This is the order to set your clinic up in. Doing it in this order matters: slot rules sit underneath everything else, so getting them right first saves redoing work later.
Signup itself takes minutes. Configuration takes an afternoon if you already know your doctors' schedules — and considerably longer if you have to go and ask them, which is the usual delay.
Step 1 — Create your clinic
- Sign up with your mobile number. You receive an SMS OTP.
- Your clinic workspace is created automatically — no form, no approval queue.
- You are taken to billing to start your 14-day trial. No card is required.
The only decisions here are your clinic's name and the subdomain patients will use, because those appear on your booking site. Everything else can be changed later.
Step 2 — Clinic details
Go to Clinic Settings → Tenant details and fill in your clinic's name, address and contact number.
The contact number here is the one published to patients, so use the number you want patients to ring — not a personal mobile.
Step 3 — Add your locations
Open Locations and add each place you consult from. Even a single-location clinic needs one, because slot rules attach to a location.
Step 4 — Add your doctors
Open Doctors and add each doctor with their name, qualification, registration number and council, and their consultation fee.
Two things here are easy to skip and both cause problems later:
- Registration number and council — these are shown to patients, and are required during video consultations so the patient can identify the practitioner.
- Signature image — each doctor must upload their signature on their own profile before they can sign any prescription. Ask them to do this before their first clinic, not during it.
Step 5 — Create slot rules
This is the step that deserves your attention. Open Slot Rules and create one per doctor.
You describe the recurring shape of a week — consulting days, sessions within those days, consultation length, and how many patients each session holds. Then you set the split that matters most:
- Online quota — how many seats the internet may book.
- Counter quota — how many stay for the front desk.
Set online too high and a busy morning leaves your front desk unable to fit a walk-in. Set it too low and your booking page looks empty. Most clinics start conservative and raise it once they trust the flow.
See Understanding slot rules before you commit to a pattern.
Step 6 — Mark your holidays
Open Holidays and add closures you already know about. Marking a holiday removes the affected slots and flags any patients already booked on them for reschedule, rather than silently cancelling them.
Step 7 — Publish your booking site
Under Website, use Pages to arrange your content and Theme & SEO to set your colours, logo and search-engine details.
Publish this only after your slot rules are right — the site advertises the times those rules generate, and it is better to launch with correct times than to correct them in public.
If you have your own domain, point it at your site under Clinic Settings → Domain.
Step 8 — Add your staff
Add your receptionist and, if you have one, your accountant. Give each person their own login with the right role rather than sharing one account — otherwise nobody can answer "who cancelled this appointment" three weeks later.
Step 9 — Decide on prescriptions
If you want doctors prescribing on screen, switch it on under Clinic Settings → Digital prescriptions. It is controlled separately for walk-in visits and for video consultations, so turning one on does not turn on the other.
Before you go live — a short checklist
| Check | Why |
|---|---|
| Book a test appointment yourself | Confirms the slot times, the booking flow and the confirmation SMS all work. |
| Every doctor has uploaded a signature | Otherwise they cannot sign a prescription, and they will find out with a patient waiting. |
| Registration numbers filled in | Shown to patients; required for video consultations. |
| Online and counter quotas deliberate | The single most common cause of "the booking page looks empty". |
| Front desk knows the daily routine | See the receptionist guide. |