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  1. Help centre
  2. Getting started

Getting started

Open your clinic, tell the system how you work, and bring your team in.

Create your clinic

What the setup questions do, why the country matters more than it looks, and what happens if you skip them.

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Choosing your clinic type

What the type seeds on day one, and why nothing re-reads it afterwards.

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Invite your team

Adding colleagues, what each preset role can reach, and what to do when someone leaves.

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Your first week

A running order for setup — what has to be true before the next thing is worth doing.

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Other areas

Clinic setupAppointmentsConversationsPatients and recordsThe assistantFinanceStockAnalyticsAccount and accessData and privacy

Still stuck?

Write to us and a person reads it. Tell us what you were trying to do and what happened instead — that is usually enough for us to answer in one reply rather than three.

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Clinic+

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