when you’ve modified preferences).
  • Result: “Notification preferences updated successfully.”

Two-step authentication

Add an extra layer of security to your account.

  • Toggle: Enable/disable from the Two-step authentication page.
  • When enabling for the first time, you’ll be prompted to “Select verification method”.
  • Methods: Currently only Email is available, and it is selected by default.
  • Actions while setting up: Set Up • Cancel.
  • When enabled, the page shows “Two-step authentication is enabled — Current method: Email”. You can disable it at any time.

Export Patient Records

Export all patient records accessible to your account into individual PDF files packaged inside a single ZIP file.

How it works & delivery

  • Background processing: Generating reports for all your patients runs in the background so you can continue using Astral without interruption.
  • Email delivery: Once generated, the ZIP file containing all individual patient PDFs is emailed directly to your registered account email address as an attachment. It is not downloaded directly in your browser and cannot be sent to an alternate email address.
  • Processing time: Depending on the number of patients in your directory and the amount of consultation history, creating the export may take several minutes to complete.

Customizable categories

Choose which structured information sections to include in the generated patient PDFs: - Overview: Patient demographics, clinical evaluation, medical history, medications, allergies and allergy notes, physical exercise habits, and referral details. - Substances: Substance use history and clinical notes, daily beverage consumption (coffee, sodas, tea), and tobacco history. - Consultations: Chronological consultation session history (ordered newest to oldest), including session dates, attending therapist, care modality, and clinical notes.

Selection rules & starting the export

  • Default state: All three categories (Overview, Substances, Consultations) are selected by default.
  • Validation: You must keep at least one category selected. The Start Export button is disabled if all categories are unchecked.
  • Action: Click Start Export to start the process. A confirmation banner will appear to let you know that your export has been scheduled.

Important considerations

  • Scope of patients: The export only includes patient profiles that you have permission to access (such as patients assigned to you), rather than the entire clinic directory.
  • Separate PDF files: Each accessible patient receives their own individual PDF file inside the downloaded ZIP archive.
  • Uploaded documents excluded: The export compiles structured clinical records entered into Astral. It does not include external files or attachments uploaded to individual patient Documents tabs (these must be downloaded separately from each patient's Documents tab).
  • Email attachment limits & spam folder: For large patient rosters with extensive session notes, the ZIP file attachment may be large. Make sure your email provider can accept large attachments, and check your spam or junk folder if the email does not arrive after a few minutes.

Billing

Review your subscription at a glance and open the billing portal if you need to manage it.

What you’ll see

  • Users usage: a Users count and a progress bar with “Users remaining”.
  • Plan: name and description.
  • Term: Active until date.
  • Price: currency, amount per user, and billing period (for example, "USD 12.00 / Month").
  • Action: Manage (opens the external billing portal in a new tab).

Notes: - Subscription management is typically handled by administrators.