Tutorial
Your first day: setting up your clinic
The order that avoids rework: services first, then your team, then patients — whether typed in or migrated.
Open this page in the appOnce you have created your clinic, four things are worth doing in order. Doing them out of order mostly still works, but each one is easier once the step before it exists.
- Add your services and price list, under Clinic settings → Services.
- Set your working hours and clinic details — address, phone, the hours
- Invite your team. Receptionists, nurses and accountants each get a
- Bring your patients in. If you are starting fresh, add them as they
You don't have to finish all four before opening
A clinic with services and hours set can already take bookings. Staff and a bulk patient import can follow in the first week without anything breaking in the meantime.
Once this is done, Finding your way around the clinic portal is a short tour of where everything lives day to day.
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