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Getting Started · 1 min read · updated 3 Nov 2026

Set up a new clinic (first-day checklist)

Screenshot of Dashboard › Get your clinic ready

  1. Open the Dashboard. The “Get your clinic ready” checklist shows the 9 setup steps and how many are done.
  2. Do them in order: clinic details and logo, website address, branch hours, invite staff, add your doctors and schedules, services and prices, HMOs you accept, import patients, then turn on online booking.
  3. Doctors and their schedules must be added before patients can book.
  4. To practise first, click “Add sample data”. You can remove the sample patients and visits with one click.

Note: Need help? Use “Book a setup call” on the same page.

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