Help / Getting started
Get started in 10 minutes
From clinic sign-up to the first appointment and first invoice.
- 1
On the «Try free» page enter the clinic name, your name, mobile, email and a password, and choose the plan you want to try. The trial is 14 days with no card.
- 2
After signing up you'll be asked to enable two-factor verification on your phone (see «Two-factor verification»). It's mandatory for clinic owners and managers to protect patient data.
- 3
On the home page you'll find «Set up your clinic in minutes»: 7 steps that disappear as you finish them.
- 4
Start with the clinic details (phone and address appear on invoices), then the price list.
- 5
Add your team from «Staff & permissions» or import your patients from Excel.
- 6
Book the first appointment from the calendar, start the visit, and the invoice comes out of the visit in one click.
Tips
- Open any page or patient quickly with Ctrl+K from anywhere.