Setting Up Your Clinic

Register and get approved

1. Go to Sign up and complete the four-step registration: clinic details, owner information, admin user, and review.
2. Submit the form. Your clinic enters a pending state until a platform administrator approves the registration.
3. Once approved, log in with the admin credentials you created. You will land on the admin dashboard.

Tip: Keep your clinic email and phone accurate — support uses these for onboarding contact.

Configure clinic profile

1. Open Admin → Settings and confirm clinic name, address, and contact details.
2. Set business hours if your clinic uses them for reporting or display.
3. Upload or confirm branding details used on documents where applicable.

Add staff and roles

1. Go to Admin → Employees and add each team member with the correct role: admin, assistant, nurse, HR, or accounting.
2. Each role sees a tailored dashboard and menu. Assistants handle queue and payments; nurses run consultations; HR manages leave and payroll.
3. Ask staff to log in and change their password on first use if prompted.

Prepare for go-live

1. Walk through Patient Queue with assistants using a test patient.
2. Confirm pricing for common services under Admin → Pricing.
3. Review Guides & SOP in the app for role-specific daily checklists your clinic can customise.