How to complete first-run setup as a clinic

Create the clinic identity, locations, services, hours, and initial staff roster.

Confirm the account and clinic details
Follow the setup walkthrough. Confirm your email if prompted, then enter the clinic name, country, and timezone.
Prepare the practice
Add a location, your appointment services and prices, and the clinic's weekly hours. These become the starting point for scheduling.
Add the team
Add your providers and operations staff in the invitation step. Choose each person's role carefully: providers deliver care, front desk handles operations, and clinic administrators manage the practice.
Finish remaining items
Use the checklist on Home to complete skipped items. Payment setup is completed separately in Practice → Billing. Open Staff to assign each provider's services, locations, and hours.

Confirm the account and clinic details