Set up your clinic, step by step

When you first sign in, Home shows a Getting started list. It ticks steps off as you finish them, and each step links to the screen that does it and to a short guide. You can work through it in any order and come back later.

The steps

1. Add your logo and colors. Settings → Branding. Your name, logo, and colors appear on the booking page, the client hub, texts, and emails. See Branding and locations.
2. Add your services. Settings → Services: name, length, price, and anything clients can add on. See Services and add-ons.
3. Add your practitioners. Settings → Team. Pick which services each person offers. See Your team and what each role sees.
4. Set working hours. Settings → Hours. Clients only ever see open times inside these hours. See Hours, days off, and time off.
5. Invite your staff. Settings → Team → Add a login for the front desk, managers, and billing. Extra logins are free.
6. Check your booking policies. Settings → Policies: the cancellation window, late fees, and when a card is needed. See Booking policies.
7. Connect payments. Settings → Payments: Square or Stripe, Apple Pay and Google Pay, and QuickBooks. See Payments.
8. Set up texting and calls. Settings → Phone and AI. See Phone, texting, and the AI receptionist.
9. Put booking on your website. Settings → Booking has a link and buttons to copy onto your site. See Booking on your website.

Steps 1 to 5 tick themselves as you add things. Tick the others yourself when they are done. When you no longer need the list, choose Hide this list.

Try it first in the demo

The guided demo is a made-up clinic with weeks of visits, notes, and messages. Sign in as the front desk, a practitioner, or the office manager and click around. Nothing you do there reaches a real person.