Setup Checklist

Complete your clinic profile

Add your clinic name, address, phone number, and email in Settings.

Where: Settings → Clinic Profile

Choose a subscription plan

Select a plan that fits your clinic. Start with a free trial to explore all features.

Where: Settings → Subscription

Add your first client or patient

Create your first patient record with demographics and contact information.

Where: Clients / Patients → Add New

Schedule your first appointment

Create an appointment to get your calendar started.

Where: Appointments → New Appointment

Write your first clinical note

Document a patient visit using templates or create a custom note.

Where: Notes → New Note

Invite a team member

Bring your team on board by inviting staff to your clinic.

Where: Settings → Staff → Invite

Add your first service

Create the services you offer so patients can book appointments.

Where: Appointments → Services → Add Service

Publish your booking page

Let patients book online by publishing your booking page.

Where: Appointments → Booking Page → Publish