You already have a working starting point
After you create your account, your clinic already has a working set of defaults — appointment types, payment types, tax, and message templates. This guide walks through everything worth reviewing before you rely on it day to day, roughly in the order it matters.
1. Confirm your business details
Fill in your location's real address, contact details, and time zone in business information — these started blank at signup. Add any additional locations your clinic operates from, each with its own address and settings.
2. Add your logo and branding
Upload your clinic's logo once and choose where it appears — invoices, statements, letters, and treatment notes each have their own on/off switch.
3. Review what you offer and what it costs
Check the starter appointment types and adjust them, or add your own, so the calendar reflects what your clinic actually does. Set up your real billable services and tax rates, since invoicing depends on both being accurate.
4. Set your invoice and payment defaults
Set your invoice numbering, due days, and default content before you raise your first real invoice, and confirm your payment types match what your clinic actually accepts.
5. Bring in your team
Invite the people you work with, set each person's security role, and turn on Practitioner for anyone who should be bookable. If your clinic groups staff by department, set that up here too.
6. Set each practitioner's working hours
Set weekly hours and breaks for each practitioner so the calendar reflects who's actually working when.
7. Decide how patients reach you
If you'd like patients to book themselves, set up online booking and choose which locations and appointment types are bookable. Either way, set up your confirmation and reminder templates so your first patients are covered automatically.
8. Turn on the security you need
Decide whether to require two-factor authentication for your whole team, and set your auto sign-out period, especially if any device is shared or publicly accessible.
9. Connect the tools you already use
If relevant, connect your accounting software, online payment provider, or personal calendar. None of these are required to get started, but they save real time once you're up and running.