How to set your policies

Watch the video1:57

Policies make the rules of your practice clear: cancellations, refunds, privacy, and terms of care.

Steps

1. Open Your Business → Policies.
2. Choose or create the policy (for example, cancellation).
3. Write the text.
4. Save. They become available to show to your patients.

Data-processing policy

Your site’s chat links your data-processing policy (Colombian Law 1581 of 2012). If you don’t have one yet, Policies shows a notice with a Generate policy button: we draft it from your clinic’s details as a Draft, marking missing information with [completar: …].

• Review it, fill in what is missing and publish it. While it is a draft, the chat does not show it.
• Until you publish yours, the privacy-notice link SarAI sends on WhatsApp, Instagram, Facebook and Telegram shows a base version built from your clinic’s details, without the [completar: …] marks. Your draft is never shown. Publish yours so it is the one people see.
• If you already have your own policy, use Use as data-processing policy on its row. It gets the Data processing badge.

With AI

• Generate draft with AI: AI writes an initial policy draft; adjust it to your practice.
• Summarize with AI: generate a short summary of a long policy.

Tip