Getting started

Clinic Owner Onboarding Checklist

Everything to configure before inviting reception and turning on WhatsApp or AI.

8 March 2026 · 10 min read

Foundation

  • Organization name, slug, and timezone correct.
  • At least one doctor with weekly schedule.
  • Services with durations matching real chair time.
  • Public clinic page reviewed on mobile.
Clinic profile setup on a tablet at the reception desk
Your public page is the first impression from Google and WhatsApp.

Team & access

  • Reception accounts — can manage patients and today board, not billing.
  • Doctor accounts — focused Today + Appointments.
  • Owner — AI settings, billing, WhatsApp usage.

Optional power-ups

  • WhatsApp Cloud API connected (see WhatsApp guide).
  • AI knowledge base — 10–20 real FAQs patients ask daily.
  • Queue — if walk-ins are more than 20% of volume.
  • Embed chat snippet on website from Clinic settings.

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