Set up your clinic
A clean schedule and invoice workflow starts with accurate locations, staff, appointment types, rooms, services, tax, and communication settings.
1Complete Practice Info2Build the schedule catalog3Build Services & Pricing4Validate one golden clinic day
1. Complete Practice Info
Set the clinic name, contact details, timezone, country, currency, tax information, and other business defaults.
2. Build the schedule catalog
Add locations, staff, appointment types, rooms, and provider hours. Use clear names that front desk staff will recognize quickly.
3. Build Services & Pricing
Add the services and products staff need for estimates, charge capture, and invoices. Confirm prices and tax behavior before live use.
4. Validate one golden clinic day
Create a test client and patient, book and check in a visit, document it, create an invoice, record a test payment or no-charge closeout, and verify an export.