Setting up your clinic

When you first sign in as the clinic owner, the setup wizard walks you through what you need to start taking bookings. It has six steps, and what you save is kept so you can leave and come back. Skip for now moves to the next step without saving your current changes. The last step has Save without finishing instead.

The six steps

1. Your clinic. Your name and title as patients see them, your clinic address, phone number and a one-line introduction for your booking page.
2. What you offer. Tick the treatments you offer from a starter list, adjust each price and length, and add your own under Add your own. Switching from another system? Skip this step and email us instead: we move your treatment menu, patients and records over for you.
3. Your week. Your own working hours. Online booking only offers times inside your hours, so this controls what patients can see. You can fine-tune shifts and add time off later under Shifts.
4. Your team. Invite codes to send to your team. They enter the code when creating their account.
5. Forms. Press Use the standard form pack to copy in the medical history, consent and aftercare forms most clinics need. You can edit them afterwards.
6. Payments and go live. Connect Stripe so you can take a booking reservation fee or full payment when patients book, set your Default booking reservation fee, and choose How patients pay to book. Without a connected Stripe account, bookings confirm without taking any money. Once an account is linked, check that Stripe is ready to take payments before relying on paid bookings. This step also shows your booking page address, with Copy and Open your booking page. Press Save without finishing to save your payment choices, then Finish setup when you are ready; finishing alone does not save changes to these fields.

Protect your account

If a Protect your account card appears after the first step, you can use it to turn on two-step verification. Your clinic will hold patients' medical records, and two-step verification means a leaked password on its own cannot reach them. Press Set it up now, or Do this later and set it up whenever you like from My account. See Two-step verification.

After the wizard

None of these choices are locked in. Treatments, hours, team, forms and payments can all be changed later from the relevant pages in the app. The wizard simply gets you to a working clinic as quickly as possible.

Until everything is in place, Get started in the sidebar shows a short checklist, Get up and running, and each item ticks itself as you do it.

Team members who are not owners go to the dashboard instead of the setup wizard.

Help while you get started

A new clinic owner can receive a booking-page nudge around day five if the clinic has not taken an online booking and was not set up through a managed migration, plus a check-in around day seven. Reply to the email if you need help. These messages do not email your patients.