Help / Guides by role

Guide for clinic owners

How to set up the clinic, and what to check daily and monthly.

Available to: Owner

1. 1

   Day one: finish "Set up your clinic in minutes" on the home page: clinic details, price list, team, first patient, first appointment, online booking and consent forms.

2. 2

   Invite your team with the right role for each person, and turn on two-step sign-in on your phone.

3. 3

   Every day: the home page shows today's appointments, today's collections, open balances and visits not yet invoiced. The bell gathers everything that needs action.

4. 4

   Every week: review the Marketing report and Follow-up team performance in Leads, plus overdue instalments.

5. 5

   Every month: Period analytics for income and net profit, Dentist commissions before paying doctors, and Cash & expenses.

6. 6

   Security: switch off a leaver's account at once, and check the Activity log if anything looks wrong.