Step-by-step guides for clinic owners and receptionists
First-time setup: Clinic profile & branding
Inviting staff and assigning roles
Logging in for the first time
Booking a new appointment
Rescheduling or cancelling an appointment
Understanding appointment statuses
Adding a new patient record
Viewing patient history and treatment notes
Merging duplicate patient records
Creating an invoice after a visit
Recording a payment
Understanding the Revenue dashboard
Configuring SMS & email reminders
Setting up treatment catalogue & pricing
Managing staff permissions by role
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